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  4. Genmab — Februar 2024

Genmab — Februar 2024

Planlagt Fastgjort Låst Flyttet Genmab
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  • JørgenVarnæsJ Offline
    JørgenVarnæsJ Offline
    JørgenVarnæs
    wrote on sidst redigeret af
    #117

    Apart from hexa - when was the last time we saw results from the clinic on new programs?

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    0
    • S Offline
      S Offline
      Sukkeralf
      wrote on sidst redigeret af
      #118

      Thats a good thing I think - different targets needs different tech

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      • JørgenVarnæsJ Offline
        JørgenVarnæsJ Offline
        JørgenVarnæs
        wrote on sidst redigeret af
        #119

        how is KYSO the same as the need to enter 50/50 partnerships to get something off the ground?

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        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #120

          on ADC; to be honest, i had expected something from their collaboration with Abbvie there, Jan was very enthusiastic at the time on Abbvie's ADC technology

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          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #121

            but we haven't seen anything with Abbvie really besides epco

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            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #122

              JV, epco was 50/50 after initial development

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              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #123

                they stopped a few programs, eg HexaBody-DR5/DR5
                , DuoHexabody-CD37, DuoBody-CD3x5T4

                ,

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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #124

                  that is not something you hope for in advance offcourse, ideally these would have gone further allready

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                  • JørgenVarnæsJ Offline
                    JørgenVarnæsJ Offline
                    JørgenVarnæs
                    wrote on sidst redigeret af
                    #125

                    EL, indeed. But where are all the other programs showing clinical promise?

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                    • JørgenVarnæsJ Offline
                      JørgenVarnæsJ Offline
                      JørgenVarnæs
                      wrote on sidst redigeret af
                      #126

                      So far we've seen nothing from the Biontech collab but vailed hints about synergistic effect. I can't point to a single thing in the pipeline with the potential to break through

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                      • R Offline
                        R Offline
                        Raun
                        wrote on sidst redigeret af
                        #127

                        Tak for din vurdering @Solsen 🙂

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                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #128

                          well we are waiting for GEN1042 /46 data, these are overdue, like HexaCD38 seem all a bit delayed. Not sure if that is due to covid

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                          • JørgenVarnæsJ Offline
                            JørgenVarnæsJ Offline
                            JørgenVarnæs
                            wrote on sidst redigeret af
                            #129

                            but perhaps worse - there is a profound lack of phase 3 programs in the pipeline

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                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #130

                              i their defence, the epco approval was record speed

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                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #131

                                you need ph1 and 2 first JV, you can't skip a stage unfortunately...

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                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #132

                                  and to start a Ph3 you really need to think you have a winner, i know everyone thinks they have too much money, but they are very costly...

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                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #133

                                    look at how long it takes for Lundbeck's Lu AF82422
                                    of Novo's mim8...

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                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #134

                                      let alone HuMax-IL8
                                      or MAGIC-8
                                      by BMS, when is the lat time we heard anything from them, i think they almost have 10 trials in clinic with that ab

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                                      • JørgenVarnæsJ Offline
                                        JørgenVarnæsJ Offline
                                        JørgenVarnæs
                                        wrote on sidst redigeret af
                                        #135

                                        again, indeed you need early stage clinical trials for that - but this is a company going on it's 24rd year, promising breakthrough R&D. And we are still only talking about 1st generation mabs.

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                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #136

                                          but you have to be fair in that only the last few years they have been able to spend real money based on Dara earnings...

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