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Genmab — Juli 2020

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • E Offline
    E Offline
    E_L
    wrote on sidst redigeret af
    #989

    Under the terms of a December 2013 amendment, Janssen was entitled to work on up to 10 additional programs. In exchange, we recorded an initial payment of $2.0 million from Janssen and are potentially entitled to receive average milestone and license payments of approximately $191.0 million if Janssen successfully initiates, develops and commercializes all such additional programs. In addition, we will be entitled to royalties on net sales of any commercialized products.

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    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #990

      As of March 31, 2019, Janssen has exercised 14 licenses under this collaboration and we have recorded $60.0 million in milestone payments to date. No further options remain for potential use by Janssen. Six product candidates are currently in clinical development by Janssen under this agreement.

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      • E Offline
        E Offline
        E_L
        wrote on sidst redigeret af
        #991

        i think that is all the public info there is, except for some comments by Jan on the royalty %

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        • SolsenS Offline
          SolsenS Offline
          Solsen
          wrote on sidst redigeret af
          #992

          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.

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          • SolsenS Offline
            SolsenS Offline
            Solsen
            wrote on sidst redigeret af
            #993

            What matters is data and potential royalty.

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            • G Offline
              G Offline
              GeorgeBest
              wrote on sidst redigeret af
              #994

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

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              • SolsenS Offline
                SolsenS Offline
                Solsen
                wrote on sidst redigeret af
                #995

                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

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                • BulderB Offline
                  BulderB Offline
                  Bulder
                  wrote on sidst redigeret af
                  #996

                  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.

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                  • G Offline
                    G Offline
                    GeorgeBest
                    wrote on sidst redigeret af
                    #997

                    Tak for svar til Solsen og Bulder 🙂

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                    • BulderB Offline
                      BulderB Offline
                      Bulder
                      wrote on sidst redigeret af
                      #998

                      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

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                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #999

                        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/

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                        • K Offline
                          K Offline
                          Klarussen
                          wrote on sidst redigeret af
                          #1000

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

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                          • S Offline
                            S Offline
                            Sukkeralf
                            wrote on sidst redigeret af
                            #1001

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

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                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #1002

                              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

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                              • SolsenS Offline
                                SolsenS Offline
                                Solsen
                                wrote on sidst redigeret af
                                #1003

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

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                                • SolsenS Offline
                                  SolsenS Offline
                                  Solsen
                                  wrote on sidst redigeret af
                                  #1004

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

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                                  • J Offline
                                    J Offline
                                    Jedi
                                    wrote on sidst redigeret af
                                    #1005

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

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                                    • J Offline
                                      J Offline
                                      Jedi
                                      wrote on sidst redigeret af
                                      #1006

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

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                                      • SolsenS Offline
                                        SolsenS Offline
                                        Solsen
                                        wrote on sidst redigeret af
                                        #1007

                                        "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/

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                                        • J Offline
                                          J Offline
                                          Jedi
                                          wrote on sidst redigeret af
                                          #1008

                                          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

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