Genmab — Marts 2021

[E_L]

I think the real question is if we are going to hear anything else on the CD38 development front until the finalisation of the arbitrage... autoimmune, solids, smoldering, with Dara or HexaCD38...

[GeorgeBest]

Do you think Janssen with purpose will be holding back information regarding those programs as long as the royalty issue isn‘t settled?

[E_L]

They could. But also, the outcome of the arbitrage may determine what the best development path / way forward is for JNJ financially, they may decide to wait for that. Or they may use their development option for HexaCD38 as a pressure point in the arbitrage…

[E_L]

just look at Pfizer's Bourla. He said the company’s scientists and engineers gained a decade’s worth of experience in the past year working on the Covid-19 vaccine with Germany’s BioNTech SE , and is ready to pursue mRNA on its own. -ON ITS OWN he said. Screw BioNTech. https://www.wsj.com/articles/pfizer-goes-it-alone-to-expand-vaccine-business-beyond-covid-19-pandemic-11616491800

[E_L]

lovely industry really isn't it.

[GeorgeBest]

I understand the issue with hexacd38. But if it is significantly better than dara, they should follow that path. Just to fend off competition like Sarclisa, CAR-T and many other. Furthermore they would cut off HALO with a move to hexacd38...

[E_L]

I agree, just saying they may wait with deciding that. And the longer they wait, the more development costs for Genmab.

[E_L]

and you are now assuming HexaCD38 will not need HALO, are you sure?

[GeorgeBest]

No

[E_L]

neither do I. But I think we can rest assured that Genmab will do whatever they can to get this into SC themselves if possible lol

[Helge_LarsenPI-redaktør]

Aktier/middag: Zealand og Norden tager teten i surt marked

Just a moment...

(www.proinvestor.com)

[troldmanden]

Jeg har stillet spørgsmål til Jan ang Hexacd38 vs HALO. Så må vi se om Helge får plads til spørgsmålet

[E_L]

I doubt he'll be able to answer that, until they know what their optimal dose will be

[E_L]

Health Canada approves Kesimpta https://www.newswire.ca/news-releases/health-canada-approves-kesimpta-r-the-first-and-only-self-administered-targeted-b-cell-therapy-for-relapsing-remitting-multiple-sclerosis-rrms--853527292.html

[ienk1]

jeg ved ikke om den hr været vist før https://propatienter.dk/sygdomme/kraeft/lymfekraeft/3512-behandlingsrevolution-indenfor-lymfekraeft-vi-har-set-hvordan-tumorerne-pa-mindre-end-et-dogn-svandt-ind-og-blev-helt-blode-det-er-naermest-uvirkeligt.html?fbclid=IwAR17mbvEXXiU1bcst0GcynosgJF3CgfPHVcTkz_YtSKGlPtHF_TVexO9p7o

[troldmanden]

EL they should have a VERY god picture of that already when they compare thier preclinical PK models

[Bulder]

ienk1: Nej det er en ny (i øvrigt god baggrunds-)artikel, men vi havde forleden lidt debat om glofi vs epco pba en netop offentliggjort videnskabelig artikel, som også er nævnt i indledningen til dit link.

[Bulder]

Det er bl.a. Martin Hutchings begejstring for bispecifikke antistoffer, som gør at jeg tror på epco. Spørgsmålet er så, hvor stor en markedsandel epco vil kunne få.

[Bulder]

For konkurrence vil der blive.

[GeorgeBest]

Bulder: har vi set noget konkret på om Roche vil udvikle en subcu version for Glofitamab?