Genmab — Juni 2020

[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".

[kkjoel]

Han regenr med at have to ekstra egne molekyler i klinikken ved udgangen af året.

[Bulder]

Måske hører vi på eha nærmere om de 5 pts, der var på 48 mg, når det nu er valgt som RP2D.

[kkjoel]

Osse i EHA Andromeda abstract: "The CR rate was 53% for DARA-CyBorD and 18% for CyBorD". Kan ikke huske om tallet har været fremme her før - men 3 gange så god CR - det lyder da temmelig godt?!

[kkjoel]

For nu at sige det på nordjysk...

[Bulder]

Det stod i pressemeddelelsen forleden

[E_L]

on epco : up to now we still get parties reaching out to us to start conversations to partner epco but we prioritised 1, blue chip with a lot of expertise in heamophilia area

[E_L]

"we will surprise the market with a very sizable upfront"

[E_L]

very interesting indeed on PD-L1/4-1BB , but also on the Novo nordisk Duobody, did he really say 50x better as others there?

[E_L]

Isatuximab also has an LBA at EHA for combi with Kd

[E_L]

i have a feeling it will be a large auction again today...

[E_L]

the Amivantamab
trial ads Chemotherapy Combination Cohort https://clinicaltrials.gov/ct2/history/NCT02609776?A=45&B=46&C=merged#StudyPageTop

[kkjoel]

He said 15 times better than Hemlibra.. whatever that means.

[kkjoel]

What was the sizable upfront on? (He actually said - as Bulder mentioned 15:17 - not going after upfront, but 50/50 deals!)

[E_L]

ok lol thks, still a LOT better

[E_L]

yes, that is what he said later , but he mentioned this on epco

[Solsen]

Hemlibra omsatte for 1,141 bn CHF hos Roche sidste år

[Solsen]

Its looking good all over. Did he say keep optimistic ?