Genmab — Maj 2020

[Sukkeralf]

I think it looks promising - but to get that answer (or at least a better feeling) we need to compare larger trials with the chosen dose going forward in a more uniform patient population.

[E_L]

we are not even sure that the results we see here are from the optimal dose i guess

[E_L]

safety looks good i think, with no ≥Gr 3 CRS and no DLTs

[Sukkeralf]

Im looking forward to the updated data because its seems like there is a very good dose dependent response - so if the AEs keeps being at this level I guess epcoritamab will be more efficacious in the end

[E_L]

hard to compare with Mosunetuzumab which showed CRS 29% but may be different patient population

[E_L]

both Regeneron and Xencor had some grade 3-4 CRS

[Sukkeralf]

Yes I guess it could end up with epco and mosu having more or less the same efficacy and safety profile - hopefully epco a little better. And then epco will be sc and mosu iv

[E_L]

what about Teclistamab
vs Belantamab mafodotin can we say anything there yet?

[Helge_LarsenPI-redaktør]

Video - Hans-Henrik Nielsen om Genmab. https://www.proinvestor.com/?p=debat_1&postid=84238&thread=50&start=

[Sukkeralf]

E L hard to compare I guess - would rather compare teclistamab with other BCMA/CD3 BsAbs.

[E_L]

Last year AMG 420, a BiTE vs BCMA, in R/R MM, there was a 70% response rate (7/10) with 5 out of 7 responders achieving a sCR at 400 µg/d https://meetinglibrary.asco.org/record/172158/abstract

[E_L]

compared to - At the highest dose, 7/9 (78%) pts responded @270 µg/kg

[E_L]

Front-line daratumumab in newly diagnosed AL amyloidosis patients. https://meetinglibrary.asco.org/record/186678/abstract

[Sukkeralf]

Could this be the reason why it takes a bit longer before we have data: Renal response was seen in 2/4 (50%) evaluable patients with median time to response of 152 days (94 – 194).

[E_L]

could be. we have seen articles showing benefit with rapid hematological responses, maybe renal is what we are waiting for

[Helge_LarsenPI-redaktør]

Markedet sætter sig over næste hele linjen i dag. Alligevel strømmer køberne til når kursen på Genmab nærmer sig et dagsfald på 2%.

[StockBull]

Tyder på der er noget stort på vej og det kan som bekendt være partnerdeal eller det bud på Genmab der nu er pænt indregnet i nuværende kurs efter min mening

[nohope]

Den faldt bare ikke nok igår. Teorien om at nogen ved noget og handler på den viden er ikke sandsynlig i min optik.

[Helge_LarsenPI-redaktør]

nohope..Jeg tvivler på at aktien i et mere positivt marked i dag ville have haft et fald.

[GeorgeBest]

Så er det fordi ingen i management har solgt. Menige ansatte skal ikke rapportere.