Genmab — Juli 2020

[Stroka]

Société Générale er nok ikke færdig med at lempe ud. Slet ikke når der er købere nok i de høje luftlag.

[Helge_LarsenPI-redaktør]

Ny ATH.

[bibob]

Ja, dem kommer vi nok til at se en del af i fremtiden.

[E_L]

Novartis : Ofatumumab has the potential to become a 1st choice
for a broad range of RMS patients and physicians

Potential for broad and early high efficacy in RMS -Powerful sustained efficacy
-Favorable safety
-Precise and targeted B-cell therapy
-Flexibility through at home self-administration

[E_L]

Based on strong ASCLEPIOS I & II data
-Superior efficacy for relapses, MRI activity
-Substantial reductions in disability progression1
-9/10 patients had no evidence of disease activity in year 2

-No significant signals of infections/ malignancies

[E_L]

Launch leverages established position and deep customer insights -✓ Rapid and broad availability of
Ofatumumab upon approval ✓ Highly customized approach
for early adopters
✓ Flexible and customer-centric
onboarding process

[Helge_LarsenPI-redaktør]

[Solsen]

Sounds good but Roche will fight all they can. Impressing launch of Ocrevus they had.

[E_L]

yes, i have also been thinking about a possible vaccine interfering with the launch; B cell depletion of anti-cd20 drugs may require a break/pause in treatment

[E_L]

However, B cell depletion apparantly is not as bad for Ofa as it is for ocrevus, and, because of monthly dosing may be easier / faster
to manage

[E_L]

so it may even work in Ofa's advantage

[Solsen]

The advantage for ofa is obviously. Mainly due the low dose. But Roche is is powerfull competitor.

[Solsen]

Low dose - sc version with alle the advances and not depletion of all b-cells so infections wont be a problem. Ofa is a perfect drug for RRMS but not first mover. Exciting what Novatis can do in terms sales.

[Fritten]

Udover at casen bare er god, hvilke kurstriggere ned/op ser i så indenfor de næste 3-6 måneder?

[Solsen]

Data på PD-L1 x 4-1BB (Biontech samarbejdet) og ofa i RRMS er vigtige. Førstnævnte kan virkelig trække kursen, hvis data er så gode som vi håber. Jeg tror/håber, at det er nævnte data der gør, at JW tør udtale sig så positivt, som han gør. Andre data offentliggøres også indenfor 6 mdr.

[E_L]

yes, it will be very different going forward, the amount of data we'll have to track for Genmab, it used to be simple with only Dara

[E_L]

besides updates on what we got earlier this year, Tiso, with a possible BLA and data on other tumors, Epco, Enapotamab HexaDR5DR5...

[E_L]

in addition, we have a PDUFA for the Dara Candor regimen in November, filing Andromeda and some hope for Amivantamab BLA towards the end of the year...

[E_L]

BioNtech raising money again , Rights Offering for up to 6,681,850 Ordinary Shares Including Ordinary Shares Represented by American Depositary Shares

[Solsen]

Biontech have almost tha same valuation as Genmab. Someone made a good investment in the IPO !