Genmab — Oktober 2019

[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...

[Sukkeralf]

Because Zymeworks is goooooooood

[Sukkeralf]

They have a much more flexible platform - and the format could mean a lot in some cases

[E_L]

yes, Prostate cancer, but also renal cell carcinoma for now in the trial

[Sukkeralf]

So maybe just to test another platform on target combinations that did not work with the DuoBody platform

[E_L]

fair enough. You always hope a partner that knows the platform well and also the other/newer Genmab platforms, will stick with you...

[Solsen]

Hvor lang runway har ZYME i deres nuværende cash beholdning ?

[Sukkeralf]

It would be nice to see a HexaBody deal or HexElect deal - but again I think the focus on the CDC mechanism is minor compared to ADCC. But just a gut feeling

[Sukkeralf]

Det ved jeg faktisk ikke lige på stående fod - indtil videre går den kliniske udvikling stille og roligt fremad, men til næste år startes der registeringsstudier op.

[Sukkeralf]

De har pt Beigene som partner i Asien, men hvis ZW49 skulle vise potentiale som DS-8201, så håber jeg meget de får BP ombord, så de kan sætte gang i møllen for alvor

[Solsen]

Tak

[Sukkeralf]

Fra Q2: As of June 30, 2019, Zymeworks had $355.7 million in cash and cash equivalents and short-term investments.