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  4. Genmab — Februar 2025

Genmab — Februar 2025

Planlagt Fastgjort Låst Flyttet Genmab
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  • G Offline
    G Offline
    gentogen
    wrote on sidst redigeret af
    #60

    ClinicalTrials.gov

    favicon

    (clinicaltrials.gov)

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      E_L
      wrote on sidst redigeret af
      #61

      JPMorgan HexaBody-CD38 -But if they were not top in, could you potentially still develop the asset in some areas yourself? And could you even renegotiate with them to have more or freedom to where you develop the asset as well?

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        E_L
        wrote on sidst redigeret af
        #62

        Jan -I mean as per the contract, yes, we can develop the molecule of cells if the J&J would decide not to opt in but not any indications where daratumumab is on the market or where it's in late-stage clinical development. That means other indications in multiple myeloma. There's still some areas left where daratumumab doesn't work or stopped working. We can potentially think about other cancers like AML, diffuse line banner, where we have seen some very good preclinical data with this molecule.

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        • E Offline
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          E_L
          wrote on sidst redigeret af
          #63

          Another potential is solid tumors book.
          And the reason that I mentioned that, James, is that the antibody, which is part of HexaBody-CD38 is a very good block of the ecto-enzymatic activity of the CD38 molecule, which is involved in the creation of adenosine. Adenosine is an immunosuppressive molecule. So potentially, this antibody is much better immune activator than daratumumab. It could be a key reason to use it in combination with checkpoint targeted molecules based on preclinical data.

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          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #64

            Finally, this could be a molecule which is of important for treatment of I&I or autoimmune diseases and inflammatory diseases because of the that daratumumab is known to be actually pretty active in some of the inflammatory diseases. But this is all speculation, let's first wait on the J&J optinn
            decision.

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            • E Offline
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              E_L
              wrote on sidst redigeret af
              #65

              Absolutely, yes, and we have renegotiated contracts before, like the GSK contract.

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              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #66

                Q Would you be in a position to say, right, we're really like taking this into clinical development or would it more be we now need to do some very early exploratory trials because you just don't know that much yet about how well it would work, say, outside the DARZALEX indications?

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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #67

                  Jan You definitely need to look at safety and you probably need a subcutaneous formulation, I think, for many of these indications because what you see the trend is with antibody medicines that more and more of them are formulated formulations and definitely in multiple myeloma that is the situation. But also, of course, in automimmune
                  diseases. I mean, and that needs to be a next step, I think, once you decide on developing that program.

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                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #68

                    For Genmab, James, to be very honest, we need to, I think, under that scenario I would say, let's park it for now. But under that scenario, we would have to balance that with other programs we have in our own pipeline, which we already own 100% and we need to balance that.

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                    • L Offline
                      L Offline
                      lahn1
                      wrote on sidst redigeret af
                      #69

                      Ja det lyder som om der er hård konkurrence om R/D budgettet 😉

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                      • L Offline
                        L Offline
                        lahn1
                        wrote on sidst redigeret af
                        #70

                        Åhhh rigtigt sukkealf, det jo derfor den testes i kombi 🙂

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                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #71

                          not just on GEN1042 lahn, from Q3 24
                          ". And then at some point, we may actually also begin to combine some of the immune activator programs like the acasunlimab program with ADCs because we think it makes perfect sense conceptually to start combining those."

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                          • E Offline
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                            E_L
                            wrote on sidst redigeret af
                            #72

                            Merck -11.5% and Pfizer -3.5% on earnings...

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                              E_L
                              wrote on sidst redigeret af
                              #73

                              and RFK a step closer to getting the health secretary confirmation...

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                                E_L
                                wrote on sidst redigeret af
                                #74

                                Not an easy target apparently
                                ...: Pfizer drops its B7-H4 conjugate https://www.oncologypipeline.com/apexonco/pfizer-drops-its-b7-h4-conjugate

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                                  E_L
                                  wrote on sidst redigeret af
                                  #75

                                  InSysBio news
                                  @insysbio
                                  ·
                                  26 m
                                  February 4 is #WorldCancerDay. In this regard we would like to share the poster developed in collaboration with Genmab and BioNTech SE. Our latest posters https://x.com/insysbio/status/1886800901777555929

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                                    E_L
                                    wrote on sidst redigeret af
                                    #76

                                    A Virtual Patient Population was generated to simultaneously describe publicly available clinical data; The calibrated and validated VP population was used to estimate the optimal dose of
                                    acasunlimab

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                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #77

                                      also for GEN1042

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                                        E_L
                                        wrote on sidst redigeret af
                                        #78

                                        AMGEN Q424 TEPEZZA® (teprotumumab-trbw) generated $460 million of sales in the fourth quarter and $1.9 billion for the full year. TEPEZZA is the first and only approved treatment for thyroid eye disease (TED) in the U.S. and Japan. https://www.prnewswire.com/news-releases/amgen-reports-fourth-quarter-and-full-year-2024-financial-results-302367906.html

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                                          E_L
                                          wrote on sidst redigeret af
                                          #79

                                          https://investors.amgen.com/static-files/b97ca0b2-b182-4b3c-9251-9a9e25e38e6e AMGEN Q424 presentation

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