Genmab

	16/5 12:05 af Don Joning	Amviantamab was created under a collaboration between Genmab and Janssen Biotech, Inc. using Genmab’s DuoBody® technology. The two antibodies used to create Amviantamab were both created by Genmab.
	16/5 11:58 af Don Joning	Tak :) Det var ikke så meget igen, hvad skyldes dette er alle JNJ midlerne kun basseret på Genmabs platform og jnj har det aktive stof eller hvordan hænger de aftaler sammen ?
	16/5 11:34 af Helge Larsen/PI-redaktør	Online investormøde: (link)
	16/5 11:15 af GeorgeBest	Ca 10% royalties på salget
	16/5 11:08 af Don Joning	spændende artikler GeorgeBest !! hentede lige graferne for linket 6:37 under data fanen og effekten ser jo imponerende ud :) Hvor meget ejer Genmab af JNJ-61186372 ?
	16/5 09:14 af GeorgeBest	New Data on the Pharmacokinetic Profile of TEPEZZA™ (teprotumumab-trbw) Reinforce the Labeled Dosing Regimen, Indicating a Positive, Consistent Response to Therapy (link)
	16/5 07:27 af GeorgeBest	Geoff Oxnard likes the Amivantamab article (link)
	16/5 06:50 af GeorgeBest	Rapid response to single agent daratumumab is associated with improved progression-free survival in relapsed/refractory AL amyloidosis (link)
	16/5 06:37 af GeorgeBest	Antitumor Activity of Amivantamab (JNJ-61186372), an EGFR-cMet Bispecific Antibody, in Diverse Models of EGFR Exon 20 Insertion-Driven NSCLC (link)
	15/5 21:20 af Helge Larsen/PI-redaktør	Det er helt ude i hampen.
	15/5 20:59 af Solsen	Der kan være mange penge i covid-19-aktier (link) sindsygt på preclinical resultater
	15/5 20:54 af E L	long article (link)
	15/5 20:53 af E L	Antitumor Activity of Amivantamab (JNJ-61186372), an EGFR-cMet Bispecific Antibody, in Diverse Models of EGFR Exon 20 Insertion-Driven NSCLC (link) full article via sic-hub
	15/5 20:53 af E L	ok, one last post before the weekend...
	15/5 20:02 af Solsen	Det er vildt.
	15/5 19:23 af lahn1	Har heller ikke købt ,men 60% oppe første dag tager jeg gerne på en fredag
	15/5 18:18 af Solsen	Puha det ser svært ud, når 2/47 får en autoimmun sygdom. Dead money kunne jeg frygte. Og cd19 P deres lead program er heller ikke let.
	15/5 18:03 af troldmanden	Men en clinical hold med sjældne men alvorlige sygdom, så mudre det nok billedet ganske meget. At skulle smide et stort beløb upfront for at købe den anden part ud
	15/5 18:01 af troldmanden	Det er hvis meget normalt med sådan en rettighed. At både ADC og Genmab har rettighed til at byde på hele stoffet forud for en ekstern partner
	15/5 17:54 af lahn1	Fik du nogle ADCT Solsen ? den åbnede i $30
	15/5 17:50 af kkjoel	Hvis data er gode.. kunne det måske være en fornuftig måde at bruge noget af formuen på?!
	15/5 17:49 af kkjoel	I hvert fald vel interessant at GEN har kontraktsikret førsteret for at forhandle cami 100% hjem igen. Nogen der kan sige noget om hvor normal og/eller dyrt det måtte være?
	15/5 17:44 af kkjoel	2. forekomst... henviste til at interesserede selv kunne fremsøge i nævnte securities filing.
	15/5 17:43 af kkjoel	Så gad vide om der SKAL forhandles indenfor de 65 dg fra 02.04, eller om det "partial clinical hold" (omtalt i Fiercebiotech artilen EL linkede til 17:15) gør at det hele udskydes?!

