Genmab — Oktober 2024

[E_L]

Q3-2024-PFE-Earnings-Release Pizer Tivdak $34 (32 US, 2 international) https://s28.q4cdn.com/781576035/files/doc_financials/2024/q3/Q3-2024-PFE-Earnings-Release-Final.pdf

[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