Genmab — April 2020

[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.

[Sukkeralf]

Agree with GB on milestones for ofa i MS

[Solsen]

Jeg håber og tror på at de kombinationer de afprøver er gode. Mener at have set meget opmuntrene data fra dara og bcmaxcd3 kombinationen. Hvor jeg tænkte, at daras markedspotentiale kunne være truet fordi dara kun var med i indledende behandling. Men alt det ligger noget ud i fremtiden.

[Solsen]

https://clincancerres.aacrjournals.org/content/clincanres/early/2020/03/23/1078-0432.CCR-19-2299.full.pdf Nu husker jeg ikke om denne er lagt op tidligere. Men her er synergien mellem dara og BCMAxCD3 beskrevet.

[Bulder]

Tak solsen

[E_L]

so many articles on SC, just get it approved... https://www.reuters.com/article/multiple-myeloma-daratumumab/subcutaneous-daratumumab-effective-alternative-to-iv-formulation-for-multiple-myeloma-idUSL2N2BX1BJ