Genmab — September 2019

[E_L]

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

[E_L]

https://clinicaltrials.gov/ct2/history/NCT03399799?A=13&B=14&C=merged#StudyPageTop

[Bulder]

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

[E_L]

the BCMA CD3 also doubled https://clinicaltrials.gov/ct2/history/NCT03145181?A=17&B=18&C=merged#StudyPageTop

[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.

[Bulder]

Det er jo det her vi har set langt efter. En dara-duo-kombi!

[Solsen]

Begge targets tror jeg er interessante og at vi må forvente at begge duobodies har acceptable bivirkningsprofiler indtil nu er jo meget opløftende som investor.

[Solsen]

https://journals.lww.com/hemasphere/fulltext/2019/06001/PRECLINICAL_EVALUATION_OF_THE_NEW_GPRC5DXCD3.454.aspx Se bl.a. fig B

[Solsen]

Man kunne godt blive nervøs for at Genmab selv har udviklet konkurrenter til dara...