Genmab — December 2023

Klarussen

Thank you. This makes a lot of sense. Early intervention is better than later trying to cure

E_L

well, don't forget that there are also side effects of treatment AND that these treatments are very expensive, so you don't want to give them if you do not have a high degree of confidence that they actually help

E_L

unless you are JNJ, then you always want to sell them

Klarussen

Well my biggest concern with J&J is that, depending on the arbitrary case, they do not want to take CD38 further because there`s more profit and money invested in Darzalex for the time being, but thats another matter...

Klarussen

And we do not know a lot about CD38s potential at this point anyway, so... pure speculation of course

E_L

there will be plentiful potential in hexabody-CD38 if the data are as we are hoping for , even if JNJ will not opt in, there is possibly a lot of value in that drug for Genmab. But a JNJ opt in would make life a lot easier...

Klarussen

Exactly, life would be a lot easier and things would progress much much quicker. And what if J&J opts in and then choses to slow down things until the patent of Darzalex runs out?

Bulder

En ting jeg aldrig rigtig har forstået: Hvis jnj vælger ikke at opte in, har Genmab forpligtet sig til ikke at udvikle hex38 i MM og Amy, hvor Dara er godkendt. Hvis Genmab taber voldgiftsappellen, kunne jnj fristes til ikke at opte in, fordi der venter en royaltyfri årrække. Og så står Genmab for alvor med håret i postkassen. Jeg begriber ikke, at Genmab er gået med på de betingelser, men det kan nogen måske forklare?

Bulder

… årrække på dara.

JKY_VH

Nej, den slags er tåbeligt og helt uden formål at gå med til den slags betingelser. Har ferieafløseren været på spil? Bortset fra det, er jeg sikker på at JNJ nok skal opte in.

E_L

was this not part of the original daratumumab agreement that Genmab can not develop a competitive antibody? can't remember for sure...

E_L

@Klaussen old dara agreement stipulates how "Janssen shall use Commercially Reasonable Efforts to Develop, Manufacture and Commercialise Licensed Product" - you can assume this to be the same for HexaCD38 https://www.sec.gov/Archives/edgar/data/1434265/000104746919003334/a2238822zex-10_1.htm

Bulder

No if they opt in they’ll not slow down. But they are free not to opt in, even if hex38 is a good drug.

JKY_VH

Det må koste på CSR-kontoen, hvis man spænder ben for færdigudviklingen af et præparat der er markant bedre end Dara. Jeg tror de skyder sig selv i foden, hvis de gør det, og forhåbentlig bliver de overhalet indenom af konkurrenterne. Så nej, det forestiller jeg mig ikke vil ske.

gentogen

Sådan set enig, men lige netop "commercially reasonable" kan jo betyde alt muligt

gentogen

I øvrigt har jeg tænkt som EL 14:34. Men så meget mere mystisk er det jo, at JNJ reelt har konkurreret imod Genmab ved at "udvikle" Faspro

royal

Farligt at tro at Dara er den hellige gral. Hvis Hexa er så meget bedre end Dara skal JnJ nok tage den.

E_L

The Lancet Haematology
@TheLancetHaem
Won Seog Kim presents data from the EPCORE NHL-5 dose escalation and expansion trial testing the bispecific antibody epcoritamab plus lenalidomide in patients with r/r DLBCL. One DLT (neutropenia) was observed (primary endpoint). ORR was 71.9% and CR was 53.1% #ASH23 https://twitter.com/TheLancetHaem/status/1733924588126666831

Bullish

Er epcoritamab studiet en overraskelse, eller var det ventet?

ProinvestorNEWS

Genmab har lovende resultater med kræfthåb i svært behandlelig lymfekræft https://www.proinvestor.com/investornyt/1088770/genmab-har-lovende-resultater-med-kraefthab-i-svaert-behandlelig-lymfekraeft