Genmab — Februar 2024

[E_L]

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

[E_L]

JV, epco was 50/50 after initial development

[E_L]

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

,

[E_L]

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

[JørgenVarnæs]

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

[JørgenVarnæs]

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

[Raun]

Tak for din vurdering @Solsen

[E_L]

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

[JørgenVarnæs]

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

[E_L]

i their defence, the epco approval was record speed

[E_L]

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

[E_L]

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...

[E_L]

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

[E_L]

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

[JørgenVarnæs]

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.

[E_L]

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...

[E_L]

and they have been able to hire the staff to do that

[E_L]

we both remember the time they had to fire staff, long time ago...

[E_L]

don't get me wrong, i am also impatient and would love to see more, but i do still like their track record, albeit some with the help of JNJ

[ProinvestorNEWS]

Novo lægger mere end en Genmab til markedsværdien efter opkøb https://www.proinvestor.com/investornyt/1112779/novo-laegger-mere-end-en-genmab-til-markedsvaerdien-efter-opkob