Genmab — Marts 2021

[Helge_LarsenPI-redaktør]

God morgen.

[E_L]

it was march OPEX yesterday, Quadruple witching, in a FED week, whole market saw large volumes.

[Bulder]

Jeg kan ikke lige huske, hvad epco præsterer på effekt-siden, men havde ingen CRS over grade 2 https://www.sciencedirect.com/science/article/abs/pii/S2152265020308910

[Bulder]

E L do you remeber efficacy on epco?

[Bulder]

ORR seems to be similar https://ash.confex.com/ash/2020/webprogram/Paper133820.html

[Bulder]

But fewer pts in the epco abstract from ash

[Bulder]

ORR was 100% at the 48 mg dose (epco)

[Bulder]

So all in all, efficacy not worse, safety better, and sc convenience. My opinion.

[E_L]

i am not sure if this Glofitamab data is new after ASH; it says data cutoff August 3 2020, have to look into it

[Bulder]

The epco data in the table from ash is a snapshot from July 6.

[E_L]

yes, so one would think the Glofitamab august 3 data was probably at ASH already?

[Bulder]

Not these data. Ash-data was of April 17 https://ash.confex.com/ash/2020/webprogram/Paper136044.html

[Bulder]

So these glofi-data are newer. We'll have to wait for the expansion-data of epco with more pts and RP2D.

[E_L]

ok. we'll probably see updates of both at ASCO?

[Bulder]

Expansion part is pretty big. 486 pts https://www.clinicaltrials.gov/ct2/show/NCT03625037?term=Epcoritamab&draw=2&rank=5

[Bulder]

Yes let's hope for asco. Primary completion is January next year. So at ash as the latest probably.

[gentogen]

man kan også bemærke at de er nødt til at give obinutuzumab forud 'to reduce toxicity'

[E_L]

yes, i think we can have good hope epco is safer and easier to administer. But it will also be a race to FDA approval, how much quicker will Roche be...

[Bulder]

Ja, det pynter jo ikke med grade 3/4 CRS

[E_L]

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