Genmab — November 2024

[gentogen]

part

[Raun]

@JKY_VH kl. 12.31... Kursmæssigt sker der jo som sædvanligt ikke noget, med disse positive artikler. Men vi skal da være glade, så længe artiklerne ikke har en modsat negativ klang. - Så ryger vi jo lige lukt i hullet

[E_L]

BioNTech 3rd Quarter 2024
Financial Results & Corporate Update presentation
https://assets.main.pro2.maf.media-server.com/13657c81f8f940d982ff233fb03e447c/Q3_2024_BNTX_Presentation_FINAL.pdf -GEN1042 update expected in 2025.

[E_L]

the acasunlimab Ph 1 / 2 trials still show in the presentation, I guess they will continue to contribute financially to these until finalised?

[gentogen]

None of them are recruiting any more, so the fimnancial impact is probably very low (if any)

[JKY_VH]

Raun 14:46, du har (desværre) fuldstændig ret

[E_L]

small new trial - Epcoritamab for the Treatment of Relapsed or Refractory Post Transplant Lymphoproliferative Disorders https://clinicaltrials.gov/study/NCT06672705

[E_L]

https://ash.confex.com/ash/2024/webprogram/start.html#srch=words|epcoritamab|method|and|pge|1|byDayany|any|bySymposiumany|any|byAudienceany|any ASH abstracts available. Getting 64 hits when searching for epcoritamab... good luck...

[Bulder]

of which
17 Are oral.

[E_L]

Here you can find the SITC abstracts https://jitc.bmj.com/content/12/Suppl_2

[Bulder]

Gen1042: Conclusions DuoBody-CD40×4-1BB demonstrated biologic and early antitumor activity with a favorable safety profile in patients with advanced solid tumors. Expansion cohorts, including combination therapy with PD-1 inhibitors, are currently enrolling.

[E_L]

SITC24 Acasunlimab https://jitc.bmj.com/content/12/Suppl_2/A821 & https://jitc.bmj.com/content/12/Suppl_2/A752

[E_L]

Bulder i think that is from an earlier SITC, a few years ago
?

[E_L]

SITC24 Duo

Body -EpCAMx4-1BB (BNT314/GEN1059) https://jitc.bmj.com/content/12/Suppl_2/A833

[Bulder]

Sorry

[E_L]

SITC24 Traverse Biotech is developing TB-Bs1, a CD3xROR2 bispecific antibody generated using the DuoBody(R) platform, https://jitc.bmj.com/content/12/Suppl_2/A1185

[E_L]

SITC24 The combination of HexaBody-OX40 with PD-(L)1 blockade potentiates agonistic activity in vitro and antitumor activity in vivo -GEN1055
https://jitc.bmj.com/content/12/Suppl_2/A842

[Plimsoller]

Thank you E L. I don't understand half of it, but it at least seems positive. What I don't understand is why Biontech opted out. Is there anything in those links indicating why that could be?

[Plimsoller]

My question is about Acasunlimab (should you have any doubts).

[E_L]

No. I think you have to see it in the light of this, from Biontech results: (“R&D”) expenses were €550.3 million for the three months ended September 30, 2024, compared to €497.9 million for the comparative prior year period. For the nine months ended September 30, 2024, R&D expenses were €1,642.4 million, compared to €1,205.3 million for the comparative prior year period.