Genmab

	29/7 15:53 af Klarussen	Så når vi snart 2200...
	29/7 15:06 af Helge Larsen/PI-redaktør	Her fungerer det.
	29/7 15:06 af Helge Larsen/PI-redaktør	:-) :-D
	29/7 14:46 af Sukkeralf	Hov min smiley blev til spørgsmålstegn
	29/7 14:46 af Sukkeralf	Åhhh ja da ????
	29/7 14:42 af Solsen	Teclistamab ;-)
	29/7 14:32 af Sukkeralf	Jedi - Yes combining dara with amivantamab is fine
	29/7 14:31 af Sukkeralf	The problem with CD38 is that it’s expressed many places in the body so activating the immune system there could be troublesome
	29/7 14:17 af Jedi	On the Amivantamab trial note that the purpose is two-fold: In one part Lazertinib (arm C) is compared to Osimertinib (arm B), this part is blinded. In the other part Amivantamab is tested as add-on to Lazertinib (arm A) this part is open label, so JnJ can follow during the trial if this combo outperforms the blinded part, which is what we hope for
	29/7 13:35 af Solsen	"World bispecific" har conference sidst i september og så vidt jeg kan se er Genmabs fravær påfaldende. Ydermere er der dagen op til en dag med særlig fokus på CD3 bispecifics (link)
	29/7 13:16 af Jedi	...and yes, good to see that Xencor did not have success with a bispecific that Gen is not pursuing:-)
	29/7 13:14 af Jedi	I don’t think a combo of two molecules (Dara and Teclistamab) can be compared to a single bispecific CD3 x CD38 agent
	29/7 13:12 af Solsen	Remember some of us was worried that Xencor where chosen as bispecific partner by Amgen - Genmab is best in class ;-)
	29/7 13:06 af Solsen	JW said that CD3 was not the chosen combo with CD38. Dont remember why.
	29/7 12:46 af E L	not sure, when did he say that? JNJ is trying Dara with Teclistamab and Sanofi is experimenting with a tri-specific: Anti CD38-CD28-CD3
	29/7 12:35 af Sukkeralf	Så fik Jan ret i at CD3 var en dårlig kombi med CD38 ????
	29/7 11:39 af Klarussen	Ser teknisk svag ud på kort sigt efter 23. julis brud af optrendslinien fra midtmarts, støtte omkring 2000-området.
	29/7 11:37 af E L	Amgen dumps early-stage CD38xCD3 bispecific, returning rights to Xencor (link)
	29/7 11:26 af Bulder	About 20 percent of NSCLC cases have somatic EGFR mutations. (15) Patients with the two most common mutations, EGFR L858R and EGFR exon deletion 19, are treated with EGFR-tyrosine kinase inhibitors (EGFR-TKIs), which include erlotinib, gefitinib, afatinib, dacomitinib, and osimertinib. (link)
	29/7 11:20 af GeorgeBest	Tak for svar til Solsen og Bulder :-)
	29/7 11:19 af Bulder	A Phase 3, Randomized Study of Amivantamab and Lazertinib Combination Therapy Versus Osimertinib Versus Lazertinib as First-Line Treatment in Patients With EGFR-Mutated Locally Advanced or Metastatic Non-Small Cell Lung Cancer.
	29/7 11:15 af Solsen	Indtil videre er det kun NSCLC med Exon 19 mutationen forsøgene går efter. Jeg mener, at det er 15-20% af hele NSCLC populationen - herunder first line. (link)
	29/7 10:58 af GeorgeBest	Do we know if this amivantamab/lazertinib kombo is targetting first line lung cancer patients?
	29/7 10:53 af Solsen	What matters is data and potential royalty.

	29/7 10:52 af Solsen	Amivantamab has to be developed under the first deal. So $175 mln in milestones - dont think any triggered milestone connected to ph3 will make a difference.
	29/7 10:18 af E L	i think that is all the public info there is, except for some comments by Jan on the royalty %
	29/7 10:08 af E L	As of March 31, 2019, Janssen has exercised 14 licenses under this collaboration and we have recorded $60.0 million in milestone payments to date. No further options remain for potential use by Janssen. Six product candidates are currently in clinical development by Janssen under this agreement.
