Genmab — Oktober 2019

[Sukkeralf]

it was a non-cancer bispecific thats targeted TNF alpha if I remember correctly - was dropped after phase one because of bad pharmaco
kinetics

[Sukkeralf]

JNJ-61186372
Targets: EGFR, cMet /Partner: Janssen
NSCLC
JNJ-63709178
Targets: CD123, CD3 /Partner: Janssen
Acute Myeloid
Leukemia (AML)
JNJ-64007957
Targets: BCMA, CD3 /Partner: Janssen
Relapsed or
refractory MM
JNJ-64407564
Targets: GPRC5D, CD3 /Partner: Janssen
Relapsed or
refractory MM
JNJ-67571244
Targets: CD33, CD3 /Partner: Janssen
AML
JNJ-63898081
Targets: PSMA, CD3 / Partner: Janssen
Solid tumors

[Sukkeralf]

This one failed: JNJ-61178104 (TNF alpha/IL17A

[Solsen]

PSMA er ny for mig at se - target prostata må det være mere præcist. Sort interessant marked.

[E_L]

excellent. up-to-date again. Leaves us only with the question why JNJ went with Zymeworks...

[Sukkeralf]

Because Zymeworks is goooooooood

[Sukkeralf]

They have a much more flexible platform - and the format could mean a lot in some cases

[E_L]

yes, Prostate cancer, but also renal cell carcinoma for now in the trial

[Sukkeralf]

So maybe just to test another platform on target combinations that did not work with the DuoBody platform

[E_L]

fair enough. You always hope a partner that knows the platform well and also the other/newer Genmab platforms, will stick with you...

[Solsen]

Hvor lang runway har ZYME i deres nuværende cash beholdning ?

[Sukkeralf]

It would be nice to see a HexaBody deal or HexElect deal - but again I think the focus on the CDC mechanism is minor compared to ADCC. But just a gut feeling

[Sukkeralf]

Det ved jeg faktisk ikke lige på stående fod - indtil videre går den kliniske udvikling stille og roligt fremad, men til næste år startes der registeringsstudier op.

[Sukkeralf]

De har pt Beigene som partner i Asien, men hvis ZW49 skulle vise potentiale som DS-8201, så håber jeg meget de får BP ombord, så de kan sætte gang i møllen for alvor

[Solsen]

Tak

[Sukkeralf]

Fra Q2: As of June 30, 2019, Zymeworks had $355.7 million in cash and cash equivalents and short-term investments.

[Sukkeralf]

De hentede jo 200 millioner dollars ved emission i Q2

[Solsen]

Gået ind med lille post - så bliver jeg nødt til at følge den tættere

[Sukkeralf]

den helt store kursdriver bliver data på ZW49 - preliminære safety i januar 2020 og et meer fuldt datasæt på ASCO 2020 - ser det lovende ud skal det nok blive sjovt. Husk DS-8201 blev udlicensieret til AstraZeneca med en upfront betaling på niveau med Zymeworks nuværende markedsværdi (vist 1.1 millioarder dollars).....og en samlet milestone pakke på ca 5,6 milliarder dollars. Så potentialet er der i hvert fald, men om det lykkes er altid svært. deres bispecifikke platform synes god.

[Sukkeralf]

Så må vi håbe deres ADC platform ligeledes er god