Genmab — Juni 2020

[GeorgeBest]

Gen­mab-kon­kur­rent får god­kendt Darza­lex-ri­val i Eu­ro­pa https://borsen.dk/nyheder/generelt/genmab-konkurrent-faar-godkendt-darzalex-rival-i-europa1

[Sukkeralf]

E L - dara also works on renal in amyloidosis

[Sukkeralf]

says Jan

[Bulder]

Fik I hørt begyndelsen? Var der noget om partner/epco?

[Sukkeralf]

nope

[E_L]

ok, i switched in too late, lets see if the EHA abstract gives a bit more

[Bulder]

Så hvad fik vi? Andromeda endnu bedre end ventet. Ser godt ud med PD-L1 x 4-1BB.

[Sukkeralf]

Maybe there will be a replay later

[Bulder]

Vi skal lytte efter ORR på 20% eller bedre og duration på 6 mdr eller bedre for TV.

[Bulder]

De går ikke efter upfront-betalinger. Vil hellere have 50-50-aftaler.

[E_L]

you can indeed listen to the replay now; hint: it only starts at minute 50 with me...

[E_L]

has anyone found the Andromeda LBA yet at the EHA site?

[E_L]

is it this one ANDROMEDA
https://library.ehaweb.org/eha/2020/eha25th/303396/efstathios.kastritis.subcutaneous.daratumumab.2B.cyclophosphamide.bortezomib.html?f=listing%3D0*browseby%3D8*sortby%3D2*search%3Dandromeda

[kkjoel]

Han taler om 3 gange så god Hematological CR i Andromeda data.. og secondary endpoints (organ damage) , der er "very, very trongly improved m dara".

[Bulder]

Flere epco-data d. 12. juni, men snapshot, så ikke om 48 mg expansion part.

[E_L]

The 6-month cardiac response rate was 42% for DARA-CyBorD and 22% for CyBorD (P=0.0029); 6-month renal response rate was 54% and 27%, respectively - Renal even higher as cardiac

[Bulder]

Den partner de "kører på" er blue chip med masser af erfaring med det hæmatologiske område. Men de får stadig nye henvendelser vedr. epco.

[Bulder]

De forventer at indhente Roche og Regeneron.

[kkjoel]

Han siger at US commercialization rights er vigtigt for "the next stage of the company".

[kkjoel]

Mime8 duobody med NOVO er "15 gange bedre end Hemlibra".