Genmab — September 2024
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Selv om ventetiden er lang, så synes jeg egentlig, at det er meget klogt at Jan ikke belyser Genmabs HEXACD38 planer (ved opt ud) nu, altså før data foreligger. Den lektie har Jan lært. Sådan set giver han bare en stribe argumenter for, at HEXA ligger perfekt til JNJ. og så slut.
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Måske fordi alternativet er pinligt ringe ? Uden opt i fra JNJ så er Hexa tæt på værdiløst? Det er udelukket fra at blive udviklet til hovedformålet og kan måske bruges perifert til andre formål - anvendelser der end ikke kan dække omkostningerne til at udvikle/opnå godkendelse.
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we don't know that yet. maybe it has a future in solid tumors if no steroids are needed. or autoimmune diseases, where we have already seen how Dara can be effective. We al remember possibilities for CD38 in rheumatoid arthritis. I would think Genmab has a fairly good idea of possible alternative routes, even though they have not made it public
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Her er jeg også ret overbevist om at der er en plan B.... og vil give @gentogen ret - der er ingen god grund til at forvirre markedet mere end det tilsyneladende er.... Som det er nu er det temmelig sort og hvidt opt ind eller ud?..... Når det er sagt, så føler jeg at plan B er nærmest ikke eksisterende i Jan's sind...
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TRANSCRIPT
JNJ.N - Johnson & Johnson at Morgan Stanley Global Healthcare
Conference
https://s203.q4cdn.com/636242992/files/doc_downloads/2024/09/jnj-usq_transcript_2024-09-04.pdf -
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Godmorgen
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EL 11.22 I clearly assume that Genmab already has a plan B ready if CD38 is not selected by JJ. They've definitely already looked into it. And - yes, it could be, for example, Rheumatoid arthritis, or other autoimmune diseases, which is an extremely large target. But could also be completely different indications. with regard to Rheumatoid arthritis, there are, by the
way, a great many co-morbidities linked to it. -
New longer-term data from the MARIPOSA study confirm superior outcomes of chemotherapy-free RYBREVANT
plus LAZCLUZE
regimen compared to osimertinib monotherapy as first-line therapy https://www.prnewswire.com/news-releases/rybrevant-amivantamab-vmjw-plus-lazcluze-lazertinib-show-strong-favorable-overall-survival-trend-versus-osimertinib-in-egfr-mutated-advanced-lung-cancer-302241208.html -
WCLC - P4.11E.11
Dosing Regimen for Acasunlimab (DuoBody-PD-L1x4-1BB) In Combination with Pembrolizumab -via https://cattendee.abstractsonline.com/meeting/20598/Session/279 -
J&J bolsters Rybrevant-Lazcluze's case against AZ's Tagrisso with survival analysis https://www.fiercepharma.com/pharma/jj-bolsters-rybrevant-lazcluzes-case-against-azs-tagrisso-nominal-survival-win
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Stephen V Liu, MD
@StephenVLiu
Oral session at #WCLC24 on targeted therapy chaired by Drs.
@drprunellab@LeXiuning
starts with Dr.
@ShirishGadgeel
with an update on MARIPOSA https://x.com/StephenVLiu/status/1832842542158901496 -
Thanks E L.
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I thought the nice Rybrevant data could give us a good upward move today. But it shouldn’t be so…
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