Genmab — April 2020

[E_L]

Sydinvest / Jefferies https://www.sydinvest.dk/nyheder/genmab/jefferies-darzalex-salg-slår-forventningerne.aspx?Action=1&PID=9258

[E_L]

Joaquin Duato/JNJ : In terms of approvals, in the second half of the year, we are expecting four key line extension approvals, one being DARZALEX subcu that we expect in the second quarter, very important for us and very important driver for DARZALEX.

[E_L]

Additionally, this is going to be a very strong year for Johnson & Johnson in submissions. [..] And finally, our latest one is our bispecific EGFR-cMET in non-small cell lung cancer that will be also submitted at the end of this year. That also has breakthrough designation.

[GeorgeBest]

wauw what a positive surprise

[GeorgeBest]

thanks E L

[E_L]

full JNJ Earnings Call Transcript https://seekingalpha.com/article/4337583-johnson-johnson-jnj-ceo-alex-gorsky-on-q1-2020-results-earnings-call-transcript?part=single

[Sukkeralf]

E L thats so cool with EGFR/cMET - strong validation and originaly it was Genmabs own BsAb the royalty is a bit better

[bibob]

Thx E L. You are the Master of the findings.

[Bulder]

Is it submission for approval? It's only phase 1.

[kkjoel]

Submittet.. hvilken fase taler vi?

[kkjoel]

Ahh, Bulder var hurtig...

[kkjoel]

Ja, for submitter da ikke for faseII ?

[kkjoel]

for man submitter

[kkjoel]

Og det har i forvejen BTD.

[Solsen]

Det må være meget gode resultater man ser. Men er det ikke en speciel sub-gruppe i NSCLC de går efter.

[kkjoel]

Ja men det må jo så betyder at de submitter for faseII, eller.. ?

[E_L]

"The study seeks to determine the recommended Phase 2 dose in patients with advanced NSCLC.[5] Enrollment into the Part 2 dose expansion cohorts is ongoing" https://www.jnj.com/janssen-announces-u-s-fda-breakthrough-therapy-designation-granted-for-jnj-6372-for-the-treatment-of-non-small-cell-lung-cancer

[Hugininvest]

PS! Hos Genmab angives det at fase 2 er igang

[Hugininvest]

Men det samme siger JNJ jo, så CT er ikke opdateret

[Bulder]

Genmab siger det er i fase I/II. Part 2 er 2. del af fase 1