Genmab — April 2020

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

Bulder

For mig lyder det som en lidt tidlig submission, da de end ikke har fundet RP2D.