	15/5 17:39 af kkjoel	2. forekomst af "Business—License and Collaboration Agreements—Genmab Collaboration and License Agreement"
	15/5 17:38 af kkjoel	"Both parties are required to use commercially reasonable efforts to complete and maximize the value obtained in this process. Therefore, our rights to Cami are subject to our collaboration and license agreement with Genmab, and there can be no assurance that we will apply for regulatory approval of or commercialize Cami."
	15/5 17:38 af kkjoel	"See “Business—License and Collaboration Agreements—Genmab Collaboration and License Agreement.” The agreement sets out a defined process to facilitate the divestment of Cami by licensing the rights thereto to a third party, subject to Genmab’s right of first opportunity to negotiate to acquire Cami in full. This process includes the opportunity for both parties to bid for the license rights alongside third parties."
	15/5 17:37 af kkjoel	"Risks Related to Our Relationship with Third Parties / Our rights to Cami are subject to our collaboration and license agreement with Genmab, and there can be no assurance that we will maintain the rights to develop or commercialize Cami. / Our collaboration and license agreement with Genmab requires a divestment of Cami, in which Genmab has a 25% interest, following 60 days, and no later than 65 days, after the database lock for the Phase 1/2 clinical trial, which occurred on April 2, 2020."
	15/5 17:35 af kkjoel	Fandt nedenståen i securities filingen fra ADC - ikke uinteressant vist, der blev talt om det herinde for nylig (GENs mulighed for at forhandle de 25%). (link)
	15/5 17:19 af kkjoel	Tak EL. Rart med opsummering af mAb feltet/stofferne indenfor MM.. for os der ikke er helt stive i det hele :-)
	15/5 17:15 af E L	(link) this has a bit more on Cami
	15/5 17:03 af Solsen	ADCs IPO i $19 (link)
	15/5 16:14 af E L	Educational theme \| Monoclonal antibodies for the treatment of multiple myeloma (link)
	15/5 16:08 af Bulder	Tak sukker. Rart med samling på tingene :-)
	15/5 15:45 af Sukkeralf	(link)
	15/5 15:45 af Sukkeralf	CD20/CD3 - måske postet før:
	15/5 14:13 af E L	@Mohty_EBMT presented an argument FOR the integration of anti-CD38 antibodies into induction therapies. (link)
	15/5 13:42 af E L	a few abstracts on BMS-986253 at ASCO (talking about something where i think there is not much to look forward to lol) (link)
	15/5 13:38 af E L	they did double the enrollment size not too long ago though on the -178 , that actually gave me little bit more hope ;)
	15/5 13:28 af Sukkeralf	Its funny they promote these newer DuoBodies - not much we hear about JNJ-63709178. 1 or 2 clinical holds so maybe not much to look forward to here
	15/5 13:26 af Sukkeralf	i dont think so
	15/5 12:52 af E L	haven't heard much about the CD33xCD3 duobody yet
	15/5 12:51 af E L	JNJ-67571244: A novel anti-CD33 C2 domain binding bispecific antibody with potent T cell redirection activity (link)
	15/5 12:25 af E L	JNJ-61186372, an Fc enhanced EGFR/cMet bispecific antibody, mediates EGFR and cMet downmodulation and therapeutic efficacy preclinically through monocyte / macrophage mediated trogocytosis (link)
	15/5 12:13 af E L	JNJ-61186372, an EGFR-cMet bispecific antibody, in EGFR Exon 20 insertion-driven advanced non-small cell lung cancer (NSCLC) (link)
	15/5 11:54 af E L	4544 / 12 - Multifaceted mechanism of action of DuoHexaBody-CD37 involves both complement- and Fc gamma receptor-mediated cytotoxicity in pre-clinical B-cell lymphoma models (link)
	15/5 10:45 af Solsen	Nice to hear :-)
	15/5 09:17 af E L	Someone that knows him told me that, as nice as he is, he is actually a very very tough negotiator ...
	15/5 09:16 af E L	I hope you are right on the epco deal for ASCO, but i am not sure Jan will feel much pressure ; we have been waiting soooo long; better get it right now...
	15/5 09:12 af E L	it is possible, submission deadline for late breaker for EHA is about a month later i believe