Genmab

	14/10 16:42 af E L	well , 50/50 seems to be Jan's favourite number, so who knows ;-) And I can't really remember him mentioning the number 0 :-D
	14/10 16:33 af Solsen	I belive it would be worth trying to make a 50/50 collaboration with ADC. The abstract from solid cancers are very exciting in my view.
	14/10 16:29 af troldmanden	Aftalen skal i hvert fald laves signifikant om hvis Genmab skal smide flere penge efter stoffet. Jeg hælder til Genmab smider de 25%. Mod et lille upfront beløb og så måske 10-25% af ADC fremtidige potentielle royalties. Der skal alligevel en big pharma med ind over for at marekdesføre
	14/10 16:23 af Bulder	What are the posibilities? Buying another 25% or selling the 25%?
	14/10 16:16 af Solsen	ADC just raised +$200 mln. Perhaps some of them will go to Genmab ;-)
	14/10 16:12 af E L	that is all I know. I assume they are still talking ;-)
	14/10 16:12 af E L	"Our collaboration and license agreement with Genmab may require a divestment of Cami, in which Genmab has a 25% interest. On June 24, 2020, we and Genmab agreed to enter into a period of good faith negotiations regarding the key financial terms of our license agreement."
	14/10 15:56 af Bulder	when was the deadline?
	14/10 15:50 af E L	Yes, i am also really curious. The good thing is that Genmab can choose from strength. If they choose not to pursue it, it will not be such a big deal, as they have plenty of other stuff in their pipeline, probably more than they can handle at the moment. So we know that if they do choose to pursue it, we can be reasonably optimistic it can be successfull
	14/10 15:35 af Solsen	Cami still looks interesting and now in solid cancer. Wonder what Genmab will do ?
	14/10 14:48 af E L	“These findings indicate this medication can provide relief at least a year after the last dose, including improvements in proptosis and diplopia, which are especially difficult symptoms to manage,”
	14/10 14:46 af E L	TEPEZZA® (teprotumumab-trbw) Data from the Phase 2 Clinical Trial Evaluate Longer-Term Responses in People Living with Thyroid Eye Disease (TED) 10/14/20 (link)
	14/10 14:02 af bongobob	Fantastiske nyheder både Amivantamab og PD-L1x4-1BB. Duobody validated
	14/10 13:56 af Bulder	Tak bongo. Så amivantamab 100% RR i første linje (få pts ganske vist) og godkendelse om et par år.
	14/10 13:46 af Plimsoller	Tak Helge. Projekteret i den øveste del af intervallet. Hvis det ender sådan, så kan vi ikke klage :-)
	14/10 13:08 af E L	SITC ID: 621 A Tregs depleting, CD25-targeted antibody-drug conjugate synergizes with tumor-targeted radiotherapy and systemic interleukin-2 in pre-clinical models of solid cancers (link) (camidanlumab tesirine (ADCT-301))
	14/10 12:58 af E L	SITC ID: 617 Tisotumab vedotin shows immunomodulatory activity through induction of immunogenic cell death (link)
	14/10 12:53 af Helge Larsen/PI-redaktør	Opdaterede salgstal på Darzalex. (link)
	14/10 12:51 af E L	SITC ID: 704 Preclinical mechanism of action and pharmacodynamic biomarker studies of DuoBody®-CD3x5T4 in vitro and in vivo in solid cancer models (link)
	14/10 12:46 af E L	Disease control, including stable disease at first assessment and partial responses in triple-negative breast cancer, ovarian cancer, and immune checkpoint inhibitor (ICI)–pretreated NSCLC, occurred in 40/61 patients (65.6%).
	14/10 12:45 af E L	Conclusions DuoBody-PD-L1×4-1BB demonstrated biologic activity and a manageable safety profile. Encouraging early clinical activity across different dose levels was observed in a heavily pretreated population with advanced solid tumors, including those resistant to prior immunotherapy or typically less sensitive to ICIs. Expansion cohorts of patients for whom DuoBody-PD-L1×4-1BB treatment could be relevant and biologically sound have started enrollment. Updated data will be presented.
