Genmab — December 2020
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"I think broadly now, that we’ve seen whenever we add daratumumab to the standard of care, whatever that may be, we seem to see a significant improvement in progression-free survival and improving depth of response,” he said. https://www.hcplive.com/view/daratumumab-pomalidomide-relapsed-refractory-multiple-myeloma
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Legolas ikke så meget nyt - artiklen mener nok at JNJ/Legends CAR-T er i førertrøjen omend de døjer med lidt neurotox. Regenron og JNJs BaAbs kommer vel ind som nummer to. Amgens BsAbs lider begge. BCMA ADC har for lav responsrate og AEs, hvor specielt ocular tox er et problem. Så ingen direkte vinder endnu....
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No, I think it is only for people registered for ASH
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talking about analysts, i was a bit surprised that Sydbank had not yet included anything on epco "Han har endnu ikke har indregnet de nye midler som eksempelvis epicoritamab i sine egne modeller, men siger at de også kommer med i beregningerne i takt med at flere data bliver offentliggjort" https://www.euroinvestor.dk/nyheder/sydbank-saerdeles-positive-data-fra-genmabs-nye-studie
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Tak Bulder. Denne paragraf er super: „Med så flotte data i relapseret/refraktær sygdom, så er det næste naturlige skridt at rykke de bispecifikke antistoffer frem i behandlingslinjerne – ultimativt helt frem i første linje. Det helt store formål er jo at øge det kurative potentiale så meget som muligt. Det er dét, der tæller for patienterne og for virksomhederne.”
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Så er spørgsmålet, kan Epcoritamab ikke blive til mere en 4 bn $ i topsalg?
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Verhult mente 4 bn, Velford var mere beskeden med 2,6 bn
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