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Genmab — Oktober 2020

Planlagt Fastgjort Låst Flyttet Genmab
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  • E Offline
    E Offline
    E_L
    wrote on sidst redigeret af
    #685

    Seagen :

    Presented Results from Tisotumab Vedotin (TV) Pivotal Trial at ESMO: In September 2020, Seagen and Genmab presented positive results at the European Society for Medical Oncology (ESMO) Virtual Congress 2020 from the phase 2 single-arm clinical trial known as innovaTV 204. The trial is evaluating TV for the treatment of patients who have relapsed or progressed on or after prior treatment for recurrent or metastatic cervical cancer. The companies plan to submit a BLA to the FDA,

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    • E Offline
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      E_L
      wrote on sidst redigeret af
      #686

      which could support accelerated approval in the U.S.

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      • E Offline
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        E_L
        wrote on sidst redigeret af
        #687

        Seagen press release https://investor.seagen.com/press-releases/news-details/2020/Seagen-Reports-Third-Quarter-2020-Financial-Results/default.aspx
        and presentation https://s21.q4cdn.com/327105422/files/doc_financials/2020/q3/Q3-Slides_FINAL-for-website.pdf

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        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #688

          Seagen's (SGEN) CEO Clay Siegall on Q3 2020 Results - Earnings Call Transcript https://seekingalpha.com/article/4382954-seagens-sgen-ceo-clay-siegall-on-q3-2020-results-earnings-call-transcript?part=single

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          • E Offline
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            E_L
            wrote on sidst redigeret af
            #689

            "we and Genmab recently amended specifics of the TV global commercialization plan, whereby Seagen will lead global commercial activities, except in Japan. We will continue joint decision-making on worldwide strategy and Seagen and Genmab will co-promote TV in the U.S. In addition, Seagen will lead the majority of global operational development activities.

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            • E Offline
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              E_L
              wrote on sidst redigeret af
              #690

              We and Genmab plan to submit the BLA to the FDA to support accelerated approval in this indication and to initiate a randomized confirmative trial of TV and cervical cancer in the coming months. We are also advancing clinical trials of TV monotherapy in other cancers and in combination with other agents.

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              • E Offline
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                E_L
                wrote on sidst redigeret af
                #691

                And so when we come in with our data it's the best data that we've seen in this type of patient population of relapse, cervical cancer. [] And so I look at this and say, wow, if we can have these data, single-agent what could we do if we combine it with a checkpoint or any of these other agents? "

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                • E Offline
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                  E_L
                  wrote on sidst redigeret af
                  #692

                  answer on Reni Benjamin is worth reading

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                  • R Offline
                    R Offline
                    Rune2494
                    wrote on sidst redigeret af
                    #693

                    @pensionisten, man kan også vende den og sige, at hvis ikke det var for alle de gode nyheder, hvor langt var vi så nede nu 🙂

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                    • G Offline
                      G Offline
                      GeorgeBest
                      wrote on sidst redigeret af
                      #694

                      Thanks E L. Looks like we will have 2 more Genmab developed products on the market next year. Tiso and Amivatamab. That’s a total of 5 then. 1 year ago it was only dara (Arzerra hardly contributed with revenues). Fantastic development...:-)

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                      • S Offline
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                        Sukkeralf
                        wrote on sidst redigeret af
                        #695

                        yes its very unique - and all of them could have BB potential. But maybe even more important is the PD-L1/4-1BB data and Genmabs focus on the DuoBody platform at CMD.

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                        • G Offline
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                          GeorgeBest
                          wrote on sidst redigeret af
                          #696

                          Agree, I am really looking forward to those presentations...

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                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #697

                            I wonder what Genmab will do with Kesimpta sales for Q3, will probably leave them at 0 for now
                            ?

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                            • D Offline
                              D Offline
                              DevOp
                              wrote on sidst redigeret af
                              #698

                              Lad os håbe, at der kommer en klar afgørelse på valget og at covid-frygten ikke stikker helt af inden SITC. Så skulle der da være en chance for, at det bliver en god trigger.

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                              • DarvinD Offline
                                DarvinD Offline
                                Darvin
                                wrote on sidst redigeret af
                                #699

                                Fint at Gen og ADC er enige om Cami 🙂

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                                • G Offline
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                                  GeorgeBest
                                  wrote on sidst redigeret af
                                  #700

                                  https://ir.genmab.com/news-releases/news-release-details/genmab-and-adc-therapeutics-announce-amended-agreement

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                                  • DarvinD Offline
                                    DarvinD Offline
                                    Darvin
                                    wrote on sidst redigeret af
                                    #701

                                    Og udsigt til royalties

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                                    • DarvinD Offline
                                      DarvinD Offline
                                      Darvin
                                      wrote on sidst redigeret af
                                      #702

                                      Skal Man så antage at de har byttet (helt/ delvist) fra deres 25% ejerandel, og udover royalties har fået andre aftaler

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                                      • BulderB Offline
                                        BulderB Offline
                                        Bulder
                                        wrote on sidst redigeret af
                                        #703

                                        "other things" må vel så være milestones ved godkendelse og påbegyndt salg?

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                                        • BulderB Offline
                                          BulderB Offline
                                          Bulder
                                          wrote on sidst redigeret af
                                          #704

                                          ellers synes jeg at fra 25% til 5-9% er der lidt langt.

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