Genmab — September 2019

gentogen

(clinicaltrials.gov)

E_L

wow, cool!

Bulder

about time!

Bulder

The two duobodies are in ph 1 as mono. Have we seen safety data from them?

Bulder

Both duobodies are being tested mono as sc as well as IV. But in the combo with dara only as IV.

E_L

no i dont think we have. We recently saw this poster on preclinical resutlts, but hard to read
https://twitter.com/ChristieVerkle1/status/1172721173546725376/photo/1

E_L

this one also doubled Enrollment earlier this month, which i already thought was a good sign

E_L

(clinicaltrials.gov)

Bulder

They have Primary Completion Date later this year or next year. So maybe they have seen satisfying safety results already.

E_L

Bulder

Could have been interesting with dara sc and a duobody sc as well.

E_L

sorry, not doubled, but increased

E_L

that can still come Bulder

E_L

this could turn out to be a great move by JNJ. 1 package JNJ solution.

Bulder

agree

Bulder

But genmab doesn't get as much royalty from the duobodies? Was it 7%?

Solsen

Very good for Genmab if they turns out
to be positve combinations

Bulder

Salamanca is one of the locations, so Prof Maria-Victoria Mateos is involved. Can't go wrong then.

Solsen

JNJ could be on the track to unload bn of dollers to Genmab

E_L

@Bulder I thought it was slightly higher, but even 7% is more then what we get on
Lenalidomide