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  4. Genmab — Februar 2025

Genmab — Februar 2025

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • S Offline
    S Offline
    Sukkeralf
    wrote on sidst redigeret af
    #477

    Kunne være cool at bruge HexCD38 i et HexElect stof med en arm mod et andet target måske - før eller siden skal de vel tage hul på HexElect teknologien.

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    • S Offline
      S Offline
      Sukkeralf
      wrote on sidst redigeret af
      #478

      Det må vel være at betragte som noget Janssen ikke skal blande sig i - i hvert fald hvis de ikke tager optionen

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      • L Offline
        L Offline
        lahn1
        wrote on sidst redigeret af
        #479

        SEB har Opt ind i deres model med PT2400 med med en lille værdi. De tror ikke Erzo får nær samme revenue stream som Dara. og har ogs derfor regnet med et stort dyk i revenues i 29 og 31 tror jeg det er.

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        • L Offline
          L Offline
          lahn1
          wrote on sidst redigeret af
          #480

          Der er vel sandsynligvis et meget mere differentieret behandlingtilbud i fremtiden, med plads til Erzo i MM.

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          • L Offline
            L Offline
            lahn1
            wrote on sidst redigeret af
            #481

            Enig Sukkeralf, det er ikke de 150m men selv om Erzo ikke når 1L som Dara kunne der ligge profit i fremtiden til behandling i 2 og 3 L. Gider man ikke udvikle en kandidat til 2 og 3.L ?

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            • L Offline
              L Offline
              lahn1
              wrote on sidst redigeret af
              #482

              Darvin - meget interessant vinkel den med Fastpro er et nyt drug. Er der en kattelem i Erzo kontrakten der beskytter Dara mod konkurrence og ikke specifikt beskytter mod konkurrence i MM indikationen. Ville være fedt med payback til JnJ hvis det var casen 😄

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              • L Offline
                L Offline
                lahn1
                wrote on sidst redigeret af
                #483

                Should Janssen not exercise its option, the terms of the agreement allow Genmab to continue to develop and commercialize HexaBody-CD38 for DARZALEX-resistant patients, and in all other
                indications except those multiple myeloma or amyloidosis indications where DARZALEX is either approved or is being actively developed.

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                • L Offline
                  L Offline
                  lahn1
                  wrote on sidst redigeret af
                  #484

                  Så fra 2029 kan Gmab markedsføre Erzo i USA i MM og fra 2031 ie EU 😄

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                  • W Offline
                    W Offline
                    w
                    wrote on sidst redigeret af
                    #485

                    Yor are clever!

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                    • W Offline
                      W Offline
                      w
                      wrote on sidst redigeret af
                      #486

                      you

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                      • G Offline
                        G Offline
                        GeorgeBest
                        wrote on sidst redigeret af
                        #487

                        @lahn1 Genmab kan i MM
                        kun markedsføre Erzo I Dara resistente patienter. Som vist ikke er et ret stort marked.

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                        • S Offline
                          S Offline
                          Sukkeralf
                          wrote on sidst redigeret af
                          #488

                          Ikke sikker på det er så simpelt desværre - gætter på at der i forbindelse med licensaftalen på daratumumab er forlangt af Janssen at GEnmab ikke må arbejde mere indenfor CD38, så længe aftalen løber. Genmab har så henvendt sig til Janssen med muligheden for HexaCD38 og de har indgået en aftale om at Genmab må arbejde i området mod at Janssen får optionen. Så noget for noget deal. Genmab må muligvis begynde arbejde indenfor CD38 efter 2030, men så tager det jo en del tid at nå over målstregen.

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                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #489

                            from last summer; Daratumumab Retreatment Leads to Responses in Relapsed/Refractory Myeloma https://www.onclive.com/view/daratumumab-retreatment-leads-to-responses-in-relapsed-refractory-myeloma "generated a similar overall response rate compared with initial treatment with a daratumumab-based regimen "

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                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #490

                              i don't really find any figures of how many patients become Dara refractory every year, but the more patients are treated with Dara, the larger that number will become.

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                              • L Offline
                                L Offline
                                lahn1
                                wrote on sidst redigeret af
                                #491

                                LOL, det var nu også kun for sjovt, men en tiltalende tanke, nu når Fastpro er bestemt til at være et nyt produkt. Hvis eller presse medl. fra Genmab 11. juni 2019 refererer korrekt, står der jo Darzalex og ikke CD38. Efter 2030 passer da Gmab fint.

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                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #492

                                  and you get 100% of earnings -after development/ trials / commercial costs- So you need say, maybe 20% of the original Dara patients to become refractory and treated with erzo to get the same income stream as with Dara now? is that so unrealistic?

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                                  • L Offline
                                    L Offline
                                    lahn1
                                    wrote on sidst redigeret af
                                    #493

                                    EL, that is super interesting. But Jan did not sound like he thinks there will be a market for Erzo at the earnings cal when asked what if ... would Gmab develop Erzo further. Oddly if he thinks the Erzo is such a good drug. But I think I would prefer Gmab hold on to Erzo rather than make a new Erzo agreement with JnJ for alle indications with a low single digit royalty.

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                                    • S Offline
                                      S Offline
                                      Sukkeralf
                                      wrote on sidst redigeret af
                                      #494

                                      E L - today these patients have alternatives like tec and tal. Then maybe it should be in powerful combinations. Or if all know HexaCD38 works better than Darzalex it could be off label sales in other lines that approved for.

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                                      • S Offline
                                        S Offline
                                        Sukkeralf
                                        wrote on sidst redigeret af
                                        #495

                                        But we also need sc dosing probably - do Janssen have sc dosing possibilities left at Halozymes?

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                                        • L Offline
                                          L Offline
                                          lahn1
                                          wrote on sidst redigeret af
                                          #496

                                          “I think the data looks brilliant. I mean, where you would have told me 10 years ago that it is possible to make a more positive antibody than daratumumab, I would have laughed at it because I wouldn't have believed it because daratumumab is a unique antibody, is one of the best therapeutic antibodies developed over the last decades.

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