Genmab — Juni 2020

[Bulder]

De går ikke efter upfront-betalinger. Vil hellere have 50-50-aftaler.

[E_L]

you can indeed listen to the replay now; hint: it only starts at minute 50 with me...

[E_L]

has anyone found the Andromeda LBA yet at the EHA site?

[E_L]

is it this one ANDROMEDA
https://library.ehaweb.org/eha/2020/eha25th/303396/efstathios.kastritis.subcutaneous.daratumumab.2B.cyclophosphamide.bortezomib.html?f=listing%3D0*browseby%3D8*sortby%3D2*search%3Dandromeda

[kkjoel]

Han taler om 3 gange så god Hematological CR i Andromeda data.. og secondary endpoints (organ damage) , der er "very, very trongly improved m dara".

[Bulder]

Flere epco-data d. 12. juni, men snapshot, så ikke om 48 mg expansion part.

[E_L]

The 6-month cardiac response rate was 42% for DARA-CyBorD and 22% for CyBorD (P=0.0029); 6-month renal response rate was 54% and 27%, respectively - Renal even higher as cardiac

[Bulder]

Den partner de "kører på" er blue chip med masser af erfaring med det hæmatologiske område. Men de får stadig nye henvendelser vedr. epco.

[Bulder]

De forventer at indhente Roche og Regeneron.

[kkjoel]

Han siger at US commercialization rights er vigtigt for "the next stage of the company".

[kkjoel]

Mime8 duobody med NOVO er "15 gange bedre end Hemlibra".

[kkjoel]

Han regenr med at have to ekstra egne molekyler i klinikken ved udgangen af året.

[Bulder]

Måske hører vi på eha nærmere om de 5 pts, der var på 48 mg, når det nu er valgt som RP2D.

[kkjoel]

Osse i EHA Andromeda abstract: "The CR rate was 53% for DARA-CyBorD and 18% for CyBorD". Kan ikke huske om tallet har været fremme her før - men 3 gange så god CR - det lyder da temmelig godt?!

[kkjoel]

For nu at sige det på nordjysk...

[Bulder]

Det stod i pressemeddelelsen forleden

[E_L]

on epco : up to now we still get parties reaching out to us to start conversations to partner epco but we prioritised 1, blue chip with a lot of expertise in heamophilia area

[E_L]

"we will surprise the market with a very sizable upfront"

[E_L]

very interesting indeed on PD-L1/4-1BB , but also on the Novo nordisk Duobody, did he really say 50x better as others there?

[E_L]

Isatuximab also has an LBA at EHA for combi with Kd