Genmab — Juli 2014
-
-
er dette mon forklaringen på dagens stigning ..linket fra Dovi1960 på EI: "Genmab {Ticker: GEN.CO, Closing Price: 215.70 DKK, Target Price: 270.00 DKK, Recommendation: Buy} Competitor MorphoSys to explore more frequent dosing of MOR202 MorphoSys yesterday announced that it will no longer present Phase I/II clinical data for its CD38 antibody MOR202 in 2014. The data had been planned for presentation at the American Society of Hematology meeting, December 6-9.
-
The delay reflects a decision to initiate additional arms to the ongoing Phase I/II trial to explore more frequent dosing i.e. once-weekly vs once-fortnightly, both with and without concomitant dexamethasone. As a reminder, no clinical data for MOR202 has yet been presented. MOR202 combination Phase I/II trials to start “around the end of the year”
-
addition, to announcing an extension to its Phase I/II trial, MorphoSys announced that a first combination trial of MOR202, with Celgene’s Revlimid and Pomalyst, will be initiated “around the end of 2014”. As a reminder, Janssen first initiated a Phase I combination trial of daratumumab in June 2012 (implying a 2.5 year lead over Celgene/MorphoSys).
-
MorphoSys continue to believe there are opportunities to narrow this gap between it and competitors by targeted development in “specific patient populations”. We believe one option could be a randomised Phase II/III trial with and without Pomalyst in patients refractory to Velcade/Revlimid (third-line).
-
We estimate such a trial could be completed in 24-30 months. However, Celgene/MorphoSys are unlikely to be in a position to initiate pivotal combination trials until late 2015 at the earliest and more likely mid 2016, suggesting data is unlikely before late 2018 or 2019. By this time Janssen and Genmab will have published data for daratumumab combinations in the second-line and potentially first-line settings
-
We remain confident Genmab/Janssen has a significant lead on its competitors The delay to publication of data on MOR202 and the decision to explore more frequent dosing underlines the advantage Genmab and partner Janssen has in terms of lead-to-market. We also note that Sanofi recently expanded a Phase I dose escalation trial of its CD38 antibody, SAR650984.
Hello! It looks like you're interested in this conversation, but you don't have an account yet.
Getting fed up of having to scroll through the same posts each visit? When you register for an account, you'll always come back to exactly where you were before, and choose to be notified of new replies (either via email, or push notification). You'll also be able to save bookmarks and upvote posts to show your appreciation to other community members.
With your input, this post could be even better 💗
Tilmeld Log ind