Genmab — Juni 2019

[Parasitism]

God morgen

[polle1]

God morgen og god dag

[lahn1]

@EL - I believe GEN is/have been buying back stocks to cover these, right ?

[E_L]

they definately do for the restricted stock units, i can't remember how they hedge the warrants, but i think they have anti dilution measures in place there also

[E_L]

if you want to know more, i am sure it is in their annual report

[Bulder]

Usmani om Maia. Det peger i retning af DRd-lite for de ældste pts. De kan ikke tåle så meget Rev. https://www.youtube.com/watch?v=QD1ZrPAqh84

[lahn1]

THX-EL

[Bulder]

44% af pts i Maia var 75 år eller ældre. Det er her Maia skal kile sig ind.

[Bulder]

Lonial om GSK-ADC, som nu hedder Belantamab mafodotin: https://www.myeloma.org/videos/belantamab-mafodotin-anti-bcma-adc

[Bulder]

Luciano Costa opdaterer på AMG-420: https://www.youtube.com/watch?v=kvqRyOh4l6g

[Bulder]

Paul Richardson opdaterer på Isatuximab, herunder forskellen til dara: https://www.youtube.com/watch?v=T6BBGuJLhs4

[Bulder]

Usmani om Columba (ikke noget nyt): https://www.youtube.com/watch?v=fuIKKgOKtnE

[Bulder]

Der tegner sig således et ret klart billede af dara/isa forholdet. Dara gives i de tidlige linjer og når pts bliver refraktære kommer IV isa ind i kombi med pom.

[E_L]

we'll see. Dara can also be used again, as it can re-response, as Lonial said again last week
https://twitter.com/EgidiusLambrech/status/1135567871168471040

[E_L]

i wonder if we will see some early Apollo data at some point, SC Dara Pom Dex, could that not be the best comparison to this current Isa data?

[E_L]

it was mentioned several times Isa has a better tox profile, specially with asthma patients etc, but I wonder if that is still the case with Dara SC after the data we saw last week, where Dara SC clearly seems to have less infusion reactions as IV

[E_L]

Lonial so far seems the be the only really optimist on GSK-ADC?

[E_L]

EGFR–cMET bispecific antibody shows efficacy in NSCLC patients with high unmet needs / JNJ-372 - https://oncology.medicinematters.com/non-small-cell-lung-cancer/egfr-inhibitors/egfr-cmet-bispecific-antibody-shows-efficacy-in-nsclc-patients/16774524

[peter12]

Er det i dag Maia bliver godkendt ? En uge efter artiklen i Nejm og dagen efter warrants til JdW ?;-) https://www.nejm.org/doi/full/10.1056/NEJMoa1817249

[Bulder]

As I understand Lonial it's when pts gets refractory to dara mono, they can benefit from dara+pom. But when dara+pom doesn't work any more isa comes in.