Genmab — Juni 2019

[Solsen]

From Nordea and not free ..

[Solsen]

But link to this poster where the truble perhaps are mentioned https://media4.asco.org/239/13730/178038/178038_poster_big_1.jpg

[JKY_VH]

Bella1 10:47, hvis det sker så løber jeg nøgen rundt...om min computer:-)

[Sukkeralf]

Enig troldmanden - hælder også mest til opkøb.

[Sukkeralf]

Solsen jeg er enig med dig sålangt, at Genmab står i en stærk position og gør hvad de mener er det rigtige - det betyder jo ikke at jeg er enig. Lidt ligesom eksempelvis JV ikke var enig med 2025 strategien

[Sukkeralf]

Den eneste ting jeg sådan lige umiddelbart ser som et godt opkøb er plain antistof teknologi

[Sukkeralf]

Hvis Genmab holder fat i at de kun vil køre to kandidater frem selv, så ser jeg umiddelbart ingen grund til at købe ADC teknologi eksempelvis

[Solsen]

Endelig tror jeg det pt blot at køre værktøjerne i stilling i de forhandlinger der pt må være i gang omkring DR5xDR5 og CD20/CD3 stofferne i pipelinen.

[E_L]

@Solsen you don't happen to have the Tisotumab and Enapotamab posters also by any chance...?

[Tandfeen-2]

Hvornår får vi nyt fra Tisotumab and Enapotamab

[Solsen]

Sorry not

[Solsen]

Men rigtigt spændende, at det er to af Genmabs egne (teknologier) JW tror bliver så store, at der skal partner på - og ikke Tisotumab og Enapotamab.

[Solsen]

HexaBody-DR5/DR5 (GEN1029) og DuoBody-CD3xCD20 (GEN3013)

[Plimsoller]

@E.L Guess what is in on Monday

[Sukkeralf]

Fra q1:

[Sukkeralf]

Then as it relates to DR5/5 HexaBody and the CD3xCD20 DuoBody programs, we're doing dose escalation for both and it's going well, I can tell you for both programs. And when we think about potentially partnering either one of these programs, I think there's a good chance that we need a partner because the market could potentially be huge for a program like the DR5/DR5 HexaBody program.

[Sukkeralf]

It's a well-validated target preclinically, and we have seen some very encouraging signs of early activity already with only a handful of patients already reflected up at the Capital Markets Day last September. So we would definitely expect that we need a partner for that program to maximize the potential of that program if we see good signs of clinical efficacy with our HexaBody product.

[Sukkeralf]

And the same holds actually for the CD3xCD20 bispecific program. There's considerable excitement now in the hematology field because of the Regeneron and Roche programs. Yesterday, the Regeneron program created some lesser excitement because of some fatalities apparently in one of their trials. But we have a very different molecule, which preclinically seems to be at least 100-fold more potent than the Regeneron CD3xCD20 and 2 to fourfold more potent preclinically than the best Roche program. So

[Sukkeralf]

We expect data for the CD3xCD20 before or at the ASH meeting this year. So I think it's heating up quite well, Sachin. And I think we could potentially see partnerships for both of these programs to maximize the potential for the CD3xCD20, the very competitive hematological area. Now a little bit behind Roche and Regeneron but with a very differentiated molecule. This is given subcutaneously and preclinically. It's very, very much more potent than these other programs, and we use a different way

[Sukkeralf]

of silencing the bispecific. So we expect potentially less side effect issues than had been seen with this earlier generation, more primitive bispecific. So yes, that's probably all I can say at this moment.