Genmab — September 2019

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...

Bulder

Indtil videre er der jo kun tale om at bruge dem som som monoterapi, når alt andet - incl cd38 antistoffer - er holdt op med at virke.

Solsen

Jo det er heller ikke noget der er risiko for i morgen. Regner da også med at Genmab ikke laver selvmål

Bulder

Jeg kan få våde drømme om en kombi med hexa cd38 (20% flat royalty) og den nye dara + en af duobodierne. Men om det overhovedet kan lade sig gøre, aner jeg ikke.

Solsen

Mon der vil være kumulativ effekt på de to cd38 stoffer ?

Solsen

Jeg tvivler stadig på at Genmab er selvstændig, når vi når der til. Så siger jeg ikke mere