Genmab — December 2020

[GeorgeBest]

Verhult mente 4 bn, Velford var mere beskeden med 2,6 bn

[GeorgeBest]

Også et stærkt statement: På baggrunde af de data, vi har tilgængelige nu, er det ikke muligt for mig at sige, at epcoritamab performer bedre end glofitamab eller omvendt. Umiddelbart er data på epcoritamab overlegne, men antallet af patienter er småt, og responsraterne for glofitamab er også tårnhøje, og som sagt kan data fra de sidste otte patienter i glofitamab-studiet jo rykke ved resultaterne,” siger Martin Hutchings.

[Bulder]

NHL markedet https://drug-dev.com/global-non-hodgkin-lymphoma-therapeutics-market-value-to-hit-9-2-billion/

[GeorgeBest]

OK. Så noget mindre marked end f.eks. MM. Takker igen

[E_L]

don't forget that market size can grow substantially by drugs that are able to keep patients alive longer; it makes a big difference if you can give your drug for only 8, 9 months or for 2, 3 years (or in MM many years nowadays)

[E_L]

so in a sense good durable drugs create their own market

[E_L]

very interesting (or should i say surprising) that he thinks approval could be sought relatively soon, based on just these data

[Bulder]

Bispecifikke antistoffer har stort potentiale mod solide tumorer https://onkologisktidsskrift.dk/behandlinger/haematologi/1768-bispecifikke-antistoffer-har-stort-potentiale-i-solide-tumorer.html

[Bulder]

Indeed very interesting

[Bulder]

Noterede mig lige denne her: "..patienter ... med kilovis af tumormasse i kroppen, som er gået i komplet remission,” siger Martin Hutchings. - Kilovis!

[Bulder]

Bringer mindelser fra de glade Sirius-dage, hvor vi også læste om tilsvarende jubel-historier.

[E_L]

is Hutchings the lymphoma Plessner

[Solsen]

JW hintede for ikke længe siden, at det måske var en hurtig vej til approval på epco.

[Plimsoller]

Hvad vil en hurtig approval sige i form af tid? Sikkert et svært spørgsmål, men har I et bud på et interval?

[E_L]

well , first you have to file, that could easily take a few months, talking to regulators and getting all the data compiled. Abbvie has plenty of experience with that though

[E_L]

After that, a fast track would not surprise me, mabye RTOR. Say anohter 8 months or so i would guess? That would be fast

[Plimsoller]

Ok, so we are talking within a year in case it is possible. That IS fast - let's hope

[Plimsoller]

Thank you E L.

[E_L]

i have to say i was a bit surprised Hutchings mentioned it, but we look a lot at MM where the bar is set much higher now, with many drugs already working well and long. In this area , if you see patients still at CR after 12 months you are already doing really well i guess . I keep forgetting that.

[Sukkeralf]

IGM Biosciences (IGM2323 - CD20/CD3 IgM BsAb) was predicted to go down after ASH. Yesterday it went up 16% and today 8% even though they are going for an emission. So probably something to still keep an eye on !