Genmab — December 2020

[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. "

[E_L]

They are not going to throw one of their top-earners under the bus...

[GeorgeBest]

Thanks E L. What confuse me with 48-60 mg group (91% ORR), if they cut out 60 mg ORR drops, but there is on data on patients only receiving 48 mg? There is a group 12 - 48 mg. Which of cource has lover ORR...

[GeorgeBest]

Talquetamab may be even more interesting than Teclistamab, because JNJ is first mover in a less crowded market.

[GeorgeBest]

less crowded target.

[Mcjean]

Hvad med forskellighederne i graden af sygdom, hvor mange behandlinger de to grupper havde op til? noget du har research på eller er det for svært at aflæse udfra data?

[GeorgeBest]

Begge grupper er heavily pretreated

[GeorgeBest]

Jeg ikke læst alle fodnoter, det bliver squ meget langhåret

[E_L]

it says that population Includes 3 patients who received 60-mg dose before RP2D was determined. If you look at the charts with tumor changes , it may not actually make that much difference in ORR?

[GeorgeBest]

Good, but it would have been nice with a group of only 48 mg

[GeorgeBest]

Haven‘t they decided on the optimal dose for Glofitamab? They call it step up dosing...