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Genmab — November 2019

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • J Offline
    J Offline
    JKY_VH
    wrote on sidst redigeret af
    #20

    😄

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    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #21

      i think i'll cut/paste a few comments from the Sanofi earnings call :

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      • E Offline
        E Offline
        E_L
        wrote on sidst redigeret af
        #22

        Q: First on the pipeline following the discontinuation of the cemiplimab and your CD38 combo. Why are you so confident and you continue the development with atezolizumab?

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        • E Offline
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          E_L
          wrote on sidst redigeret af
          #23

          A: With respect to combining our CD38 antibodies isatuximab with PD-1 or PD-L1, the hypothesis we're testing there is that CD38 plays an important role in the tumor micro environment contributing to an immunosuppressive state and therefore could be a essentially an immuno-oncology opportunity beyond my the role of CD38 as a direct target in myeloma.

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          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #24

            Now, the tumor microenvironment of every kind of cancer is different. Really quite unique depending on the type of malignancy and that's why we laid out a broad-based program around eight different types of malignancies to test that hypothesis in a number of context.

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            • E Offline
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              E_L
              wrote on sidst redigeret af
              #25

              The first couple of indications prostate and lung have not confirmed the hypothesis. But we still feel there's merit to continue that work in the other indications. Several of them are hematologic malignancies, for example, where the tumor microenvironment is very different than solid tumors. And so we'll see those studies to their end. They're small signal seeking studies to test the hypothesis.

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              • E Offline
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                E_L
                wrote on sidst redigeret af
                #26

                We've said from the beginning, it's a low probability of success, but we feel that the data -- the preclinical data from our own labs and from the medical community merits that we test the hypothesis in a lean way that would help to determine whether there is a broader opportunity for CD38 antibodies like isatuximab that have unique properties due to the epitope that we target relative to other competitors.

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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #27

                  Q: I noticed early you brought another CD38 into development. That's quite a long way behind both isatuximab and Darzalex.

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                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #28

                    A: Indeed, we did put a next-generation CD38 into the clinic. The rationale behind these next, wave of CD38 antibodies is to ask the question of whether they can rescue patients who have failed a frontline CD38 standard of care antibody.

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #29

                      We've engineered into these molecules enhanced properties that enable them to recruit immune cells to attack the malignancy in a more amplified way. The first of those has recently gone in the clinic.

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                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #30

                        We have another one coming along behind that that uses yet another immune mechanism. What we know so far about mechanisms of resistance to the standard of care CD38 antibodies, is that the levels of CD38 on the myeloma cell are reduced.

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                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #31

                          But CD38 still remains on the myeloma cell, however at lower levels. So the target is still relevant. And we feel there's sufficient retained expression for most patients that we can still go at that target but with these enhanced antibodies. So there would really be an attempt to rescue patients who failed a frontline standard care agent.

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                          • S Offline
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                            Sukkeralf
                            wrote on sidst redigeret af
                            #32

                            Genmab then nedds to speed up HexaBody CD38 so that they are not that far behind Sanofi

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                            • B Offline
                              B Offline
                              bibob
                              wrote on sidst redigeret af
                              #33

                              I'am sure they work hard with that.

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                              • Helge_LarsenPI-redaktørH Offline
                                Helge_LarsenPI-redaktørH Offline
                                Helge_LarsenPI-redaktør
                                wrote on sidst redigeret af
                                #34

                                Ses vi? https://www.proinvestor.com/debat/78610

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                                • BulderB Offline
                                  BulderB Offline
                                  Bulder
                                  wrote on sidst redigeret af
                                  #35

                                  They have the money for it, so it shouldn't be a problem to speed it up a bit. And thx again E L.

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                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #36

                                    a small new trial using BMS-986253 / HuMax-IL8 for NSCLC https://clinicaltrials.gov/ct2/show/NCT04123379

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                                    • B Offline
                                      B Offline
                                      Bella1
                                      wrote on sidst redigeret af
                                      #37

                                      Børsen nede 11.06?

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                                      • B Offline
                                        B Offline
                                        Bella1
                                        wrote on sidst redigeret af
                                        #38

                                        Fondsbørsen, forstås...

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                                        • BulderB Offline
                                          BulderB Offline
                                          Bulder
                                          wrote on sidst redigeret af
                                          #39

                                          følg med i chat nyheder

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