	29/7 10:07 af E L	Under the terms of a December 2013 amendment, Janssen was entitled to work on up to 10 additional programs. In exchange, we recorded an initial payment of $2.0 million from Janssen and are potentially entitled to receive average milestone and license payments of approximately $191.0 million if Janssen successfully initiates, develops and commercializes all such additional programs. In addition, we will be entitled to royalties on net sales of any commercialized products.
	29/7 10:06 af E L	and license payments of up to approximately $175.0 million, as well as royalties for each commercialized DuoBody product. Janssen may terminate this agreement in whole or with respect to any particular target binding pair upon providing 120 days' prior written notice to us in accordance with the terms of the agreement.
	29/7 10:06 af E L	from 2019 : Janssen DuoBody Collaboration In July 2012, we entered into a collaboration with Janssen to create and develop bispecific antibodies using our DuoBody platform. Under this agreement, Janssen received an exclusive worldwide license to use the DuoBody technology to create panels of bispecific antibodies (up to 10 DuoBody programs) to multiple disease target combinations. We recorded an upfront payment of $3.5 million from Janssen and will potentially be entitled to milestone and
	29/7 09:56 af BioShare	Sorry, forkert chat :-(
	29/7 09:54 af BioShare	Gik alt, alt for langsomt med at få indrullet patienterne i det ACCORD-studie....trist. I stedet startes et nye forsøg op "overseas"...
	29/7 07:11 af Sukkeralf	Nogen der husker strukturen på en lignende aftale. Den er selvfølgelig backloaded i høj grad, men må også være ret simpel, da man jo for mange af programmerne ikke kendte targets og dermed mulige indikationer. Så mon den alene går på første indikation der kommer hele vejen, for de milestones det gælder klinisk udvikling og registrering. Gætter på at mindst halvdelen af milestonepakken er salgsmilestones
	29/7 07:03 af Sukkeralf	Der må falde en milestone når fase III med amivantamab starter op - ligeledes når første registreringsansøgning indsendes sidt på året. Bliver spændende at se hvor backloaded disse aftaler er
	29/7 06:49 af bibob	God morgen. :-)
	29/7 05:52 af Helge Larsen/PI-redaktør	God morgen. :-)
	28/7 23:34 af gentogen	Amivantamab (JNJ-61186372) is a bispecific antibody that targets EGFR and cMet, two validated cancer targets. The two antibodies used to create amivantamab (JNJ-61186372) were both created by Genmab.
	28/7 23:01 af Joakim Von And	De stoffer I nævner Amivantamab, Lazertinib..Hvem har de forbindelse til ? Kan ikke finde ud af om det er godt eller skidt for genmab.
	28/7 20:56 af Solsen	Barren skulle der stå ;-)
	28/7 20:55 af Solsen	Lidt mere om Lazertinib (link) Gode data og baren er sat højt.
	28/7 16:06 af E L	Novartis also with a new trial , for patients that want to switch to Ofa from another CD20 (link)
	28/7 15:39 af Solsen	Tagrisso: $982M (+56%) Q120
	28/7 15:35 af Solsen	Yes it is. They perhaps need power to show better effect. What do Osimertinib have in revenue ?
	28/7 15:31 af Mcjean	Wouw thats a lot, isnt it?
	28/7 15:22 af E L	A Study of Amivantamab and Lazertinib Combination Therapy Versus Osimertinib in Locally Advanced or Metastatic Non-Small Cell Lung Cancer (MARIPOSA) (link)
	28/7 15:21 af E L	Phase 3 Amivantamab trial, 1000 participants!!
	28/7 08:23 af bibob	Tak Sukker. Selvfølgelig. ;-)
	28/7 08:18 af Helge Larsen/PI-redaktør	Tak bibob.
	28/7 08:16 af Mogan	God morgen ;-)
	28/7 07:31 af Sukkeralf	Cervical cancer