Genmab — Oktober 2020

[Helge_LarsenPI-redaktør]

Opdaterede salgstal på Darzalex. https://www.proinvestor.com/boards/87573#87574

[E_L]

SITC ID: 617
Tisotumab vedotin shows immunomodulatory activity through induction of immunogenic cell death https://sitc.planion.com/Web.User/AbstractDet?ACCOUNT=SITC&ABSID=13984&CONF=SITC20&ssoOverride=OFF&CKEY=

[E_L]

SITC ID: 621
A Tregs depleting, CD25-targeted antibody-drug conjugate synergizes with tumor-targeted radiotherapy and systemic interleukin-2 in pre-clinical models of solid cancers https://sitc.planion.com/Web.User/AbstractDet?ACCOUNT=SITC&ABSID=13536&CONF=SITC20&ssoOverride=OFF&CKEY= (camidanlumab tesirine (ADCT-301))

[Plimsoller]

Tak Helge. Projekteret i den øveste del af intervallet. Hvis det ender sådan, så kan vi ikke klage

[Bulder]

Tak bongo. Så amivantamab 100% RR i første linje (få pts ganske vist) og godkendelse om et par år.

[bongobob]

Fantastiske nyheder både Amivantamab og PD-L1x4-1BB. Duobody validated

[E_L]

TEPEZZA (teprotumumab-trbw) Data from the Phase 2 Clinical Trial Evaluate Longer-Term Responses in People Living with Thyroid Eye Disease (TED)
10/14/20 https://ir.horizontherapeutics.com/news-releases/news-release-details/tepezzar-teprotumumab-trbw-data-phase-2-clinical-trial-evaluate

[E_L]

“These findings indicate this medication can provide relief at least a year after the last dose, including improvements in proptosis and diplopia, which are especially difficult symptoms to manage,”

[Solsen]

Cami still looks interesting and now in solid cancer. Wonder what Genmab will do ?

[E_L]

Yes, i am also really curious. The good thing is that Genmab can choose from strength. If they choose not to pursue it, it will not be such a big deal, as they have plenty of other stuff in their pipeline, probably more than they can handle at the moment. So we know that if they do choose to pursue it, we can be reasonably optimistic it can be successfull

[Bulder]

when was the deadline?

[E_L]

"Our collaboration and license agreement with Genmab may require a divestment of Cami, in which Genmab has a 25% interest. On June 24, 2020, we and Genmab agreed to enter into a period of good faith negotiations regarding the key financial terms of our license agreement."

[E_L]

that is all I know. I assume they are still talking

[Solsen]

ADC just raised +$200 mln. Perhaps some of them will go to Genmab

[Bulder]

What are the posibilities? Buying another 25% or selling the 25%?

[troldmanden]

Aftalen skal i hvert fald laves signifikant om hvis Genmab skal smide flere penge efter stoffet. Jeg hælder til Genmab smider de 25%. Mod et lille upfront beløb og så måske 10-25% af ADC fremtidige potentielle royalties. Der skal alligevel en big pharma med ind over for at marekdesføre

[Solsen]

I belive it would be worth trying to make a 50/50 collaboration with ADC. The abstract from solid cancers are very exciting in my view.

[E_L]

well , 50/50 seems to be Jan's favourite number, so who knows And I can't really remember him mentioning the number 0

[SEACOP]

Genmab Announces Data to be Presented at SITC 35th Anniversary Annual Meeting.

[SEACOP]

https://ir.genmab.com/news-releases/news-release-details/genmab-announces-data-be-presented-sitc-35th-anniversary-annual