Genmab — April 2019

StockBull

Specıelt nu hvor Genmab er ı optrend ıgen tror jeg godt man kan lave en ekstra skıllıng paa lıdt kalkuleret swıngtradıng

StockBull

korektıon tıl 08.29. Hvıs salg er paa lınıe med konsensus er det saa PE50 vı snakker om.

StockBull

Kommer der lıdt mere focus paa pıpelınen og en stor partneraftale saa tror jeg faktısk godt Genmab kan rykke op omkrıng PE 60 ıgen og saa vıl kursen sparke roev

StockBull

selvfoelgelıg kombıneret med gode ( lıdt bedre end konsensus) salgstal

E_L

Celebrating 20 Years http://www.genmab.com/careers/celebrating-20-years

E_L

the Technology appraisal guidance [by NICE was published , where you can see how they got to their decision in plain language https://www.nice.org.uk/guidance/ta573/chapter/Recommendations

E_L

Amgen is still working on this Anti-CD38/CD3 Bispecific T Cell-Recruiting Antibody ( https://www.ncbi.nlm.nih.gov/pubmed/30918018 ) ; just out of
interest, does anyone know if Genmab would still be allowed to work on duo or hexa bodies including CD38? or is this excluded via the JNJ dara deal?

Sukkeralf

I think Jan have been asked these kind of questions before - and his answer was that ADC is not the way forward and when you something that works that well as dara does its better to go after other targets........and thats what Janssen does. So I dont think its relevant

Sukkeralf

That should maybe be hexaboost as life cicle management

E_L

well, yes, that would be an interesting development; are you thinking a HexaDara to increase patent life and some extra Hexa licencing money? I like it

Bulder

Well, the question was about bispecifics. Genmab has out-licensed Daratumumab, not CD38. So I would guess that Genmab is free to pursue CD38 as any other company is.

Sukkeralf

But I thin the main problem is that Dara is so good that its hard to compete.........and when you get to the market you will maybe soon face dara without patent protection

E_L

true. I was just thinking how it could completely change the relationship with JNJ if Genmab could develop an improved duo or hexa. but i guess it is more a hypothetical question

E_L

it sure would change the perspective on a take-over

Sukkeralf

Im sure they cant use dara for that - and dara was a quite unique antibody found among 70 or 90 antibodies they maked against CD38. So the problem would also be that they probably should use an less optimal antibody and then you behind from the beginning.

Bulder

They already have the bcma x cd3 duo in MM going with Janssen. So they'll probably stick to that. Is a hex cd38 possible?

Sukkeralf

In the early days Genmab presented CD38 hexaboosted - but the was not dara if I remember correctly - and dara already has good CDC

Sukkeralf

and GPRC5D bispecific with Janssen

peter12

Billig Revlimid i US allerede fra marts 2022 ? https://www.alvogen.com/newsroom/alvogen-settles-u-s-revlimid-r-patent-litigation-with-celgene

Sukkeralf

Umiddelbart har Sanofi et samarbejde med Elektrofi - kan dog ikke rigtig finde noget om samarbejdet, men måske det kunne være for at få isatuximab som sc dosering