Genmab — Oktober 2024

E_L

Exclusive: Genmab lines up T cell engager pact with Revitope Oncology https://endpts.com/exclusive-genmab-lines-up-t-cell-engager-pact-with-revitope/ https://www.revitope.com/

E_L

3 targets, Genmab pays $9mn upfront with potential milestones up to $600mn, solid tumors

bikube

Er Tivdak stadig kun i 3. line. ?

E_L

yes. and only US and since this summer Macau, (not yet in mainland China). i assume that is where the $
2mn international is from, or maybe off-label. EU and Japan submitted this year.

E_L

We are waiting to see if they will proceed with trials for head and neck cancer which was one of the goals for this year, but seems a bit less certain after a recent evasive
remark by Klimovsky

E_L

Where i first thought that maybe Pfizer would be less interested in furthere Tiso development, now it could certainly also be Genmab after the addition of the Profound bio portfolio. If they really think toxicity is less with those ADC's then it is with Tiso ,
it may be smart to invest the money there...

E_L

a few changes in the GEN1046 Safety Trial write up. Also completion dates delayed (again) by a year this time; I wonder, given that they already stopped recruiting early this year, could that mean that patients stay on the drug longer than expected? or how should we look at this? https://clinicaltrials.gov/study/NCT03917381?tab=history&a=35&b=36#version-content-panel

bikube

Thanks E L.

E_L

GEN1047 set to Active not recruiting at 179 actual patients vs 400 expected, so I guess that doesn't look good? Not a very big surprise , was expecting news this quarter, let's see if they can give an update next week
https://clinicaltrials.gov/study/NCT05180474?tab=history&a=16&b=17#version-content-panel

E_L

large new Amivantamab Ph3
trial Versus Cetuximab as First-line Treatment in Participants With KRAS/NRAS and BRAF Wild-type Unresectable or Metastatic Left-sided Colorectal Cancer (OrigAMI-2) https://clinicaltrials.gov/study/NCT06662786

lahn1

Tivdak er da godkendt i 2L cervical cancer med accelerate approval og 3 L SCCHN not ?

E_L

sorry, i stand corrected, misread the question, approved 2L+, not yet in first line

E_L

i think innovaTV 207 also ahs an arm for first line head an neck even if i am not mistaken lahn? (next to
2L+

E_L

Genmab indgår partnerskab med amerikansk kræftfirma

-Revitope Oncology https://medwatch.dk/Medicinal___Biotek/article17585749.ece

lahn1

Yes innovaTV207 arm F and G respectively Tivdak+Ketruda and the same + carboplatin i 1L SCCHN

E_L

ok. i assume we'll hear about plans for a potential new Ph3 trial next week, as the goal was to start it in 2024...

lahn1

on the last investor call my impression from Jan was that he would want to go ahead in with. ph3 but pending on PFE. But Tox is very high so maybe..... as you said minutes ago reg. Profound

lahn1

Hvad sker der med Gen1046. Udskudt 12 mdr. Ny tekst siger at, The average trial duration for an individual subject will be about 74 weeks. 17,6 mdr. som vi så på ASCO. Så tror v det overraskende gode OS holder ?. Hvad siger 21 weeks treatment duration os ? fortæller et noget om median DoR ? som ikke var nået på ASCO

Solsen

We can expect new trials with ADCs from the M&A - this is hot in the sector. T-cell engager is aæso

Solsen

…also hot. I had listened to a call where the KOLs said that we have come to a plateau in treating solid cancers. ADCs and T-cell engagers was mentioned as exsamples where new progress could come.