Genmab — December 2020

[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 !

[Sukkeralf]

Maybe even more interesting to follow is IGM8444 that just started in the clinic - its a IgM DR5 antibody.

[Sukkeralf]

Genmab should buy them

[E_L]

maybe there was an even larger emission expected ? I don't get it... smells fishy to me, not buying it lol