Genmab — December 2018

[bibob]

DB forventer pæne afkast på aktier i 2019. https://danskebank.dk/privat/news/investeringsnyt/forside---investeringsnyt/chefstrateg---aktierne-indhenter-det-tabte?sc_cid=em|apsis|pb-art-invest-na-482018|1

[JKY_VH]

tak bibob. Tine kan sagtens få ret.

[Raffles]

Rajkumar bryder sig ikke om Dara-omkostninger...
@VincentRK
My back of the envelope calculation on Cost of VRd (based on SWOG S0777) vs DRd (based on MAIA) #costvr #ASH18

Median 4 years Rx
Drug cost:
VRd 700,000
DRd 950,000

Real cost (drug + infusion cost)
VRd 750,000
DRd 1,850,000

#Chemo Sessions
VRd 32
DRd 60

[GeorgeBest]

4 drug combinations is coming https://twitter.com/auclairdan/status/1068541574630363136?s=21

[GeorgeBest]

https://www.oncnet.com/news/novel-car-t-therapy-multiple-myeloma-less-toxic-more-effective-other-car-t-drugs CAR-T

[bibob]

ASH. https://www.worldmyelomaforum.com/multiple-myeloma-data-being-presented-at-ash-2018/

[Solsen]

Jeg tror også omkostningerne med de 3-4 kombinationer er et stort problem. At tro at MM markedet udvikler sig så voldsomt omkostningsmæssigt over de næste år er jo med en forudsætning om, at samfundene og forsikringsselska
berne kan følge med. Men kan de det ?

[GeorgeBest]

Fonsecas top 5 at ASH https://twitter.com/rfonsi1/status/1068586803773374465?s=21

[E_L]

Regeneron Presents Positive Data at ASH for REGN1979 CD20xCD3 Bispecific Antibody in Relapsed or Refractory B-Cell Non-Hodgkin Lymphoma
https://www.prnewswire.com/news-releases/regeneron-presents-positive-data-at-ash-for-regn1979-cd20xcd3-bispecific-antibody-in-relapsed-or-refractory-b-cell-non-hodgkin-lymphoma-300758615.html

[Solsen]

Wau that is spectacular. Insteresting to se the first CD3 results from Genmabs pipeline.

[Solsen]

Could indicate that this route could be better than the CAR-T.

[Sukkeralf]

Also what Jan said that Regenerons bispecific was as good as CAR-T. Inpressive efficacy

[Solsen]

If Genmab want anything with their CD20 x CD3 they need a partner now. Otherwise they could be too late out.

[E_L]

oh, did he, i missed that, interesting.

[E_L]

mmm, yes, that is an interesting thought, they need to be fast now…..

[Solsen]

I belive Roche could be eager to license.

[Solsen]

Yes JW have said as Sukkeralf reffering.

[Sukkeralf]

Jan also mentioned that Roche/Genentech had 3 CD3/CD20 BsAb - two in the clinic and one preclinical. So guess not interested begore Genmab present outstanding data

[Solsen]

I dont think the bite technology is competitive

[Sukkeralf]

Too old - was it regeneron that also had a BCMA-CD3 BsAb at ASH ?