Genmab — November 2022

[StockBull]

Spændende hvad bundlinien bliver på Genmabs q3 regnskab. Gætter på 2.9mia årest første 9 mdr

[Sukkeralf]

From the viewpoint also: Besides, experts said they foresee the way being paved for Tecvayli to move into earlier lines of treatment relatively quickly. Analysts from Morgan Stanley pointed out that J&J has trials underway to do just that, and said this helps to bolster the sunny revenue outlook for the company’s multiple myeloma assets, projecting sales of Tecvayli to reach $6.6 billion by 2030 and Carvykti sales to garner $5.7 billion in that same time frame.

[Sukkeralf]

Quite a big drug Tecvali could become and in line with JNJ projecting >$5 billion.

[GeorgeBest]

ASH abstracts from Genmab https://ir.genmab.com/news-releases/news-release-details/genmab-announces-multiple-abstracts-be-presented-64th-annual

[GeorgeBest]

4 oral presentations of epco. 19 in total from Genmab

[Sukkeralf]

....but "only" poster presentation for HexCD38 - is that enough for us to expect convincing data?

[Solsen]

Time will show. Husk det er tidlige data.

[E_L]

3254 Preliminary Dose-Escalation Results from a Phase 1/2 Study of GEN3014 (HexaBody-CD38) in Patients (pts) with Relapsed or Refractory Multiple Myeloma (RRMM) https://ash.confex.com/ash/2022/webprogram/Paper159116.html

[E_L]

we knew from JPM conf Jan22; dose escalation data this year, small data maybe this year, but full data '23

[E_L]

and from Mathai Mammen, when he was still at JNJ, -This study with the HexaBody is being run by Genmab in close collaboration with us. And it's a next generation even more effective CD38 blocker, deep activity on CD38 positive cells. And we'll see data towards the end of this year that'll help us understand whether there's a path forward, both in multiple myeloma, by the way, and diffuse large cell B cell lymphoma. And so, this is exciting for us.

[Legolas23]

Hvornår er bagkanten LBA ? Kunne vi ikke få en overraskelse med der?

[E_L]

recommended phase 2 dose is established -primary objective of the trial-, but -to me most important- safety seems manageable, which was the biggest fear Jan had in the past

[E_L]

Looks a bit like Dara, with mainly 1st infusion related reactions?

[E_L]

However: 'Disease progression led to discontinuation in 80% of pts.' not sure what to make of that

[E_L]

Is it the first time we hear about GEN3017 (DuoBody-CD3xCD30)?

[E_L]

ASH 1366 Duobody-CD3xCD30 Demonstrates Potent Anti-Tumor Activity in Preclinical Models of CD30+ Hematologic Malignancies https://ash.confex.com/ash/2022/webprogram/Paper159396.html

[Solsen]

7 prior cycles makes it very difficult pts to treat.

[Solsen]

Its difficult to judge on 19 such pts and many with low conc. drug.

[E_L]

absolutely. safety is what it is all about at this stage for me. and we'll see a bit more data at the conference in december

[E_L]

ASH 611 Subcutaneous Epcoritamab in Combination with Rituximab + Lenalidomide (R2) for First-Line Treatment of Follicular Lymphoma: Initial Results from Phase 1/2 Trial https://ash.confex.com/ash/2022/webprogram/Paper158232.html the overall response rate was 90% (26/29), with 69% (20/29) having a complete metabolic response (CMR) as their best overall response.