Genmab — November 2020

Bulder

2 more than in the Biontech slides. Do you know what indications?

Solsen

The most impressive is that JW said yesterday that they are selecting cancer indications which are known as not responders to PD-/PD-L1 drugs.

E_L

so we learned that that there were 2 more cohorts with undisclosed target in the CMD; a guess could be ovarian and colorectal, as they actually tried a relatively high # of patients in the PhI? And yesterday he said the # is even higher as 9

E_L

@Solsen isn't that what Judith said in the Q3? "s you see in the expansions, we are enrolling patients that are naive to checkpoint inhibitors in those tumors where the activity for PD-1s or PD-L1s is more sort of low. And in addition, we are enrolling like type tumor types that failed PD-1s, PD-L1s."

E_L

i thought it was interesting to hear Jan speak about AbbVie and also their next generation ADC technology. Wondering if we should put this in context with their decision on ADCT/ Cami T

E_L

of which they did not speak negatively by the way, Cami came up as another potential future revenue

E_L

Jan mentioned 5 Epco trials, where i only see 4, not sure if that was an error or we should see one very soon?

Solsen

He also said that the big epco ph 1/2 trial were inrolling in many cohort/indications which could lead to accelerated approval....

E_L

yes, it seems ASH could be more interesting as i had anticipated if they can reveal enough data on epco...

E_L

they also made me think about Enapotamab again , it has the same warhead as Tisotumab, i wonder if it could be a candidate for another 50:50 with Seagen. They already get a royalty.

Solsen

All points at a dead candidate in Enapotamab, I belive.

E_L

if they still see sufficient potential, such a partnership could be an elegant solution. We'll find out soon...

Solsen

Hope so

E_L

Jan said he had a fireside chat toghether with JNJ's Paul Stoffels 2 days ago, has anyone seen that?

Helge_LarsenPI-redaktør

We are pleased to share our financial
calendar for 2021. For details, visit https://ir.genmab.com/financial-cale

E_L

the new kid on the block with a new Ph2 trial -A Study of Talquetamab in Participants With Relapsed or Refractory Multiple Myeloma https://www.clinicaltrials.gov/ct2/show/NCT04634552?term=NCT04634552&draw=2&rank=1

StockBull

Wall street targets https://nbg1.your-objectstorage.com/proinvestor-dev/forum/boards/88705_tipranks.JPG

Klarussen

@StockBull, ja, spændende om det er herfra vi skal opad på retracement. Holder nu krudtet tørt indtil videre.

AaBforever

Pas nu på du ikke bare venter på Godot..;-)

E_L

Blood - A Novel Next-Generation FVIII Mimetic, Mim8, Has a Favourable Safety Profile. Results from a 26-Week Safety Study in Cynomolgus Monkeys https://ash.confex.com/ash/2020/webprogram/Paper137006.html