Genmab — Februar 2021
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God morgen
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Sarclisa approved March in US and May in EU - seems threat to dara is manageable
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Thx EL
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Transcript of ROG.VX earnings conference call for a bit more on ocrevus https://finance.yahoo.com/news/edited-transcript-rog-vx-earnings-235510714.html
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not much on Mosunetuzumab cd3x20; But we haven't -- I don't think we've maxed out yet on the efficacy of mosun and we haven't hit -- we are continuing to work with the dosing profile of the 2:1 and continuing to get gains on tolerability. So it's hard to call and say, oh, mosun is going to be the front line and 2:1 is going to be refractory because those are -- that's a plausible hypothesis. But I think it would be prejudging. We'll follow the science, and we expect to maintain our lead, though.
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I like the “..., though” at the end!
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Roche don‘t expect Glofitamab to get to front line then? In yes, big advantage for Epcoritamab...
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Epcoritamab is much better than Mosunetuzumab, really promissing now. They must have safety issues with Glofitamab then?
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Okay, but why wouldn‘t they mention their most promissing and potent cd3/cd20? Strange...
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Glofitamab is an investigational CD20xCD3 T-cell engaging bispecific antibody designed to target CD20 on the surface of B-cells and CD3 on the surface of T-cells. This dual targeting activates and redirects a patient’s existing T-cells to engage and eliminate target B-cells by releasing cytotoxic proteins into the B-cells. Glofi is based on a novel structural format which we call ‘2:1’, which refers to the structure of the antibody.
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I wonder if Genmab i working on something like this https://www.nature.com/articles/d41586-019-03495-3
sales were €25 million of which €12
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