Genmab — Juni 2019

JKY_VH

Har nogen hørt noget fra Novod? Hans udlægning af "Genmabs tilstand", har før vist sig at være retningsgivende.

mobbyduck1

han er sikkert stadig fornærmet

lahn1

Syntes at sidste sætning i 1. afsnit antyder at GEN reelt ikke har kunne bruge HBCD38 selv pga restriktioner i DAR aftalen med JNJ, derfor denne gratis aftale. JNJ siger "vis at det virker" og så vil vi gerne betale lidt for det. Eller kan GEN parkere HBCD38 i kælderen ?

JKY_VH

Tjah, nu må snart kravle ned af træet igen:-)

JKY_VH

han

E_L

@lahn1 we are only talking development costs now so far; once JNJ triggers the option to co-develop, they will start sharing the cost. And that is when i gets expensive, think of the large trials they have been doing with Dara

Sibelius

Det er også en "get-out of jail" aftale idet at hvis JNJ ikke vil udnytte optionen (og midlet virker" er Genmab frit stillet til selv at markedsføre

Darvin

Som jeg læser teksten er de langt. De har gode prekliniske data og som de skriver could be superior to daratumumab for certain tumor cell types. Måske ikke langt fra at de er klar til næste skridt.

Bulder

@E L: I think it's developing, not co-developing. If Janssen exercises the option they'll take over all the costs - as I see it.

E_L

oh really, i read that wrong then; that is a BIG difference!

E_L

think you are correct. makes sense also really, given the current Dara deal, they are extending and improving that

JKY_VH

Enig Bulder, det er vel ret beset også det Ritzau skriver "Baseret på data fra Genmabs studier, kan Janssen så vælge at udnytte sin option på at udvikle, fremstille og markedsføre Hexabody-CD38. Sker det, vil Janssen betale Genmab 150 mio. dollar, eller knap 1 mia. kr., for at udnytte optionen."

kkjoel

Ja, de overtager (udvikling OG omkostninger): "Based on the data from these studies, Janssen may exercise its option and receive a worldwide license to develop, manufacture and commercialize HexaBody-CD38." Sådan må man læse det.

JKY_VH

præcis

E_L

And it was all predicted here before! "10/4 11:07
af Sukkeralf
That should maybe be hexaboost as life cicle management" "well, yes, that would be an interesting development; are you thinking a HexaDara to increase patent life and some extra Hexa licencing money? I like it "

Bulder

Har vi hørt om hexabody cd38 før? Jeg synes ikke at kunne finde nogen IND/CTA undervejs?

E_L

i haven't seen it before, no

E_L

next question is; will it work in solids

bibob

Lets hope so.

Bulder

There is not that much cd38 on solid tumors. The reason why dara was thought to be effective in solids was that it could strengthen the efficacy of a PD(L)-1 inhibitor by blocking cd38. I don't know if a boosted cd38 would be of any help here. But I think we need Sukkeralf on this subject.