Genmab — November 2020

[E_L]

BioNTech SE (BNTX) Q3 2020 Earnings Call Transcript https://www.fool.com/earnings/call-transcripts/2020/11/11/biontech-se-bntx-q3-2020-earnings-call-transcript/

[E_L]

worth having a look, a bit more on GEN1046 as i had expected -BNT311

[E_L]

so it was at the press briefing of
SITC yesterday

[E_L]

data was only three months median follow-up, putting more perspective on how early the data really is and why they are pleased with it

[E_L]

"Conditional activation of 4-1BB is crucial as clinical development of 4-1BB agonist has been hampered by severe liver toxicity." and later on "the reason for reduced liver toxicity is the conditional binding mechanism to 4-1BB, which means that the antibody has to be bound to PD-L1 in order to be able to bind to 4-1BB by a confirmational change"

[E_L]

that clarifies the liver tox issue a bit better to me, or should i say, the reason they expect less toxicity

[GeorgeBest]

Great E L

[Bulder]

Good, thx E L

[Bulder]

Our Genmab colleagues and we are considering these results as encouraging.

[JørgenVarnæs]

Nice one EL - definitely a thing to watch closely

[E_L]

I was a bit surprised by the low Ph 2 dose though? "what dose was selected for dose expansion for 1046 or 311 in non-small cell, please? -> The second question was what our recommended Phase 2 dose is. This will be 100 milligrams."

[E_L]

(given that the maximum tolerated dose was not even reached at 1200mg)

[JørgenVarnæs]

Something is amiss

[DevOp]

Looks like the doses reaching response in NSCLC are pretty low compared to the other types

[Solsen]

Jeg tror vi bliver meget klogere på CMD. En PR i triple negative breast cancer er interessant. At to af tre PR i NSCLC skulle være refrac PD-L1 er heller ikke uvæsentligt.

[GeorgeBest]

BionTech er nu Europas største biotech selskab. Biontech markedsværdi er USD 26bn mod Genmabs USD 23bn...

[E_L]

nice try BioNTech , let's see how long they'll last; Galapagos tried to overtake us once, and we all know how that ended

[GeorgeBest]

[transalp]

[GeorgeBest]

Goldman sees the S&P 500 rallying to 4,300 by finish of 2021 on vaccine, divided authorities