Genmab — Oktober 2019

[E_L]

ah. ok. no that is not coincidence lol. Will you ask then?

[Sukkeralf]

jep

[E_L]

KEYTRUDA Sales Grew 62% to $3.1 Billion. For the quarter that is...not for the year...

[Sukkeralf]

E L - just asked Andrew and Janssen has activated 14 of 20 programs and its not possible to activate the last 6

[Sukkeralf]

So that kind of fits with the Zymeworks deal !!

[peter12]

But no milestone for "all" activated ?

[Sukkeralf]

Yes yes milestones according to the licensing deal for the 14 activated

[Sukkeralf]

and royalty if they reach the marked

[peter12]

Ok thanks

[Sukkeralf]

We know 1 has failed in the clinic and we have 6 active in the clinic right now - so thats half of the 14 that reached the clinic. i would guess thats quite good.........and if we are lucky still one or maybe two could still enter the clinic.

[Sukkeralf]

And and average of maybe 10-20 phase one antibody candidates gets all the way - so lets hope for 2 Janssen bispecifics on the marked

[Sukkeralf]

A quick look said 11,5% of the phase one candidates reach marked - but Janssen is quite good so lets count on 1 and hope for 2 and dream about 3

[E_L]

thanks for clearing that up. Which is the one that failed? i have 8 in the clinic in my file

[peter12]

jnj-61186372 should be safe

[E_L]

actually i am being a bit stupid. it is 6. the last 2 we discussed earlier are really already existing aren't they, combining them with Dara doesn't make it a new duobody....

[Sukkeralf]

it was a non-cancer bispecific thats targeted TNF alpha if I remember correctly - was dropped after phase one because of bad pharmaco
kinetics

[Sukkeralf]

JNJ-61186372
Targets: EGFR, cMet /Partner: Janssen
NSCLC
JNJ-63709178
Targets: CD123, CD3 /Partner: Janssen
Acute Myeloid
Leukemia (AML)
JNJ-64007957
Targets: BCMA, CD3 /Partner: Janssen
Relapsed or
refractory MM
JNJ-64407564
Targets: GPRC5D, CD3 /Partner: Janssen
Relapsed or
refractory MM
JNJ-67571244
Targets: CD33, CD3 /Partner: Janssen
AML
JNJ-63898081
Targets: PSMA, CD3 / Partner: Janssen
Solid tumors

[Sukkeralf]

This one failed: JNJ-61178104 (TNF alpha/IL17A

[Solsen]

PSMA er ny for mig at se - target prostata må det være mere præcist. Sort interessant marked.

[E_L]

excellent. up-to-date again. Leaves us only with the question why JNJ went with Zymeworks...