Genmab — December 2022

[Stroka]

God morgen

[Sukkeralf]

GB den aftale Genmab lavede med Synaffix er mere plain ADC - den med Bolt er hvor man vedhæfter et immunstimulans istedet for et toxin.

[Sukkeralf]

Der blev dog også lavet en større aftale mere i stil med Bolt aftalen i går:

[Sukkeralf]

Just a moment...

(firstwordpharma.com)

[Sukkeralf]

Mersana har også et samarbejde med Synaffix - et B7-H4 ADC, så lidt en konkurrent til Genmabs BsAb B7-H4/CD3 i hvert fald på target. Modaliteten er jo ret forskellig!

[GeorgeBest]

Tak Sukkeralf, så Genmab er med på ADC toget

[Sukkeralf]

Ja i princippet har de jo også adgang til Abbvies ADC teknologi via deres aftale omkring epco i sin tid. De fælles forskningsprogrammer hører vi dog ikke noget til, så svært at vide om der sker noget overhovedet.

[E_L]

yes, difficult to judge. This was around the JPMorgan Healthcare Conference last year: "btw when talking about Synaffix and ADC ; he [Jan] mentioned that they are also working with AbbVie ADC..."

[E_L]

and we know Jan was impressed by AbbVie ADC technology, calling it ADC 3.0

[E_L]

maybe something for the next Q&A, the analysts don't seem interested in it

[Sukkeralf]

I have asked at a Q&A a while ago - and there it seems like nothing happened. But it was Andrew that day so maybe its a better question for Jan !

[Sukkeralf]

Also a lot of milestones connected to that part so hopefully something will show up over time - it could be cool to get some BsAb ADC going...

[E_L]

Christmas reading- Journal of Clinical Oncology- Epcoritamab, a Novel, Subcutaneous CD3xCD20 Bispecific T-Cell–Engaging Antibody, in Relapsed or Refractory Large B-Cell Lymphoma: Dose Expansion in a Phase I/II Trial - https://ascopubs.org/doi/pdf/10.1200/JCO.22.01725

[Sukkeralf]

Roche got approval:

[Sukkeralf]

Just a moment...

(firstwordpharma.com)

[Solsen]

Det ser ud til at Biogen har en meget eksklusiv og indbringende aftale med Roche på CD20 target !

[E_L]

FDA again a lot slower as europe, i think EMA approved in the summer already

[Solsen]

Yes that was not the vase some year ago. FDA have som truble both in speed and judgement.

[E_L]

Genmab-partner nærmer sig markedet med endnu en milliardsællert https://ugebrev.dk/marketwire/genmab-partner-naermer-sig-markedet-med-endnu-en-milliardsaellert/

[Helge_LarsenPI-redaktør]

Glædelig jul til alle skribenter og jer som læser med.