Genmab — Januar 2025
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JPMorgan- So can you confirm the data has now gone to J&J? Their clock has already started, is that where we are?
Jan Van De Winkel, Genmab A/S - President, Chief Executive Officer [2]
Absolutely. JNJ has access to all the data and the data room. We loaded it up in different batches, but it's all there. clock has started and the decision as per the contract, James must come in Q1 at the latest.
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Gentogen 12:54, ja det sagde Novod efter ASH. Det er det samme som at sige at selv om data er gode så vil de hellere se om en af fuglene på taget eller en fremtidig bi-specifik måske kan noget mere. Men det er efter min mening en slap analyse og ville være et kæmpe sats. Det eneste jeg kan se er at JnJ har låst Erzo og Gmab i MM så om de opter ud, og gmab må ligge Erzo i MM i skuffe kan JnJ altid senere komme tilbage hvis der ikke kommer nogle bi-specific der kan noget mere.
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Jeg så omtalt på yahoo, at JNJ risikerede dårligere kredit rating pga seneste M&A. Hvis de forhandler dybere kunne det jo være en fusion, hvor vi får nogle JNJ aktier. Mener de har en stor stak liggende fra deres fission for godt et år siden. Genmabs sælgerne står også og mangler stoffer
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some more quotes from JPM interview- So I think the mix is actually quite ideal when you have both access to immuno-oncology molecules and different types of ADCs. You can actually come to combination regimens, which are completely chemo-free and potentially much better treatments for different types of cancer.
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So what we intend to do is to actually explore them broadly. We have also other immuno-oncology antibodies right now. We have an HexaBody-OX40 in dose escalation with fantastic preclinical data you'll probably see going forward a mix of immune checkpoint targeted molecules together with and likely combinations also in clinical trials.
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And that is, I think, the holy grail. I mean right now, we've made a lot of progress as an industry in the hematology field over the last years, and we have been I think, very active together with J&J in multiple myeloma, essentially turning that deadly in curable cancer and to cancer, you can actually live it for many, many years with very good quality of life. But the reality is that in solid tumors, this is actually much more difficult.
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And I think with these new approaches, and I think you need courageous innovative companies to actually take those approaches and test those approaches despite investors and analysts becoming restless at some point because it's not going quick enough for them I see a number of them in the room now smile. But I think we now have solid financials. We are very, very profitable. We intend to stay profitable, and we're going to bite and deep and actually hold on like a pit ball until we actually
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