Genmab — Maj 2018

[E_L]

yes, true. ASCO17 was all about CAR-T and I suspect ASCO18 will not be much different; but I am hoping it will feature more of the negative side and dampen the exuberant enthusiasm we say last year, or in Jan's words, "dampen the irrational CAR-T hysteria"

[Bulder]

Andromeda: IRR (sc) hos 2 ud af 15 pts = 13%. Bekræfter at sc har færre IRR end IV.

[bibob]

Det er s.. småt med handel i dag. Mon alt krudtet blev brændt af i går. I så fald er det da godt med en stigning på 12 point af en omsætning på 18 mil.

[peter12]

Nyeste reklamevideo https://www.youtube.com/watch?v=gQs_U3vc4Rk

[Bulder]

He he, frankly speaking

[E_L]

Article in The Oncologist : Monoclonal Antibodies andMultipleMyeloma: All in All It’s Just
Another Brick in theWall? - http://theoncologist.alphamedpress.org/content/23/5/511.short?rss=1

• or the pdf : http://theoncologist.alphamedpress.org/content/23/5/511.full.pdf

[StockBull]

Ser frem til næste milestone. Mon vi høre fra Maria i Juni eller bliver det mon først i Juli der kommer data ?

[JKY_VH]

Maria kommer du nok til at vente længe på SB

[E_L]

[Bulder]

Der er skrevet en hel musical om Maria - the most beautiful sound I ever heard.

[StockBull]

Nå ja den der med Kim Larsen

[StockBull]

[StockBull]

Men det kan da godt være det først bliver i H2 vi får data fra Marie - for Jan har jo sådanset kun indikeret 2018 efter havd jeg kan se i.f.m Q1 Q&A

[Bulder]

Fra CC: "Around the summer this year, so early in the second half".

[E_L]

i previously tried to compare it to Alcyone, but that may be completely useless... Maia started 2 months later and had in the beginning a Dec18 completion date (vs 2021 Alcyone). That was extended a lot to 2022 and 2024 (primary dec2019). I am not sure why.

[Bulder]

Det tolker jeg som senest i løbet af august

[E_L]

Alcyone was fully recruited Dec16 and got unblinded Aug17 = 8 months. Maia was fully recruited Aug17 (+8 would be apr/may)

[Bulder]

But Revlimid is a much better drug than Velcade, so the control-arm performs better in Maia. That's why it takes longer to reach the median PFS in the control arm in Maia.

[E_L]

yes, that makes sense. And when they initiated the study in 2014 they probably did not know yet that Revlimid would perform that well?

[E_L]

meanwhile , Gilead will build its EU CAR-T manufacturing facility at Amsterdam airport https://www.fiercepharma.com/pharma/gilead-building-its-eu-car-t-manufacturing-amsterdam