Genmab — Maj 2022

[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%

[ProinvestorNEWS]

Aktier/middag: Mærsk højere og Pandora lavere efter regnskaber https://proinvestor.com/investornyt/818399/aktier-middag-maersk-hojere-og-pandora-lavere-efter-regnskaber

[anncba]

Nogen der ved, hvorfor Genmab er faldet så meget over de seneste par uger? Er det markedet generelt eller er der noget udfra tal, der skuffer? Det kan da ikke være eftervirkninger fra voldgiften (troede vi var ovre den?)?

[Bulder]

But 5% on tec isn't much. We must hope that it will a be combo partner with dara in stead of competitor in the early lines. In the late lines it will be a perfect treatment for dara resistant pts.

[StockBull]

NBI er faldet 10% de sidste 3-4 uger. Stigende renter.