Genmab — Maj 2020
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Transalp - Janssen forventer at indsende en ansøgning til godkendelse sidst på året. Hvilket JNJ sagde i forbindelse med Q2 regnskab.
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Q1 regnskab
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God morgen.
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About Non-Small Cell Lung Cancer (NSCLC)
In the U.S., lung cancer is the second most common cancer in both men and women, after skin cancer; NSCLC makes up 80-85 percent of all lung cancers.[8],[9] The main subtypes of NSCLC are adenoca rcinoma, squamous cell carcinoma, and large cell carcinoma.10 The most common driver mutation for NSCLC is the EGFR genetic alteration, which is a receptor tyrosine kinase that helps cells grow and divide.[10] -
EGFR mutations are present in 10 to 15 percent of patients with NSCLC and occur in 40 to 50 percent of Asian patients who have NSCLC adenocarcinoma.[11],[12],[13] EGFR exon 20 insertion mutations identify a distinct subset of lung adenocarcinomas, accounting for at least nine percent of all EGFR mutations.[14] The five-year survival rate for patients with metastatic NSCLC is currently six percent.[15]
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Amivantamab og forsøget i Korea har vist kørt under radaren. Mener dog, at vi har haft det oppe i en Q&A på et tidspunkt.
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Hvad får Genmab af Royalty på Amivantamab ? Hvilken fase er man i fase 3 ? hvad forventes det årlige salg ? sorry de mange spørgsmål men har slet ikke hørt om dette stof - men må satme indrømme det er noget af et Powerhouse Genmab er ved og udvikle sig til
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Man er i fase 2, royalty forventes at være 10%
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Men fordi der er unmet medical need vil man søge på fase 2 data
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Jeg menes at have hørt 10% i royalty - andre mener det ligger lidt højere på måske 12%. Markedspotentialet er svært at sige noget om endnu, men alene i exon mutationer bør det være stort, da der ingen god kendtbehandling er. Janssen har selv sagt at amivantamab har BB potentiale
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