Genmab — December 2020

[AaBforever]

Der var ikke nogen ketchup-effekt.

[AaBforever]

Er det fordi data var gode,
men bare ikke gode nok for markedet?

[JohnW]

Bekymring for at T&T tager topsalget fra Darzalex?

[Plimsoller]

Det er sket flere gange at kursreaktionen først kommer efter en dag eller to.

[nohope]

Tossetimen - mandag morgen - hvad kan I forvente ?

[AaBforever]

Alt!!;-)

[GeorgeBest]

Jeg har forsøgt at sammenligne Epcoritamab med Glofitamab. Epcoritamab er SC, Glofitamab er p.t. IV. Nogen mener der vil senere komme en SC version. Fordel Epcoritamab

[GeorgeBest]

Safety. Epcoritamab havde 1 grade 3 AE. Glofitamab havde 1 grade 3 og 1 grade 4 (DLBCL). Fordele Epcoritamab

[GeorgeBest]

Efficiens DLBCL. Epcoritamab på ORR 68%, CR 46%. Glofitamab ORR 61%, CR 54%. Er nok omtremt ligegodt...

[GeorgeBest]

Hvis man ser på doseringsundergrupper så er der flere data med op til 91% ORR i Epcoritamab, men det er for langhåret for mig til at evaluere...

[GeorgeBest]

Roche har nok ein first mover fordel, men Genmab har safety og SC på sin side.

[GeorgeBest]

Hører gerne kommentarer hvad I mener...

[E_L]

i think you should indeed look at the 91% as that is the subgroup with the RP2D, so going forward they will use 48mg

[E_L]

caveat; there are a few patients with 60mg in there

[E_L]

but then, that may be a similar issue with Glofi, not sure what their dose will be, also bit difficult as they look at a total for NHL while epco is split

[E_L]

but that sub group split DLBCL / FL doesnt make that much difference so far with these few patients

[E_L]

we have had a lot of comments here over the past years to be worried about safety; and that actually looks surprisingly good?

[E_L]

let me repost this FierceBiotech article- ASH: J&J links subcut BCMA bispecific to 73% response rate, plots aggressive investment https://www.fiercebiotech.com/biotech/ash-j-j-links-subcut-bcma-bispecific-to-73-response-rate-plots-aggressive-investment ; interesting on Dara / T&T concerns

[E_L]

"Initially, J&J, like its rivals, is going after heavily pretreated patients but it plans to move into earlier lines of therapy. J&J is testing the bispecific in combination with its anti-CD38 blockbuster Darzalex and has aspirations to establish it as a maintenance therapy and in the smoldering myeloma space."

[E_L]

"J&J will face competition as it seeks to establish teclistamab but approaches the challenge on the back of its success reshaping multiple myeloma treatment with Darzalex. "