Genmab — December 2018

[Solsen]

I think the sc version of CD3 X CD20 have a chance to be easier administrated and tolerated than JNJ-372

[E_L]

that would be nice. the current trial is still IV though, isn't it?

[Bulder]

?? 372 is against lungcancer. cd3xcd20 is against B-cell malignancies. Why compare?

[Solsen]

No the CD20 x CD3 is sc in trial

[Solsen]

If its a generel problem with duobodies then I just mentioned it to calm down investor who would think it was the same issue with Genmabs own duobody in CD20XCD3.

[E_L]

we are just trying to see if our next blockbusters will have similar start-up problems lol

[E_L]

but when JNJ-372 is rolled out (when, not if ) the Dara infusion shares will be empty&available

[Solsen]

I belive JNJ have bought more options from HALO. If JNJ-372 is poven effective then they could use one of them in later trials.

[Sukkeralf]

As Jan has said before the problem with these new candidates is not if they work but if they are safe to patients

[peter12]

I dont think jnj-372 sounds too bad when you think about the effect ? He already describe some effect of the treatment (less coughing)

[E_L]

"The most exciting drug to be developed in recent memory for thyroid eye disease is surely teprotumumab " https://www.reviewofophthalmology.com/article/management-of-thyroid-eye-disease

[E_L]

Horizon Pharma presentation at BofA http://ir.horizon-pharma.com/static-files/95da762c-bc78-4c48-b2fd-9f5646beab20

[peter12]

It seems like they have lifted peak sale to 3x earlier estimate (750 M$
instead of 250 M$) ?

[Solsen]

https://play.borsen.dk/klip/5c112931595ab4f00a32b9f8/genmab-direktoer_2019_bliver_et_stort_aar_-_investorer_undervurderer_pipelinen.html

[E_L]

that is a really nice interview. So we will not hear about RTOR until we get approval then i guess?

[Solsen]

As said many times - when submission is announced we will know

[E_L]

and your CD3xCD20 is "100-fold more potent then others" @Solsen lol

[peter12]

The one trick pony is about to learn new tricks

[Solsen]

If you look at clinical trails and enrolling speed the next winner could be Enapotamab - my guess. Together with Tisotumab will it be the two JW talked about. If CD3xCD20 are proven safe it will be go to a big partner in a licenseprogram. To big market and development for Genmab to handle.

[Hvidkær]

Solsen - tak for link. Han er positiv - men har i min verden leveret mere end han har skufftet - så jeg tror på en positiv udvikling. Det med teknikken - huha det er svært for mig. Men jeg håber den trend som blev præsenteret i går - at den bliver brudt.