Genmab — April 2020

[Helge_LarsenPI-redaktør]

God morgen.

[transalp]

Go morgen..

[Solsen]

Amivantamab er vel late breaker, idet stoffet har fået BTD status og dermed må vise et eller andet ekstraordinært. Det var det jeg mente i går aftes bulder

[Sukkeralf]

Janssens Duobodies er deres ejendel og dermed ikke noget Genmab skal reklamere for, så ikke unaturligt at Genmab ikke har det med i deres børsmeddelelse

[Sukkeralf]

Der må være en rimelig chance for at daratumumab kommer med en late breaker på ASCo i amyloidosis, hvis data ellers er gode nok.

[Helge_LarsenPI-redaktør]

Lidt Genmab. https://www.proinvestor.com/index.php?p=debat_1&postid=84034

[E_L]

High rate of profound clonal and renal responses with Daratumumab treatment in heavily pre‐treated patients with AL amyloidosis and high bone marrow plasma cell infiltrate https://onlinelibrary.wiley.com/doi/abs/10.1002/ajh.25828

[E_L]

Long term forecasts confirm Keytruda’s dominance https://www.evaluate.com/vantage/articles/data-insights/long-term-forecasts-confirm-keytrudas-dominance

[E_L]

Managing Multiple Myeloma During the COVID-19 Pandemic
A Conversation With C. Ola Landgren https://www.ascopost.com/news/april-2020/managing-multiple-myeloma-during-the-covid-19-pandemic/

[Bulder]

Amivantamab er allerede på asco listen, så den er med på alm tilmelding. https://meetinglibrary.asco.org/session/12668

[E_L]

we mentioned that yesterday already? also teclistamab

[Bulder]

Yes, it was meant for solsen 8:13

[E_L]

ah, ok, of
course

[E_L]

i can find GBP65 mio in Cash proceeds related to ofatumumab milestone in the GSK presentation. Can Genmab expect any milestones?

[E_L]

(they got that from Novartis)

[GeorgeBest]

don't think, Jan van de Winkel gave up on one time milestones when he renegotiated the Arzerra deal

[GeorgeBest]

Genmab thereby got rid of participating in developement cost

[GeorgeBest]

it was in 2011 or so, when Genmab were in a very bad standing financially

[E_L]

thanks. good memory

[Bulder]

Det er gået under min radar, at Janssen kører kombi-studier i dara-talquetamab og dara-teclistamab i MM. Men betryggende at der holdes gang i dara-gryden. (Der er jo også hexa-cd38.) Når nu konkurrenter trænger sig på - Tak-079 og bela-m.