Genmab — Maj 2021

[Helge_LarsenPI-redaktør]

Er svagheden i biotekaktier forbigående?
Bryder Novo Nordisk ud af sit kursinterval? Er inflationsfaren reel – eller er det et buzzword? Samt verden ifølge elonmusk
& tsla. Lyt med i afsnit 66 af Investeringspodcasten med PerNordnet
ogHelgeLarsen. https://www.nordnet.dk/blog/afsnit-66-af-investeringspodcasten-om-biotekaktier-og-verden-ifoelge-elon-musk/
.

[Solsen]

Bemærkningen “mostly manageable” er da interessant, som også bulder fremhæver 23:35

[JørgenVarnæs]

Bulder 13.56 tusind tak for info

[E_L]

ASCO : Updated phase 1 results of teclistamab - https://meetinglibrary.asco.org/record/195433/abstract

[E_L]

ASCO : Updated results of a phase 1, first-in-human study of talquetamab - https://meetinglibrary.asco.org/record/195432/abstract

[E_L]

I didn't realise JNJ are also trying Amivantamab subcutaneous WITHOUT hyaluronidase , so just SC administration of a low concentration (50 mg/mL) formulation of amivantamab alone. Let's hope that works well enough. https://meetinglibrary.asco.org/record/201164/abstract

[E_L]

any thoughts on Amivantamab in combination with lazertinib for the treatment of osimertinib-relapsed? https://meetinglibrary.asco.org/record/196820/abstract
not sure if this is the same sub-group as previously presented?

[Bulder]

Bemærker lige at teclis heller ikke har CRS over grade 2. 30% CR som monoterapi er stærkt. Vi er i 6. linje i gns.

[Hamming]

Lidt konkurrence til Genmab og Biontech
https://www.fiercebiotech.com/biotech/numab-raises-111m-to-challenge-genmab-biontech-for-emerging-pd-l1-opportunity

[E_L]

JNJ press release - Updated Amivantamab and Lazertinib Combination Data Demonstrate Durable Responses and Clinical Activity for Osimertinib-Relapsed Patients with EGFR-Mutated Non-Small Cell Lung Cancer - https://www.jnj.com/updated-amivantamab-and-lazertinib-combination-data-demonstrate-durable-responses-and-clinical-activity-for-osimertinib-relapsed-patients-with-egfr-mutated-non-small-cell-lung-cancer

[E_L]

and a bit more on amivantamab https://endpts.com/jj-busts-out-a-small-update-for-its-antibody-tki-combo-in-lung-cancer-whetting-appetites-as-fda-thinks-it-over/

[Bulder]

thx E L. Easier to understand

[E_L]

one more then - Biotech
ASCO: Johnson & Johnson's bispecific lung cancer combo shows promise as Tagrisso backup, but the Big Pharma wants more https://www.fiercebiotech.com/biotech/asco-janssen-s-bispecific-lung-cancer-combo-shows-promise-as-tagrisso-back-up-but-big

[Sukkeralf]

Nice work diggin´ good stuff up

[E_L]

ASCO : A phase 1b, open-label, dose-escalation study to evaluate camidanlumab tesirine (Cami) as monotherapy in patients (pts) with advanced solid tumors. https://meetinglibrary.asco.org/record/196008/abstract

[Bulder]

Well, response not impressive. But dont know what to expect in these indications.

[E_L]

no, maybe we'll hear a bit more in June; this is data from December with only 'Median (range) treatment duration was 22 (1–178) days'

[E_L]

another maintenance abstract - Daratumumab (DARA) maintenance therapy following DARA + cyclophosphamide, bortezomib, and dexamethasone (CyBorD) induction therapy in multiple myeloma (MM): End-of-study analysis of LYRA https://meetinglibrary.asco.org/record/195444/abstract

[E_L]

and one more maintenance on the Auriga trial, Dara vs SOC https://meetinglibrary.asco.org/record/201317/abstract

[Bulder]

I wonder if they'll wait for that study before they file dara as maintenance, or if Cass part 2 is enough.