Genmab — Februar 2024
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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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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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Apart from hexa - when was the last time we saw results from the clinic on new programs?
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how is KYSO the same as the need to enter 50/50 partnerships to get something off the ground?
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EL, indeed. But where are all the other programs showing clinical promise?
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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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but perhaps worse - there is a profound lack of phase 3 programs in the pipeline
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