Genmab — Januar 2020

[E_L]

b) prevention of PD‐L1 expression upregulation on immune cells; If i understand correctly, upregulation of PD-L1 may allow cancers to evade the host immune system. So they think Dara can prevent that from happening

[E_L]

corrections to my thoughts are welcome...

[Plimsoller]

Ok. So we are back to Dara in solids. Let's hope it goes better than the last time

[Plimsoller]

Thank you E L. Do they know anything about the timeframe for this?

[Helge_LarsenPI-redaktør]

Plimsoller..We must remember that the failed attempt in solid was a combination. Dara may work as intended, but the other drugs can have powerful side effects.

[Bulder]

According to Winkel there will be no new attempt with dara in solids, before we've seen what isatuximab comes up with in solids. Then maybe a new trial with dara sc and less or no dex.

[Plimsoller]

Ok. Thank you for the explanation to both of you

[E_L]

yes, I think you were maybe just a bit to quick concluding that lol; note that the article is really referring to multiple myeloma patients

[Solsen]

Are we heading ATH once more. +33 dkk today quite good and perhaps AQR closing the last shorted shares. No party from their short position in Genmab

[Solsen]

+37 dkk today

[Helge_LarsenPI-redaktør]

[bikube]

Over 25% af dagens handel var i luk.

[Helge_LarsenPI-redaktør]

Daratumumab to Enhance Therapeutic Effectiveness of Revlimid in Smoldering Myeloma https://clinicaltrials.gov/ct2/show/NCT03937635

[Hugininvest]

Sidst sagde han således: vi afventer ivrigt de kliniske data fra den igangværende undersøgelse (Isatuximab in combination with Atezolizumab in a number of solid tumors) før vi bestemmer de næste trin for Dara i potentiel behandling af faste kræftformer. Altså underforstået at man overvejer at starte op igen.

[Legolas23]

Hvad blev der af studiet med BMS

[Legolas23]

Den gamle snak med checkmate. Jeg mener, døren stadig står på klem?

[Solsen]

Fortalte JW ikke en gang, at rekruttering til den del af studiet, hvor dara indgik, var stoppet.

[Bulder]

I Checkmate358 er rekruttering stoppet i dara-armen. Andre dele af studiet kører videre. Checkmate142 (tyktarmskræft) rekrutterer ikke længere, men studiet er aktivt. Resultater nok ikke før 2022. Det "rene" dara-nivo studie i diverse solide rekrutterer heller ikke, men er aktivt. Resultater måske til august. Dette er det eneste studie, hvor der kunne tænkes at være en lille dør på klem til snarlige resultater.

[Bulder]

Men jeg mener Winkel har ladet forstå, at vi ikke skal forvente noget af disse studier. Andre husker måske bedre end jeg.

[Solsen]

Sæt værdien til nul kr var hans opfordring til analytikerne.