Genmab — September 2019

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

Bulder

The study has Estimated Primary Completion Date in January 2021. With luck we'll have results at ASH next year.

Solsen

Exactly. And keep GSK away with their BCMA. The target seem very good to get effect but duration is darzalex issue.