Genmab — April 2020

[E_L]

you are correct, some milestones would be really nice, unfortunately we will not get them for articles... we also don't get them for going into the clinic, nor for getting a Breakthrough Therapy Designation ... maybe we have to wait for an approval

[Sukkeralf]

no that would be too easy - sales sales sales

[Sukkeralf]

No of course these deals are backloaded but at least a small appreciation for things moving forward would be
nice

[GeorgeBest]

JNJ-372 is the most advanced Janssen duobody. Any idea when this (if successful) coole

[GeorgeBest]

Any idea when this could generate any Sales?

[Sukkeralf]

Not exactly - but maybe something like 2023-2026 for the first DuoBodies

[E_L]

i only know last year JNJ included it in a slide saying potential filing 2019-2023 (also JNJ 7957 and 7564)

[Bulder]

Didn't know that Talquetamab is tested in combo with dara. https://www.clinicaltrials.gov/ct2/show/NCT04108195?term=daratumumab+talquetamab&draw=2&rank=1

[GeorgeBest]

Thanks mates. If its 2023 its not that far away. I also remember it was once mentioned that JNJ expect 3 of the Genmab duobodies to have blockbuster potential

[E_L]

yes, for the 3 mentioned above

[Helge_LarsenPI-redaktør]

God morgen.

[E_L]

Few comments on the MASTER trial: Impact of autologous hematopoietic cell transplant on measurable MRD in the setting Dara-KRd https://www.ascopost.com/issues/april-10-2020/highlights-from-transplantation-and-cellular-therapy-meetings-of-astct-and-cibmtr/

[Helge_LarsenPI-redaktør]

God morgen

[Helge_LarsenPI-redaktør]

Test

[AaBforever]

Det er da gået helt i stå her på chatten!!

[AaBforever]

Hvad mener folket om salget af dara i Q1 når JnJ aflægger regnskab i morgen?

[AaBforever]

Hvis vi skal nå 4 mia. i år skal vi vel op i nærheden af 800-850 mill. i Q1. Sidste år 629 mill.

[AaBforever]

Spændende hvor meget corona har betydet for salget i marts.

[troldmanden]

Jan har flaget at der nok godt kunne komme en nedjustering af DARA forventninger til 2020 pga corvid. Tror ikke det kan ses ret meget på Q1 data. Det er her i april og maj effekten nok kan ses

[GeorgeBest]

De patienter der er på dara, tror jeg ikke corona har negativ effekt på. Så Q1 er sikkert OK mht dara salg. Det jeg kan være bekymret for er når nye 1. linie patienter starter behandling. At man pga kapacitetsproblemer vælger kun at behandle med f.eks. Rev/Dex i stedet for Dara/Rev/Dex. I så fald bliver salgsfremgangen i Q2 mindre end tidligere antaget.