Genmab — Maj 2022

[StockBull]

jeg forestiller mig Epco og CD38 kan trække 20 mia i 2031

[StockBull]

forventningerne for i år er 12 mia så der passer dagens kurs vel meget godt taget det sure marked med i betragtningen. Nasdaq -23% nede i år og Genmab -7%

[gdn55]

Hvad med Super Dara, har i ikke den med i jeres negative, positive spådomme?

[E_L]

EPCORE DLBCL-1 update on clinicaltrials (finally...) (good increase in trial locations) https://clinicaltrials.gov/ct2/history/NCT04628494?A=7&B=8&C=merged#StudyPageTop

[Bulder]

Must say, looks very ambitious

[E_L]

it IS ambitious

[Bulder]

Note, Russia is recruiting. Hope they'll stay in.

[ProinvestorNEWS]

USA/åbning: Rentefrygt tynger stemningen i blandet handelsstart https://proinvestor.com/investornyt/817852/usa-abning-rentefrygt-tynger-stemningen-i-blandet-handelsstart

[bikube]

480 patienter fordelt på over 200 klinikker,det kan da kaldes World Wide.

[Helge_LarsenPI-redaktør]

God morgen.

[ProinvestorNEWS]

God morgen.

[E_L]

Redirecting T-cell activity with anti-BCMA/anti-CD3 bispecific antibodies in Chronic Lymphocytic Leukemia and other B-cell lymphomas https://twitter.com/ImmunoHematAMS/status/1521505131396751360

[E_L]

https://aacrjournals.org/cancerrescommun/article/doi/10.1158/2767-9764.CRC-22-0083/694767/Redirecting-T-cell-activity-with-anti-BCMA-anti In conclusion, our data show that BCMA expression is not only limited to MM, but can also be detected to various levels on other B-NHL subtypes and CLL. [] CLL cells, which expressed low levels of BCMA could be efficiently targeted by teclistamab, providing proof of principle that BCMA-directed therapies might be beneficial for other B-cell malignancy patients

[E_L]

besides MM.

[Bulder]

Thx E L. JnJ submitted bla around new year. Do we know any pdufa date? And do we know royalty rate?

[E_L]

no, i don't think we have a PDUFA. they got FDA Breakthrough Therapy Designation
Jun21, dec BLA; I am hoping we can get an approval this summer? Royalty i now think 4-5% (given that Amivantamab is between 8% and 10%) ?

[Solsen]

I belive Amivantamab i higher than 10% at best. And I belive 6-8% on tec. Iam always optimistic

[E_L]

that is what i thought until i read in the last annual report "m. Under our agreement with
Janssen, Genmab will receive milestones
and royalties between 8% and 10% on net
sales of RYBREVANT."

[E_L]

and then i thought teclistamab is possibly half of that.

[Solsen]

Ok When JW says double digit on Ami its 10%