Genmab — September 2019

[Solsen]

Det bliver rigtigt spændende onsdag. Vi får næppe 100% klarhed over dets konkurrenceevne og mulige peaksale.

[Solsen]

Selvfølgelig har Ocrelizumab en stor fordel i dosis med en knockouteffekt. Men hvad er den langvarige virkning mht dels effekt men ikke mindst sideeffects grundet et bedre og intakt immunforsvar samt at antistoffet er humant således, at overfølsomhed undgåes. Jeg var imponeret over det relativt lave antal pml tilfælde i Ocrelizumab til dato - det kunne have været en achilleshæl for Roche. Men niveauet er sikkert acceptabelt.

[Solsen]

Er der nogen der kender niveauet for pts der dropper ud af Ocrelizumab pga overfølsomhed overfor stoffet ?

[Solsen]

https://en.m.wikipedia.org/wiki/Ocrelizumab Ved læsning af denne ses dog en del problemer grundet det pressede immunforsvar ved Ocrelizumab behandling.

[Bulder]

Problemet for ocrelizumab er bare at det tager ½ år ved behandlingsstop før ødelæggelsen af B-cellerne ophører og immunforsvaret dermed genvinder sin styrke. Ofa kan stoppes på en md hvis nødvendigt.

[Solsen]

Det er vel ikke et problem for ofa. Men det der kan være problemet er jo om det betyder noget. Naturligvis er effekt jo en meget vigtig parameter. Men hvis pts nu kan leve med RRMS i meget lang tid vil bivirkningerne være vigtige. Vi må se data

[Solsen]

https://www.ocrelizumabinfo.global/content/dam/ocrelizumab/global/en/documents/P4_2_025_AAN_2019_SafetyUpdatePoster_Global_Hauser_et_al_Supplemental_Mats_V2.pdf Analyse af sideeffects ved ocrelizumab.

[Solsen]

Så har vi benchmark her.

[Helge_LarsenPI-redaktør]

Tak Solsen.

[Helge_LarsenPI-redaktør]

God morgen.

[transalp]

Go morgen..

[bibob]

God morgen fra syden.

[bibob]

Ser ikke ud til det store rebound idag.

[E_L]

not sure if this new trial was posted already : Study to Evaluate the Efficacy and Safety of Camidanlumab Tesirine (ADCT-301) in Patients With Relapsed or Refractory Hodgkin Lymphoma https://clinicaltrials.gov/ct2/show/NCT04052997?term=Camidanlumab&rank=1

[Sukkeralf]

Just a moment...

(www.firstwordpharma.com)

[Sukkeralf]

ADC Therapeutics IPO:

[E_L]

yes, that made me revisit this. here is the SEC form F1 https://sec.report/Document/0001140361-19-016305/

[E_L]

it contains a short explanation of ADCT-301 and also : Key elements of our strategy are outlined below:

• .
• Advance our second lead product candidate, ADCT-301, to support BLA submission in the first half of 2022.

[E_L]

and then i also thought "Risks Related to Our Relationship with Third Parties" was interesting as it says "Our rights to ADCT-301 are subject to our collaboration and license agreement with Genmab, and there can be no assurance that we will maintain the rights to develop or commercialize ADCT-301."

[E_L]

Our collaboration and license agreement with Genmab requires a divestment of ADCT-301, in which Genmab has a 25% interest, following database lock for the Phase 1/2 clinical trial. The agreement sets out a defined process to facilitate the divestment of ADCT-301 by licensing the rights thereto to a third party, subject to Genmab’s right of first opportunity to negotiate to acquire ADCT-301 in full.