Genmab — December 2020

[Solsen]

..til JNJ, der stjal markedsandele fra dara...

[E_L]

Talq is out as well

[GeorgeBest]

Great Talque by Ajai Chari @IcahnMountSinai . Post BCMA bispecific Talquetamab looking good so far with ORR of %69 in heavily refractory patients with good safety profile https://twitter.com/auclairdan/status/1335346491569831936?s=21

[GeorgeBest]

I’ll Talque it!!! Talquetamab 405 ug RP2D subcu(!!!) ORR 66%! Some pts with prior BCMA exposure. This is the new #myeloma frontier https://twitter.com/ninashah33/status/1335347500694138881?s=21

[GeorgeBest]

JNJ kommer til at dominere MM markedet totalt, pga af Genmab udviklede medikamenter...

[E_L]

great data for both and Andromeda and Pleiades data for Dara today was also very good and well received. More tomorrow!

[Helge_LarsenPI-redaktør]

GB&E L. Tusinde tak for fantastisk info.

[Solsen]

JNJ skal have en stor “pipeline” til at sende penge til Genmab igennem

[Solsen]

Regeneron blander sig også https://finance.yahoo.com/news/regenerons-bcmaxcd3-bispecific-antibody-regn5458-220000380.html

[E_L]

doesn't look bad either.... Teclistamab slightly higher ORR and SC, but i think we expect a fight there... IF Dara combo works it could give JNJ a nice competitive marketing advantage

[Bulder]

Do we know the infusion time of regn5458?

[Sukkeralf]

CD20/CD3 competition from IgM antibodies may not be a problem:

[Sukkeralf]

301 Moved Permanently

(www.evaluate.com)

[E_L]

no, not sure

[E_L]

AMG701 i think is follow up of AMG420 https://twitter.com/SLentzsch/status/1335335972540706816

[E_L]

how do we keep track of all of these...

[E_L]

lets hope they don't have to write a story like that about epco tomorrow @Sukkeralf ....

[Sukkeralf]

Yes that would be a disaster......but I think we are in for an early Christmas gift

[Sukkeralf]

Nice data for T&T - again good vallidation for BsAbs and Genmabs platform

[E_L]

absolutely, and for long term investors that is key