Genmab — Februar 2025
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Vi ved jo ret beset ikke meget om GEN1042 endnu - og vi ved at de har indkorporeret læring fra GEN1046 i GEN1042 protokollen, altså med hensyn lavere frekvens af dosering. Når vi nu kun venter på duration, så er det selvfølgelig godt tiden går.......da Jan for lang tid siden i en invester præsentation, lige efter at have omtalt GEN1042, sagde at nu havde de endelig løst koden til 4-1BB armen, så har mine forventninger været absolut højest til GEN1042
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LOL uha det er sgu et dårligt eksempel du lige hiver frem der. Enig det hjælper på sandsynlighed for succes at gen1042 har BNTX med. Jeg tror dog at der ifm med gen1046 learnings eller lige før gen1046 data, var noget der kunne ligne en nulstilling af gen1042 forsøget. De lagde mange nye patienter til, og med det også noget der kunne ligne en ny tidslinje. Men håber da Jan har er troværdig.
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Jan - So the data we are waiting for is duration, duration of responses, and that takes time. Unfortunately, that takes time. And actually, the more time it takes probably the better it is. But we also want to say that the market is restless, and we also did our partner biontech, because we're both fully invested in that molecule. We're very excited about that molecule, James.
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So we fully believe that we will continue with working on that molecule -- but we have to evaluate right now. I think I spoke about frontline head and neck cancer because that's where we have most of the data, but we also have data in other cancers.
We think that, that's a fantastic immune activator also to use potentially in combination with ADC. -
And then on top of that, bispecific antibodies like these have bell-shaped curves, so very complex kinetics. So it takes a lot more time than ADC.
So I think the mix is actually quite ideal when you have both access to immuno-oncology molecules and different types of ADCs. You can actually come to combination regimens, which are completely chemo-free and potentially much better treatments -
Tak EL, Lad so håbe Jan har ret ( at DoR er lang) ihverfald at der fra trial start er gået laaang tid. Men jeg ser det ikke udelukkende positivt at han "allerede" snakke kombination med ADC. Lægger han op til en kombi behandling, er effekten for lille ? Kommer effekten for sent ?
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