	14/10 12:43 af GeorgeBest	12:40 I like the phrase “superior”
	14/10 12:41 af E L	SITC ID: 412 First-in-human phase I/IIa trial to evaluate the safety and initial clinical activity of DuoBody®-PD-L1×4-1BB (GEN1046) in patients with advanced solid tumors (link)
	14/10 12:41 af GeorgeBest	Thanks E L and bongobob

	14/10 12:40 af E L	SITC ID: 561 DuoBody®-PD-L1×4-1BB (GEN1046) induces superior immune-cell activation, cytokine production and cytotoxicity by combining PD-L1 blockade with conditional 4-1BB co-stimulation (link)
	14/10 12:37 af bongobob	Meget informativt om Amivantamab. 6-12 md approval...moving to 1.line... Beklager hvis den har været linket. (link)
	14/10 11:42 af Sukkeralf	Its going to be fun to see milestones for filing and approval to get a feeling about how backloaded these Duobody deals are
	14/10 11:40 af Bulder	I didn't realize we were that close to an amivantamab filing.
	14/10 11:19 af Bulder	Thx E L
	14/10 11:12 af Sukkeralf	10:50 E L - ohh yes sorry !
	14/10 11:04 af E L	Beyond that i can only find JNJ-7957 (BCMA/CD3), JNJ-7564 (GPRC5D/CD3) for planned filing 2020-2023
	14/10 11:03 af E L	I think 10:50 points to amivantamab filing in Q4?
	14/10 10:57 af Sukkeralf	anything about filing for approval this year with amivantamab or anything about the new Duobody in the clinic?
	14/10 10:52 af E L	JNJ pipeline (link)
	14/10 10:52 af E L	The near-term plan is to go forward with an Exon 20 EGFR tumor, non-small cell lung cancer, there are really no good opportunities for patients with Exon 20 signatures. But that's how we will begin but our eyes are on the larger EGFR mutation market and patients in non-small lung cancer. So with time, we plan on exploring multiple lines of therapy and eventually all EGFR containing tumors."
	14/10 10:51 af E L	-Maybe I can take the question on the EGFR-cMet antibody amivantamab. It is a really exciting project for us. You asked about near-term and long-term. First on the antibody itself, it's a really interesting antibody. It's unique to us and it incorporates both EGFR binding peak and the CMS binding peak and CMS is common resistance mechanism for EGFR therapy. So it's both the primary mutation and the resistance mechanism at the same time.
	14/10 10:51 af E L	I would also point to some of the filings that we anticipate here in the near-term with respect to the CAR-T BCMA as well as amivantamab for non-small cell lung cancer, potentially on the horizon and part of the mix in 2021.
	14/10 10:50 af E L	"As we head into the fourth quarter, we look forward to additional planned submissions, most notably our U.S. filing of our BCMA CAR-T in multiple myeloma as well as the U.S. filing for amivantamab in non-small cell lung cancer.
	14/10 10:50 af E L	The usual positive comments on Dara, but also on amivantamab
	14/10 10:49 af E L	Johnson & Johnson (JNJ) Management on Q3 2020 Results - Earnings Call Transcript (link)
	14/10 07:32 af transalp	Go morgen.. :)
	14/10 06:48 af Helge Larsen/PI-redaktør	God morgen. :_)
	14/10 05:44 af Doublo	God onsdag morgen. I modsætning til en sag der indankes for en domstol af en part, er begge parter i voldgiftsager enige om, af få afprøvet et tvivlsspørgsmål ved en uvildig instans. En klar fordel er, at parterne kan udpege en voldgiftdommer med specifik viden, på netop det område hvor tvivlen er opstået, hvor dommerne i en retssag ved domstolene er generalister. Hvis der ikke er en klokkeklar vinder i sagen, kan voldgiftdommeren også medvirke til forlig mellem parterne.
	13/10 18:14 af Teller	mht. retssagen - Mon ikke Genmab selv skal have indgået en aftale om betaling af royaltyes, hvis der skal gælde sådan en... Ellers er det vel stadig afregning for det aktive komponent Genmab levere i en hvilken som helst drug... Jeg tror på ledelsen har styr på det, ellers bliver jeg MEGET skuffet med den hyre de får, alt inklusiv.
	13/10 17:56 af Legolas23	Jeg synes, det var prangende salgstal,som også lå over konsensus. Jeg ved ikke, hvad du havde regnet med. Jeg er sikker på, at Genmab trækker sig fint ud af retsagen, og derfor forventer jeg ny ATH inden for en måned.
	13/10 17:12 af Solsen	Once again a good day. Heading ATH I belive :-)
	13/10 17:09 af E L	the mayhem in this room after previous Q3s compared to the calm today with $1.1bn is really funny
	13/10 16:23 af Helge Larsen/PI-redaktør	Tak LLI..Jeg laver snart en introduktionsvideo. :-)
	13/10 14:34 af Helge Larsen/PI-redaktør	(link)
	13/10 13:54 af Bulder	No, its total, but Darzalex is an important part of it.