Genmab — Januar 2020

[Solsen]

I think Novartis bought the voucher from Bavarian

[bibob]

Yes Solsen. it could be.

[Sukkeralf]

Or maybe just had one in stock - but good for us anyway

[Bulder]

Den er god nok gentogen, dara ophæver/begrænser resistensen mod PD-1/PD-L1 blokade.

[Bulder]

Fint at autoinjektoren er klar allerede fra start. Det her bliver da et tema til genmab Q4.

[Plimsoller]

Er der en der kan oversætte til dansk? Sidste gang jeg hørte om PD-1/PD-L1 var da vi susede nedad i forbindelse med de solide tumorer forsøg der fejlede.

[E_L]

Not in Danish, but what i understand is that, In their findings they suggest there is evidence to suggest that strategies targeting both CD38 and PD‐L1/PD‐1 could work , in MM.

[E_L]

Note that there are already ongoing trials like that, eg Dara and Nivolumab, so i don’t immediately see the news value in that

[E_L]

they suggest new mechanisms of action of Dara;
a) Depletion of plasmacytoid dendritic cells; this should slow / inhibit tumour growth

[E_L]

b) prevention of PD‐L1 expression upregulation on immune cells; If i understand correctly, upregulation of PD-L1 may allow cancers to evade the host immune system. So they think Dara can prevent that from happening

[E_L]

corrections to my thoughts are welcome...

[Plimsoller]

Ok. So we are back to Dara in solids. Let's hope it goes better than the last time

[Plimsoller]

Thank you E L. Do they know anything about the timeframe for this?

[Helge_LarsenPI-redaktør]

Plimsoller..We must remember that the failed attempt in solid was a combination. Dara may work as intended, but the other drugs can have powerful side effects.

[Bulder]

According to Winkel there will be no new attempt with dara in solids, before we've seen what isatuximab comes up with in solids. Then maybe a new trial with dara sc and less or no dex.

[Plimsoller]

Ok. Thank you for the explanation to both of you

[E_L]

yes, I think you were maybe just a bit to quick concluding that lol; note that the article is really referring to multiple myeloma patients

[Solsen]

Are we heading ATH once more. +33 dkk today quite good and perhaps AQR closing the last shorted shares. No party from their short position in Genmab

[Solsen]

+37 dkk today

[Helge_LarsenPI-redaktør]