Genmab — September 2024

[Solsen]

Compare the Amivantamab combo against Tagrisso alone in naive NCSCL pts is not the right comparison. Tagrisso plus Chemo are more realistic https://www.astrazeneca.com/media-centre/press-releases/2024/tagrisso-with-the-addition-of-chemotherapy-approved-in-the-eu-as-new-1st-line-treatment-for-patients-with-egfr-mutated-advanced-lung-cancer.html

[Solsen]

It explains why market isnt rewarding Genmab.

[Solsen]

But the Lupus story is very interesting. I belive the CD38 target has lot of potential outside cancers.

[Solsen]

I know the target is BCMAxCD3 in tec. But CD38 could be interesting if JNJ dont opt.in.

[E_L]

certainly is. many articles of Dara in Lupus. maybe we can even allow JNJ to combine teclistamab with Hexabody-CD38

[Bulder]

Hvis ung

[Bulder]

Hvis jnj ikke opter in skal vi 200 kr ned. Hvis de gør skal vi 1200 op. Så på den måde kan man da godt sige, at der er mere upside potentiale end det modsatte. Men det fjerner ikke downside risikoen.

[Plimsoller]

Er der noget der forhindre jnj i ikke at opte ind på Hexa for derefter at komme med et købstilbud på Genmab, og så få fat på det alligevel?

[Plimsoller]

*forhindrer

[Raun]

Det vil godt nok være en svinestreg af de store. Men JnJ skal vel så også ud og opfinde nye muligheder for CD38...

[Raun]

Altså hvis JnJ ikke opter ind

[E_L]

@lymphomahub
CONGRESS | #SOHO2024 | POSTER
Lorenzo Falchi
@MSKCancerCenter
presents data from the phase I/II EPCORE NHL-2 trial of fixed-duration epcoritamab + R2 in 1L FL (updated data from Arm 6) and single-agent epcoritamab as maintenance treatment after SOC in FL (first disclosure of Arm 7). N=41, ORR=95%,CR=85%. https://x.com/lymphomahub/status/1833200014384107809

[lahn1]

Solsen, tro ikke der er mange der har store forventninger til Rybrevant i1L selvomeSC Rybrevant havde en brdre AE profil. Men JNJ sigter vel stadigvæk efter 50% mrk shr i 1 L og det er optimistisk.

[lahn1]

Selvom PFS peger på en fordel til Tagrisso så mangler vi OS data for begge.

[Helge_LarsenPI-redaktør]

Godmorgen

[Stroka]

God morgen

[bibob]

God morgen.

[transalp]

Go morgen ..

[LP90]

Godmorgen

[E_L]

it is going to be hard to keep track of all the data releases for Epcoritamab... all the different arms... let alone the comparison with competition...