Genmab — December 2018

[Solsen]

Jeg tror også omkostningerne med de 3-4 kombinationer er et stort problem. At tro at MM markedet udvikler sig så voldsomt omkostningsmæssigt over de næste år er jo med en forudsætning om, at samfundene og forsikringsselska
berne kan følge med. Men kan de det ?

[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