Genmab — December 2017

E_L

Matthew Dodds

And just given you mentioned DARZALEX and solid tumors, your partner Genmab have indicated that we’ll see data next year and initially I think the expectation for the first data would be ACR. It seems to have shifted towards ASCO. Could you just confirm how much data we’re going to see and a sense of gauging our levels of excitement for what CD38 could add in solid tumors?

E_L

Joaquin Duato

I would temporarily – I would say, look, we don’t have proof of concept there. We are just in a step of having exploratory studies and potentially next year, we may see some data that would be indicative. We still will have to go through much more diligence. So I consider this now still an interesting possibility, but still a possibility.

E_L

further, i dont get the sense he sees pressure of competition

E_L

by the way, seekingalpha is free, you just have to create a user account (for which i never use my main email to avoid spam)

E_L

Joaquin Duato

Good question. DARZALEX has been a terrific positive story. We have three breakthrough designations. The first indication in pre-paralyzed, the second indication with the two studies in two prior lines are now at ASCO, we’re going to be presenting our first line study, which is a late breaker and that would give us the whole spectrum of lines within multiple myeloma. It’s also been recognized as an agent that is highly combinable with the rest of the treatment modalities that exis

E_L

So we still continue to see DARZALEX, backbone regimen in multiple myeloma for the years to come. Are there going to be new treatment modalities in multiple myeloma? Certainly. We also have a bispecific with the BCMA and there would be other treatment modalities there. Now, they still would have to make all the route of getting approval in the different indications and we still will continue to see DARZALEX in combination with these therapies being used in clinical practice

E_L

not much on M&A indeed JV. Then again, they never reveal anything on that sort of question...

OHW

altså, den der forventer indikation i solide nu ved ASH, vil blive skuffede?

StockBull

2% op 118

StockBull

E_L

i don't expect anything on solids at ASH, do you? Maybe some comments at the R&D day, but no data

Legolas23

Eftersom solide ikke præsenteres på ASH, så har du ret

rex_pacis

I read somewhere that the first data from solids will come autumn-18

Legolas23

Se, hvad ASH er forkortelsen af. R&D efterfølgende kan måske afsløre, hvilke måneder i 2018, hvor vi kan blive klogere på Darzalex i solide.

JohnW

Hvad lægger I i hans ordvalg "we don't have proof of concept there" ?

OHW

De unævnlige startede med netto køb men er nu tilbage, hvor vi kender dem. Nettosalget fortsætter.

E_L

onclive video
http://www.onclive.com/inside-oncology/pre-conference-heme2017/daratumumab-for-smoldering-myeloma - http://www.onclive.com/inside-oncology/pre-conference-heme2017/phase-3-data-for-relapsed-refractory-myeloma

E_L

John - that he thinks it is too early to judge, there is no proof yet that it will work. which is correct, until we see data.

rex_pacis

American Society of Hematology

JohnW

@E L so no proof that it doesn't work either.