Genmab — December 2018

GeorgeBest

Fonsecas top 5 at ASH https://twitter.com/rfonsi1/status/1068586803773374465?s=21

E_L

Regeneron Presents Positive Data at ASH for REGN1979 CD20xCD3 Bispecific Antibody in Relapsed or Refractory B-Cell Non-Hodgkin Lymphoma
https://www.prnewswire.com/news-releases/regeneron-presents-positive-data-at-ash-for-regn1979-cd20xcd3-bispecific-antibody-in-relapsed-or-refractory-b-cell-non-hodgkin-lymphoma-300758615.html

Solsen

Wau that is spectacular. Insteresting to se the first CD3 results from Genmabs pipeline.

Solsen

Could indicate that this route could be better than the CAR-T.

Sukkeralf

Also what Jan said that Regenerons bispecific was as good as CAR-T. Inpressive efficacy

Solsen

If Genmab want anything with their CD20 x CD3 they need a partner now. Otherwise they could be too late out.

E_L

oh, did he, i missed that, interesting.

E_L

mmm, yes, that is an interesting thought, they need to be fast now…..

Solsen

I belive Roche could be eager to license.

Solsen

Yes JW have said as Sukkeralf reffering.

Sukkeralf

Jan also mentioned that Roche/Genentech had 3 CD3/CD20 BsAb - two in the clinic and one preclinical. So guess not interested begore Genmab present outstanding data

Solsen

I dont think the bite technology is competitive

Sukkeralf

Too old - was it regeneron that also had a BCMA-CD3 BsAb at ASH ?

E_L

i guess it is too early to expect any data from Genmab´s cd3cd20 presentation tonight?

Sukkeralf

Way too early - maybe ASH next year

Solsen

If you work with three bsabs at Genentech it certainly dont look like they have found the needle in the haystack

bibob

Maybe Genmab have the needle.

Sukkeralf

Jan said Its because Its so hard to predict what you exactly need - three is better than one

Sukkeralf

But nice data for BsAbs will give more value to Genmabs preclinical and early pipeline as it based on this

Solsen

Discontinuation was relative high in Regenerons trial. The silencing of the CD3 arm could be the right way