Genmab — Februar 2024
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Epcoritamab on the EMA PRAC agenda, Scope: Extension of indication to include treatment of adult patients with relapsed or
refractory (R/R) follicular lymphoma (FL) after two or more lines https://www.ema.europa.eu/en/documents/agenda/agenda-prac-meeting-5-8-february-2024_en.pdf -
BOFA sees a peak sales for Kesimpta of $5.7bn vs cons $5.1bn https://twitter.com/semodough/status/1754694000307494971
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I'm looking for a more direct connection between development cost and clinical effect - till now a lot of money has been thrown at early stage programs with no visible effect. This has forced analysts to consider development initiatives as pure loss-giving activities - maybe this is why Genmab is considered a cost sinkhole by the market...?
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what do you expect from them then, concretely? because the only way i can imagine them proving this to you is to grind through these early stage programs into maturity and hopefully approval. i don't know how else they can do this? isn't that what biotech is all about?
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Sure - I want to see signs of clinical effect coming out of phase 1 programs. So far we get nothing or vailed references to synergistic effect
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What is the promise of the early stage pipeline? We have no idea
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We have heard about solid tumors for quite some time now - but only seen glimpses of effect from tisutomab
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Is there anything there? We don't know
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...because data wasn't deemed to be very KYSO - in fact the data has changed market sentiment away from opt-in.
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here we are in year 24 of GENs existence - CD38 is closed country, cd3cd20 is heavily contested by Roche - and little else to show
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