Genmab — Maj 2021

[Helge_LarsenPI-redaktør]

God morgen.

[Helge_LarsenPI-redaktør]

Spørgsmål til Q&A er meget savnet.

[E_L]

@Bulder , If I look at comparison with earlier epcoritamab data, for the higher dose;

[E_L]

For DLBCL ≥48 mg (n=11); ORR 91% (CR=55%; PR=36%) versus november data: (n=7); ORR 100% (CR=28.6%; PR=71.4%)

[E_L]

FL at doses ≥12 mg (n=5) was 80% (CR=60%; PR=20%) versus november data: (n=3); ORR 100% (CR=66.7%; PR=33.3%)

[E_L]

I think that looks very very solid, with responses clearly deepening over time, PR’s converting to CR’s. No additional Aes. That treatment was ongoing in only 15 (22%) patients from the starting of the original 68 is unpleasant to read though, but this is in aggressive disease with patients heavily pretreated.

[E_L]

I find the comparisson with Glofitamab a bit difficult, they are longer into the trial (27 months? vs 14 months). If i can compare Glofi DLBCL ORR of 41.1% (n = 30), with CR in 28.8% (n = 21). And FL ORR 55.2% and CR 34.5%, Epco clearly seems better?

[E_L]

It is rather annoying that EHA have embargoed some abstracts again, I copied this on Talquetamab yesterday:

[E_L]

Conclusion

Talquetamab, at the RP2D of weekly 405 μg/kg SC, demonstrated a high clinical response rate and was well-tolerated in patients with relapsed/refractory MM. Based on the pharmacokinetic data, other SC dosing strategies are also being explored. The promising efficacy and safety profile, and the convenience of SC dosing support monotherapy development and combination approaches with this novel agent.

[E_L]

I think AEs looked probably a bit high with some grade 3/4 neutropenia and anemia, but looking at above conclusion it looks as if they think they can improve that with a different dosing strategie

[Bulder]

Thx E L. Yes, the shift from PR to CR is impressing.

[Bulder]

I suppose we'll soon see a filing of dara as maintenance.

[Bulder]

Nice that you got the conclusion from Cass part 2 before they locked it up.

[Bulder]

Ser ud til at Dax'en lader sig inspirere af us-nedtur i går. Futterne dog ikke helt så røde.

[GeorgeBest]

11:39 agree E L, for me epco also looks best-in-class

[GeorgeBest]

we still to have wait to see if Glofi comes with a subcu version, but if not epco clearly looks like a potential winner

[Bulder]

On the safety-side epco clearly has the advantage of only making CRS grade 1 or 2, where glofi is associated with some cases of grade 3 and 4.

[Legolas23]

Der er vel også et økonomisk aspekt epco Vs Glofi ?

[Bulder]

Dax'en ser ud til at rette sig efter at have været nede med 2% i formiddags. Nu minus 0,5%

[Bulder]

Futterne begynder så småt at grønnes. Vix nede med 8%