Genmab — Maj 2019

[Sukkeralf]

Tak bongobob - på Adis Insight stod Janssen som fuld ejer af JNJ-67571244. Dejligt at Janssen rykker

[E_L]

it was on this May Genmab factsheet also https://ir.genmab.com/static-files/2541bd13-afb9-4c9d-91c4-7ec4c3b0fdc6 , not sure if this was part of the results presentation, but had not seen it

[E_L]

Dr Durie ASCO 2019: The Myeloma Top 10 https://www.myeloma.org/hope-blog/asco-2019-abstracts-released-myeloma-top-10

[E_L]

Note on 8004 "The safety and added efficacy of isatuximab in this setting is thus demonstrated, although the magnitude of added benefit is not as impressive as one might have expected. "

[E_L]

can't believe you have a holiday again in Denmark...

[lahn1]

@EL We need one after last nights party

[Sukkeralf]

E L abstracts 8004 - the last lines: The safety and added efficacy of isatuximab in this setting is thus demonstrated, although the magnitude of added benefit is not as impressive as one might have expected.

[E_L]

lol

[E_L]

and @Sukkeralf did not have his coffee yet either

[Sukkeralf]

he he - just took the first sip......but yes that was too late ! Sorry

[Sukkeralf]

E L although you are working today you still do a tremendous job in here - thanks for that

[E_L]

[Bulder]

fully agree

[Bulder]

Det er vel værd at notere, at hvis JnJ regner med at file 3 duobodies inden 2024, og de alle tre har mia$-potentiale, så vil det give rigtig mange penge, selvom det kun er en-cifrede royalties.

[Sukkeralf]

Man kan vel efterhånden også vende den rundt og sige med Darzalex (sc dosering snart på plads og måske solide tilbage på sporet) og indtil flere Duobodies godt på vej - milestones og royalty må efterhånden udgøre en ret stor udskrivning, så hvorfor ikke beholde det hele selv.

[Sukkeralf]

Altså hvorfor er der tilsyneladende ingen interessae fra JNJ i at købe Genmab - eller blot rygter i markedet, men det kan da være de begynder at genopstå

[Bulder]

lad det endelig blive ved rygterne

[Bulder]

Som Andrew Carlsen skrev: 1) We have a vision of becoming a biopharmaceutical company. 2) Hopefully we have
achieved this vision by 2025 with tisotumab being our first commercial asset.

[Sukkeralf]

Ja det er også fint med mig, men gerne lidt rygter der kan løfte kursen

[Sukkeralf]

Vi så værdien af Janssen med daratumumab - og vi ser værdien af Janssen med vallidering af DuoBody. De har smidt 7 stoffer i klinikken, mens Genmab kun har fået 1 i klinikken (nummer to på vej). Måske burde de have en halv hver for EGFR/cMet. Janssen har bare været en fantastisk partner for Genmab. Ville egentlig ønske de også gad rykke HexaBody og evt HexElect ud over stepperne