Genmab — April 2020

[GeorgeBest]

thanks E L

[E_L]

full JNJ Earnings Call Transcript https://seekingalpha.com/article/4337583-johnson-johnson-jnj-ceo-alex-gorsky-on-q1-2020-results-earnings-call-transcript?part=single

[Sukkeralf]

E L thats so cool with EGFR/cMET - strong validation and originaly it was Genmabs own BsAb the royalty is a bit better

[bibob]

Thx E L. You are the Master of the findings.

[Bulder]

Is it submission for approval? It's only phase 1.

[kkjoel]

Submittet.. hvilken fase taler vi?

[kkjoel]

Ahh, Bulder var hurtig...

[kkjoel]

Ja, for submitter da ikke for faseII ?

[kkjoel]

for man submitter

[kkjoel]

Og det har i forvejen BTD.

[Solsen]

Det må være meget gode resultater man ser. Men er det ikke en speciel sub-gruppe i NSCLC de går efter.

[kkjoel]

Ja men det må jo så betyder at de submitter for faseII, eller.. ?

[E_L]

"The study seeks to determine the recommended Phase 2 dose in patients with advanced NSCLC.[5] Enrollment into the Part 2 dose expansion cohorts is ongoing" https://www.jnj.com/janssen-announces-u-s-fda-breakthrough-therapy-designation-granted-for-jnj-6372-for-the-treatment-of-non-small-cell-lung-cancer

[Hugininvest]

PS! Hos Genmab angives det at fase 2 er igang

[Hugininvest]

Men det samme siger JNJ jo, så CT er ikke opdateret

[Bulder]

Genmab siger det er i fase I/II. Part 2 er 2. del af fase 1

[Bulder]

For mig lyder det som en lidt tidlig submission, da de end ikke har fundet RP2D.

[GeorgeBest]

submission i slutning af året...

[GeorgeBest]

kan de nå at få nok evidens til slutning af året?

[Hugininvest]

Genmab: JNJ-61186372 is being investigated in Phase II clinical studies to treat non-small cell lung cancer (NSCLC). Lidt forvirrende, men konklusionen er at der er tro på det.