Genmab — Juli 2020

[Solsen]

Amivantamab has to be developed under the first deal. So $175 mln in milestones - dont think any triggered milestone connected to ph3 will make a difference.

[Solsen]

What matters is data and potential royalty.

[GeorgeBest]

Do we know if this amivantamab/lazertinib kombo is targetting first line lung cancer patients?

[Solsen]

Indtil videre er det kun NSCLC med Exon 19 mutationen forsøgene går efter. Jeg mener, at det er 15-20% af hele NSCLC populationen - herunder first line. https://mc.vanderbilt.edu/ckm/gl/mutation_profiles/pdfopen.php?fnp=lung_cancer/content/EGFR/Lung_Cancer_and_EGFR_Exon_19_Deletions.pdf

[Bulder]

A Phase 3, Randomized Study of Amivantamab and Lazertinib Combination Therapy Versus Osimertinib Versus Lazertinib as First-Line Treatment in Patients With EGFR-Mutated Locally Advanced or Metastatic Non-Small Cell Lung Cancer.

[GeorgeBest]

Tak for svar til Solsen og Bulder

[Bulder]

About 20 percent of NSCLC cases have somatic EGFR mutations. (15) Patients with the two most common mutations, EGFR L858R and EGFR exon deletion 19, are treated with EGFR-tyrosine kinase inhibitors (EGFR-TKIs), which include erlotinib, gefitinib, afatinib, dacomitinib, and osimertinib. https://www.mskcc.org/clinical-updates/systemic-therapy-locally-advanced-and-metastatic-non-small-cell-lung

[E_L]

Amgen dumps early-stage CD38xCD3 bispecific, returning rights to Xencor https://endpts.com/amgen-dumps-early-stage-cd38xcd3-bispecific-returning-rights-to-xencor-picked-up-in-2015-alliance/

[Klarussen]

Ser teknisk svag ud på kort sigt efter 23. julis brud af optrendslinien fra midtmarts,
støtte omkring 2000-området.

[Sukkeralf]

Så fik Jan ret i at CD3 var en dårlig kombi med CD38 ????

[E_L]

not sure, when did he say that? JNJ is trying Dara with Teclistamab and Sanofi is experimenting with a tri-specific:
Anti CD38-CD28-CD3

[Solsen]

JW said that CD3 was not the chosen combo with CD38. Dont remember why.

[Solsen]

Remember some of us was worried that Xencor where chosen as bispecific partner by Amgen - Genmab is best in class

[Jedi]

I don’t think a combo of two molecules (Dara and Teclistamab) can be compared to a single bispecific CD3 x CD38 agent

[Jedi]

...and yes, good to see that Xencor did not have success with a bispecific that
Gen is not pursuing:-)

[Solsen]

"World bispecific" har conference sidst i september og så vidt jeg kan se er Genmabs fravær påfaldende. Ydermere er der dagen op til en dag med særlig fokus på CD3 bispecifics https://bispecific.com/whats-on/agenda-at-a-glance/

[Jedi]

On the Amivantamab trial note that the purpose is two-fold: In one part Lazertinib (arm C) is compared to Osimertinib (arm B), this part is blinded. In the other part Amivantamab is tested as add-on to Lazertinib (arm A) this part is open label, so JnJ can follow during the trial if this combo outperforms the blinded part, which is what we hope for

[Sukkeralf]

The problem with CD38 is that it’s expressed many places in the body so activating the immune system there could be
troublesome

[Sukkeralf]

Jedi - Yes combining dara with amivantamab is fine

[Solsen]

Teclistamab