Genmab — Oktober 2018

[E_L]

not so sure @nohope, CAR-t is much more sexy these days… But I 'hope' you are right

[GeorgeBest]

Inteteresante synspunkter Davor. Jeg er sikker på du kan få en rigtig god diskussion med JørgenVarnæs om TV strategien....;-)

[E_L]

nooooo GB!! not again

[dohk]

BCMAxCD3 is also getting sexier and perhaps the biggest treat to dara way out in the future. We will
see more result on this at ASH.

[dohk]

Interesting when we will see the first mab combo...janssen will perhaps try BMCAxCD3 + dara...price is properly the biggest problem.

[E_L]

unfortunately nobody seems to know JNJ/Genmab are also working a BCMAxCD3, everyone seems to focus on GSK...

[dohk]

treat=threat...big difference in
meaning;-)

[dohk]

I think amgen is the biggest contender with their BCMAxCD3

[dohk]

I believe that the BCMA ADCs haven't show as good results yet compare to bispecific...but this will get a lot of focus at ASH.

[nohope]

properly - probably - not quite the same either

[dohk]

haha correct

[Solsen]

AMGNs drug was iv continuously for 7-9 days or so. Very unstable antibody. The results and especially the duration are to be very very good if they are going to have a chance.

[Bulder]

I min kalender har jeg noteret at "ordinære" (non-lba) abstracts vil blive offentliggjort i morgen kl. 15 (14). Jeg kan ikke genfinde stedet, hvor jeg så det. Kan nogen bekræfte. Kan være at der allerede her er noget bb2121(7) og amg420 at se.

[E_L]

Document Moved

(www.hematology.org)

[dohk]

Don't you think that the 7-9 days dosing is related to initial extreme caution, since it is a phase1 dose escalation study? But anyway the studies are very small, so as with CAR-T the true effect on a broader MM population is to be seen.

[Bulder]

The bispecifics are not necessarily threats to dara. They can be combined. Just like dara isn't a threat to Rev. They go fine together.

[Bulder]

Tx E L. That must be 14.00 due to summertime mix this week?

[E_L]

yes, correct. And late braking titles com later, i think Nov 20

[Bulder]

that's also what I have in my calendar

[Davor]

Ja GB - har godt bemærket at det har været oppe nogle gange. Jeg er bestemt ikke enig. Jeg er ikke bekymret for at de selv skal sælge et produkt til brug i refraktær population (minimum konkurrence). Data burde gøre meget, og erfaren salg/Medical salgsorg kan man sagtens købe sig til. Det er vigtigt man begynder at få bygget ekspertisen op, så man ikke skal afgive for meget af kagen på fremdige dara'er (lad os håbe der kommer adskillige af dem