Genmab — Oktober 2020

[Solsen]

Once again a good day. Heading ATH I belive

[Legolas23]

Jeg synes, det var prangende salgstal,som også lå over konsensus. Jeg ved ikke, hvad du havde regnet med. Jeg er sikker på, at Genmab trækker sig fint ud af retsagen, og derfor forventer jeg ny ATH inden for en måned.

[Teller]

mht. retssagen - Mon ikke Genmab selv skal have indgået en aftale om betaling af royaltyes, hvis der skal gælde sådan en... Ellers er det vel stadig afregning for det aktive komponent Genmab levere i en hvilken som helst drug... Jeg tror på ledelsen har styr på det, ellers bliver jeg MEGET skuffet med den hyre de får, alt inklusiv.

[Doublo]

God onsdag morgen. I modsætning til en sag der indankes for en domstol af en part, er begge parter i voldgiftsager enige om, af få afprøvet et tvivlsspørgsmål ved en uvildig instans. En klar fordel er, at parterne kan udpege en voldgiftdommer med specifik viden, på netop det område hvor tvivlen er opstået, hvor dommerne i en retssag ved domstolene er generalister. Hvis der ikke er en klokkeklar vinder i sagen, kan voldgiftdommeren også medvirke til forlig mellem parterne.

[Helge_LarsenPI-redaktør]

God morgen. :_)

[transalp]

Go morgen..

[E_L]

Johnson & Johnson (JNJ) Management on Q3 2020 Results - Earnings Call Transcript https://seekingalpha.com/article/4378919-johnson-johnson-jnj-management-on-q3-2020-results-earnings-call-transcript?part=single

[E_L]

The usual positive comments on Dara, but also on amivantamab

[E_L]

"As we head into the fourth quarter, we look forward to additional planned submissions, most notably our U.S. filing of our BCMA CAR-T in multiple myeloma as well as the U.S. filing for amivantamab in non-small cell lung cancer.

[E_L]

I would also point to some of the filings that we anticipate here in the near-term with respect to the CAR-T BCMA as well as amivantamab for non-small cell lung cancer, potentially on the horizon and part of the mix in 2021.

[E_L]

-Maybe I can take the question on the EGFR-cMet antibody amivantamab. It is a really exciting project for us. You asked about near-term and long-term. First on the antibody itself, it's a really interesting antibody. It's unique to us and it incorporates both EGFR binding peak and the CMS binding peak and CMS is common resistance mechanism for EGFR therapy. So it's both the primary mutation and the resistance mechanism at the same time.

[E_L]

The near-term plan is to go forward with an Exon 20 EGFR tumor, non-small cell lung cancer, there are really no good opportunities for patients with Exon 20 signatures. But that's how we will begin but our eyes are on the larger EGFR mutation market and patients in non-small lung cancer. So with time, we plan on exploring multiple lines of therapy and eventually all EGFR containing tumors."

[E_L]

JNJ pipeline https://www.investor.jnj.com/_document/jnj-pipeline-q3-2020?id=00000175-21bf-d7ee-a9fd-39bfc4380000

[Sukkeralf]

anything about filing for approval this year with amivantamab or anything about the new Duobody in the clinic?

[E_L]

I think 10:50 points to amivantamab filing in Q4?

[E_L]

Beyond that i can only find JNJ-7957 (BCMA/CD3), JNJ-7564 (GPRC5D/CD3) for planned filing 2020-2023

[Sukkeralf]

10:50 E L - ohh yes sorry !

[Bulder]

Thx E L

[Bulder]

I didn't realize we were that close to an amivantamab filing.

[Sukkeralf]

Its going to be fun to see milestones for filing and approval to get a feeling about how backloaded these Duobody deals are