Genmab — Marts 2021

[GeorgeBest]

Winkel har udtalt at Epcoritamab forventes at blive det mest værdifulde produkt for Genmab...

[exitnu]

@nohope - god pointe.

Clinical trial success rates by therapeutic area as of 2020: https://www.statista.com/statistics/1201162/clinical-trial-success-rates-by-therapeutic-area/

[E_L]

ha, i just read JPmorgan increased chance for epco approval to 36% on the start of the PhIII

[E_L]

https://pharmaintelligence.informa.com/~/media/informa-shop-window/pharma/2020/files/article-packs/jp-morgan-2021--day-3.pdf p 48

[E_L]

the reason i think it is higher in this case is 1) there was a lot on interest in epco according to Jan (I don't think he was lying there) 2) Abbvie will have done due diligence (so a 2nd party due diligence) 3) initial results looked good 4) doctors enthusiasm around the conferences on the initial data

[Bulder]

That's what we are all hoping for. Succes in both epco and gen1046 will pave the way for citi's blue sky. But we all also know that there is no guarantee.

[Solsen]

We should not forget CD37. Think its undervalued. We have seen very robust preclinical data.

[Bulder]

Yes, and CD40

[Bulder]

I have a Q for Winkel regarding CD40

[Darvin]

Enig GB 14.02 - han talte ikke om hvorvidt Epco som produkt skulle blive større end Dara. Kun om værdi for Genmab

[Bulder]

It had estimated primary completion in dec last year. But we have heard nothing.

[DevOp]

De plejer at bruge ca.3 måneder på at koge data sammen, så der må snart komme lidt topline results på gen1042

[DevOp]

Synes ikke, der var en helt vildt høj response rate på de tal, vi så i december, men er der ikke noget med, at 20% er højt i solide?

[Bulder]

Var det cd40x4-1BB?

[Bulder]

Gen1042 beskrevet for pts https://www.cancer.dk/aeggestokkraeft-ovariecancer/behandling/forsoegsbehandling/forsoegsbehandlinger/2954/

[Solsen]

Tror stadig der spøger noget safety bag 4-1BB. Synes deres nye udviklingschef var lidt mudret omkring dette i et svar ved H20.

[DevOp]

Muligvis min hukommelse, der er grød. Var det i stedet 1046, vi fik lidt resultater fra i dec?

[Bulder]

1046 fik vi lidt om allerede i november, men det var en skuffelse/tynd kop te. Sagde ikke rigtig noget. Vi blev enige om at vente til asco.

[Bulder]

Det var på SITC i november.

[DevOp]

Så er det mig, der blander dem sammen. Men vi burde i hvert fald nærme os 1042 top line results meget, hvis vi ser på den tid, de plejer at bruge til det.