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  4. Genmab — Februar 2024

Genmab — Februar 2024

Planlagt Fastgjort Låst Flyttet Genmab
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  • JørgenVarnæsJ Offline
    JørgenVarnæsJ Offline
    JørgenVarnæs
    wrote on sidst redigeret af
    #112

    Masser af R, begrænset D og tungetunge administrationsomkostninger

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    0
    • JørgenVarnæsJ Offline
      JørgenVarnæsJ Offline
      JørgenVarnæs
      wrote on sidst redigeret af
      #113

      var det ikke Novod, der kaldte set-uppet for "døde penge"

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      0
      • E Offline
        E Offline
        E_L
        wrote on sidst redigeret af
        #114

        the 50/50 split Genmab wants is a significant hurdle for partnerships with big pharma i believe. and very possibly one of the reasons some of the larger bi-specific deals we have seen over the last few months were not with genmab technology. But i can't blame them for pursuing 50/50, after what happened with JNJ, i would also not want to be in a position like that again...

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        • JørgenVarnæsJ Offline
          JørgenVarnæsJ Offline
          JørgenVarnæs
          wrote on sidst redigeret af
          #115

          But it's really not that hard - once you have run the safety/dose escalation part of the clinical development, you are in a very different place negotiation-wise. GEN has done very little of this. In fact, it seems they need to partner with other companies to have the necessary tech to even get programs into the clinic

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          • S Offline
            S Offline
            Sukkeralf
            wrote on sidst redigeret af
            #116

            If Genmab want and ADC for instance they need to partner up with a ADC company like everyone else

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            0
            • JørgenVarnæsJ Offline
              JørgenVarnæsJ Offline
              JørgenVarnæs
              wrote on sidst redigeret af
              #117

              Apart from hexa - when was the last time we saw results from the clinic on new programs?

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              • S Offline
                S Offline
                Sukkeralf
                wrote on sidst redigeret af
                #118

                Thats a good thing I think - different targets needs different tech

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                • JørgenVarnæsJ Offline
                  JørgenVarnæsJ Offline
                  JørgenVarnæs
                  wrote on sidst redigeret af
                  #119

                  how is KYSO the same as the need to enter 50/50 partnerships to get something off the ground?

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                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #120

                    on ADC; to be honest, i had expected something from their collaboration with Abbvie there, Jan was very enthusiastic at the time on Abbvie's ADC technology

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #121

                      but we haven't seen anything with Abbvie really besides epco

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                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #122

                        JV, epco was 50/50 after initial development

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                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #123

                          they stopped a few programs, eg HexaBody-DR5/DR5
                          , DuoHexabody-CD37, DuoBody-CD3x5T4

                          ,

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                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #124

                            that is not something you hope for in advance offcourse, ideally these would have gone further allready

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                            • JørgenVarnæsJ Offline
                              JørgenVarnæsJ Offline
                              JørgenVarnæs
                              wrote on sidst redigeret af
                              #125

                              EL, indeed. But where are all the other programs showing clinical promise?

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                              • JørgenVarnæsJ Offline
                                JørgenVarnæsJ Offline
                                JørgenVarnæs
                                wrote on sidst redigeret af
                                #126

                                So far we've seen nothing from the Biontech collab but vailed hints about synergistic effect. I can't point to a single thing in the pipeline with the potential to break through

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                                • R Offline
                                  R Offline
                                  Raun
                                  wrote on sidst redigeret af
                                  #127

                                  Tak for din vurdering @Solsen 🙂

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                                  0
                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #128

                                    well we are waiting for GEN1042 /46 data, these are overdue, like HexaCD38 seem all a bit delayed. Not sure if that is due to covid

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                                    • JørgenVarnæsJ Offline
                                      JørgenVarnæsJ Offline
                                      JørgenVarnæs
                                      wrote on sidst redigeret af
                                      #129

                                      but perhaps worse - there is a profound lack of phase 3 programs in the pipeline

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                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #130

                                        i their defence, the epco approval was record speed

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                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #131

                                          you need ph1 and 2 first JV, you can't skip a stage unfortunately...

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