Genmab — Januar 2026
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Godmorgen
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Man må som udgangspunkt tro, at når Genmab laver et forsøg så må de forvente/håbe, at vise en effekt bedre end placebo. Så derfor er det ikke et godt resultat. Men det er mono vs lægernes valg og derfor er barren sat høj. Muligt at en bedre bivirkning kan danne baggrund for positivt slutresultat. Også muligt at resultatet ikke skader så meget pga at målgruppen næppe er så væsentlig i omfang i populationen, som epco henvender sig til.
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Jeg vil anbefale jer at bruge lidt tid på at nørde i hvorfor OS er en næsten umulig måling i monotherapi som denne. Derfor også denne store forvirring om det er gode data. Resultatet er bedre end standdart behandling. Hvilket er mega positivt. dog ville jeg ønske at Genmab giver en forklaring på hvorfor dataerne ser sådan ud og beroligere investerne. Enig med dig Gentogen i dine tanker.
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I think this is last data for EPCORE NHL-1 which was the Ph 1 /2 trial before DLBCL-1 and everyone was enthusiastic about. https://ash.confex.com/ash/2024/webprogram/Paper198714.html#:~:text=Conclusions: With a 3-year,-treat R/R LBCL.
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Overall response rate (ORR): 59%
Complete response (CR) rate: 41%
Median progression-free survival (PFS): 4.2 months overall; 37.3 months in complete responders (very durable in those who achieved deep responses) -
Oplysninger omkring seneste fase 3 dataer og hvorfor måling i OS ikke kan bruges i monoterapi. De oplysninger findes på Chat-GPT ned i mindste detaje og giver en imponerede forklaring på igårs resultater var positive. Det forklare også hvorfor både Finans og Børsen ser dette studie som gode resultater.
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Example: Imagine a simplified scenario in this trial:Patient A (epcoritamab arm): Achieves complete response, PFS of 12 months before progressing. Then starts CAR-T as rescue, but disease is more resistant post-bispecific exposure — survives another 12 months (total OS: 24 months).
Patient B (control arm): Progresses at 6 months on chemo, starts CAR-T immediately (while fitter, lower disease burden) — survives 18 months post-progression (total OS: 24 months). -
If control patients progress faster (as PFS suggests), they exit the trial sooner and start potent subsequent therapies while their disease burden is lower and they're healthier. This can extend their survival more than if they progressed later (as in the epcoritamab arm, where delayed progression means later rescues, potentially when patients are sicker or have more resistant disease).
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