Genmab — April 2018

[Bulder]

Jeg kan se, Genmab skriver: limited expression on normal tissues

[Sukkeralf]

Det er vel noget i stil med dette Jan mener er problemet med CD38-ADC, at CD38 er udtrykt i lungerne

[Bulder]

Jeg har et spm til ham, om hvordan han ser på en dara adc sammen med actinium, som jo har haft et par fine abstracts på det seneste.

[Bulder]

... eller ARC, som det vist hedder, når det er noget radioaktivt, der kobles på mAb'en.

[E_L]

Fratricide of NK Cells in Daratumumab Therapy for Multiple Myeloma Overcome by Ex Vivo Expanded Autologous NK Cells
http://clincancerres.aacrjournals.org/content/early/2018/04/17/1078-0432.CCR-17-3117

[E_L]

are they now suggesting to take NK cells from daratumumab-treated patients, expand them in the lab, and infuse them into new patients before treatment with Dara?

[Bulder]

We discussed a similar issue 5. of March. The problem is that dara is killing NK-cells as they express cd38. Not good, as NK-cells were supposed til kill cancer. To overcome this problem it has been suggested to transplant fresh NK-cells from healthy donors. Now they suggest - as I understand it - to take NK-cells from
(other) dara-treated patients, as they mainly contain cd38-low NK-cells (the cd38-high NK-cells are depleted), and infuse them in patients.

[Sukkeralf]

Fra Roches Q1. while revenue from Ocrevus reached 479 million francs ($487 million), besting analyst estimates of 406 million francs ($413 million).

[Sukkeralf]

Det ligner en dobbelt BB i år - så lad os få ofatumumab på banen og stjæle den ene BB

[E_L]

thanks Bulder. It is fascinating, but difficult...

[Bulder]

Bowers har anslået i et skriv, at ofa i ms kan nå et peaksale på 3.8 mia $ (23,2 mia DKK).

[E_L]

that would be awesome. "Sellside consensus compiled by EvaluatePharma shows 2022 revenue of $572m for OMB157 versus a still optimistic $267m for Arzerra, and Leerink reckons ofatumumab’s MS incarnation could be generating blockbuster sales by 2026." http://www.epvantage.com/Universal/View.aspx?type=Story&id=740722&isEPVantage=yes

[Bulder]

Thanks E L. Good article.

[pauly]

God artikel der også viser os MS indikationen ikke er nem. Men er du gal det ville være dejligt hvis det lykkedes

[pauly]

og Tak EL

[E_L]

thinking about the JNJs PD1 plus dara i fase 2/3 you guys discussed yesterday; Opdivo also did really well Q1. "$BMY Q1 Opdivo $1533M big beat vs. consensus of $1374M"

[E_L]

easy to understand JNJ wants to rush to get part of that...

[Bulder]

Ved vi, hvad Genmab får i royalty for ofa, og vil royalty være den samme for MS som for leukæmi?

[Bulder]

Okay, lavt 2-cifret måske 12-15% https://finans.dk/erhverv/ECE9788226/genmab-kan-score-ny-milliardjackpot/?ctxref=ext

[gentogen]

Apropos morgenens udveksling om ADCT, så var der jo faktisk indirekte indbygget en god nyhed om ADCT-301, da de udtaler, at "He also points to the progress being made with ADCT’s two lead candidates that are still firmly on course to start later-stage testing before the end of the year. "