Genmab — September 2024

[lahn1]

LOL Jo for dælen har ikke fået rette mit ark til endnu

[Helge_LarsenPI-redaktør]

Godmorgen

[Darvin]

EL 11.22 I clearly assume that Genmab already has a plan B ready if CD38 is not selected by JJ. They've definitely already looked into it. And - yes, it could be, for example, Rheumatoid arthritis, or other autoimmune diseases, which is an extremely large target. But could also be completely different indications. with regard to Rheumatoid arthritis, there are, by the
way, a great many co-morbidities linked to it.

[Darvin]

Hvem siger det bliver “perifert”

[E_L]

New longer-term data from the MARIPOSA study confirm superior outcomes of chemotherapy-free RYBREVANT plus LAZCLUZE regimen compared to osimertinib monotherapy as first-line therapy https://www.prnewswire.com/news-releases/rybrevant-amivantamab-vmjw-plus-lazcluze-lazertinib-show-strong-favorable-overall-survival-trend-versus-osimertinib-in-egfr-mutated-advanced-lung-cancer-302241208.html

[E_L]

WCLC - P4.11E.11
Dosing Regimen for Acasunlimab (DuoBody-PD-L1x4-1BB) In Combination with Pembrolizumab -via https://cattendee.abstractsonline.com/meeting/20598/Session/279

[E_L]

J&J bolsters Rybrevant-Lazcluze's case against AZ's Tagrisso with survival analysis https://www.fiercepharma.com/pharma/jj-bolsters-rybrevant-lazcluzes-case-against-azs-tagrisso-nominal-survival-win

[E_L]

Stephen V Liu, MD
@StephenVLiu
Oral session at #WCLC24 on targeted therapy chaired by Drs.
@drprunellab

@LeXiuning
starts with Dr.
@ShirishGadgeel
with an update on MARIPOSA https://x.com/StephenVLiu/status/1832842542158901496

[Helge_LarsenPI-redaktør]

Thanks E L.

[GeorgeBest]

I thought the nice Rybrevant data could give us a good upward move today. But it shouldn’t be so…

[E_L]

ESMO24 - 719MO - A phase I/II study of rinatabart sesutecan (Rina-S) in patients with advanced ovarian or endometrial cancer https://cslide.ctimeetingtech.com/esmo2024/attendee/confcal/presentation/list?q=719MO+

[E_L]

so, In Part B, ORR for ovarian cancer pts randomized and treated at 120 mg/m2 was 50% (6/12 pts)

[Darvin]

Agree
GB. Perhaps the investors are not paying close attention to Genmab at the moment, and have directed their attention elsewhere. The stock should go up, not down.

[E_L]

it is no fun taking this drug looking at the treatment-related adverse events , but they call it 'manageable TRAEs'. Fortunately no ocular toxicity or interstitial lung disease

[E_L]

There has been a lot of positive news on Rybrevant, Teclistamab, Talquetamab, even Dara over the last few months, but is has all been neglected. I don't even bother posting most of it anymore...

[Darvin]

Please do

[E_L]

Cancer drug offers life-changing results for severe lupus patient - teclistamab - https://www.news-medical.net/news/20240906/Cancer-drug-offers-life-changing-results-for-severe-lupus-patient.aspx

[E_L]

Amivantamab at ESMO -
https://cslide.ctimeetingtech.com/esmo2024/attendee/confcal/presentation/list?q=Amivantamab+

[lahn1]

First glance seem Rina-S ORR a bit lower than at SITC, but nice 50% at 120mg (MTD 140mg), lots af AE. This must be the data that convinced Gmab take over profound ? beside linker ect

[E_L]

this is the data they saw when buying Profound at Apr3, data cut off is Apr2. So they had clear inside on this AE profile and deemed it safe enough to buy. I think that is a big +