Genmab — December 2022

[E_L]

It's a while ago this was written 'Assuming epco gets approved, and 1 biontech duobody, then for these first 9 Genmab approved antibodies, 8 of them will be blockbusters, Kesimpta will be multiple blockbuster, Teclistamab, Talquetamab, Tepezza now are prognosed for >$4bn and Dara and Rybrevant >$5bn. That is just unheard of for a biotech.' but seems fully on track... maybe Mim8 will be #9 though, as GB suggested or even Inclacumab...

[E_L]

Ash 2022 – talquetamab heads to the regulators https://www.evaluate.com/vantage/articles/events/conferences-trial-results/ash-2022-talquetamab-heads-regulators

[E_L]

PET scan for Richters / epco https://twitter.com/asernapareja/status/1601716206050115584/photo/1

[Bulder]

Seems like a little concern over the fatal infections in the tec-dara-len combo. One covid and one sepsis. Hope this will be discussed on R&D Day.

[Bulder]

https://www.youtube.com/watch?v=8yirKYro2cw talquetamab

[ProinvestorNEWS]

Just a moment...

(www.proinvestor.com)

[GeorgeBest]

@Bulder. Jan will probably say it is a Janssen product, and refer the analyst to them.

[Bulder]

Also talq had 2 deaths due to covid. Maybe this problem will be solved when covid is over.

[Bulder]

GB: I think they should discuss the general issue with risk of infections and bispecifics.

[E_L]

at the same time, according to Dr Chari: “If you measure Covid antibodies, patients on [talquetamab] are producing antibodies. That’s a really different signal than what we’ve seen before.”

[Bulder]

Ye s, but as he says, it is tragic to loose a cr- patient to covid. I would like to hear if they can come up with something to avoid infections.

[Bulder]

Does anybody know when hex38 will be presented.

[E_L]

tonight https://ash.confex.com/ash/2022/webprogram/Paper159116.html

[E_L]

but it is a poster, so you have to hope someone will post something on twitter, we'll probably have to wait for the R&D

[E_L]

rest of the schedule by the way: https://ir.genmab.com/news-releases/news-release-details/genmab-announces-multiple-abstracts-be-presented-64th-annual

[ProinvestorNEWS]

ASH tråd. Fyld gerne på: https://www.proinvestor.com/boards/108608/

[Solsen]

Rafineret teknologi viser gode resultater. Dejligt med de mange fremskridt i cancerbehandling https://www.bbc.com/news/health-63859184

[Bulder]

Ham her har visse indvendinger imod talq-studiet: https://www.youtube.com/watch?v=PAvLpjVstOk

[Helge_LarsenPI-redaktør]

Den første del af kritikken er svært for lægmand at vurdere. Håber at nogen af vore eksperter kan byde ind. Det med det uetiske med den homøopatiske dosering i lavdosisgruppen er til gengæld nemt for de fleste at forstå og være enig i. Det er jeg i hvert fald.

[Bulder]

Han er i hvert fald ikke begejstret for car-t. Og så peger han også på bivirkninger. Infektioner af tec og udslet på huden af talq. Men som han selv siger, der er en pris at betale. Om man skulle gå direkte til randomiserede studier fra fase 1, kan jeg ikke vurdere. Men hvis det var muligt, ville fda vel have krævet det.