Genmab — November 2020

[Sukkeralf]

Så er Novod ved at være on par med kursen - dejligt trods alt

[E_L]

Halozyme Therapeutics Inc (HALO) Q3 2020 Earnings Call Transcript https://www.fool.com/earnings/call-transcripts/2020/11/02/halozyme-therapeutics-inc-halo-q3-2020-earnings-ca/

[Sukkeralf]

No royalty mentioned ?

[E_L]

no

[E_L]

Horizon Therapeutics PLC (HZNP) CEO Timothy Walbert on Q3 2020 Results - Earnings Call Transcript https://seekingalpha.com/article/4384100-horizon-therapeutics-plc-hznp-ceo-timothy-walbert-on-q3-2020-results-earnings-call-transcript?part=single

[E_L]

ADC Therapeutics Announces First Patient Dosed with Camidanlumab Tesirine (Cami) in Combination with Pembrolizumab in Ongoing Phase 1b Clinical Trial in Selected Solid Tumors https://ir.adctherapeutics.com/press-releases/press-release-details/2020/ADC-Therapeutics-Announces-First-Patient-Dosed-with-Camidanlumab-Tesirine-Cami-in-Combination-with-Pembrolizumab-in-Ongoing-Phase-1b-Clinical-Trial-in-Selected-Solid-Tumors/default.aspx

[Solsen]

Det kan potentielt være en trussel imod GEN1046. Men interessant.

[Bulder]

Hvis Cami kan kombineres med pembro, kan den vel også kombineres med gen1046?

[Sukkeralf]

Jo men konkurrencen her er jo enorm - der er vel intet felt der er større end kombinationer med checkpoint inhibitorer.

[Solsen]

Camis virkemekanisme er som jeg forstår, det vi troede Dara gjorde i solide, hvi

[Solsen]

hvis I husker det

[Sukkeralf]

Ja CD25 positive Tregs bliver smadret - og for Dara CD38 positive Tregs.

[E_L]

I actually saw earlier today Merus had 2 Late Breaker posters at SITC as competitor to GEN1046 "MCLA-145 (CD137xPD-L1): a potent CD137 agonist and immune checkpoint inhibitor that that does not show signs of peripheral toxicity."

[E_L]

they will be working out of the same building soon in Utrecht, they can fight it out in the lobby lol

[Bulder]

that's more a direct competitor as cd137 is the same as 4-1BB

[E_L]

exactly

[E_L]

this is what i was looking for, in the Utrecht Science park https://www.utrechtsciencepark.nl/en/home/about-the-park/news/genmab-and-merus-are-cooperating-with-kadans-science-partner-as-developer-for-the-accelerator-on-utrecht-science-park

[E_L]

this was their poster last year at aacr,
very similar, also in the clinic now https://ir.merus.nl/static-files/4697ce0b-6b48-4e8e-8a69-a435e414a0a6

[Sukkeralf]

They also have a EGFR/cMet BsAb - so we better follow them more closely. AnyBody who have invested in them?

[Sukkeralf]

or biclonic as they call them