Genmab

	11/12 19:14 af GeorgeBest	Men det vidste vi jo
	11/12 19:14 af GeorgeBest	Odrontextamab fra REGN er ikke nær så god pga dårlig tox profile
	11/12 19:07 af GeorgeBest	Generelt meget positiv evaluering af epco. Men ligeså af glofi. Så den største fordel for Genmab/Abbvie er nok at de fra starten valgte at gå subcu vejen.
	11/12 19:01 af GeorgeBest	epcoritamab again looks like the one to beat. 21 May 2023 Pdufa date. Meanwhile, $RHHBY due to file glofitamab by YE 2022. $REGN presenting odronextamab data at #ASH22 right now. Can step-up dosing mitigate the tox here? (link)
	11/12 18:59 af GeorgeBest	Impressive results with Epcoritamab in r/r DLBCL high response rate & excellent PFS/OS (link)
	11/12 18:58 af GeorgeBest	Improvement in the quality of response to salvage CIT adding Epcoritamab in DLBCL patients eligible for HDT/ASCT (link)
	11/12 18:56 af GeorgeBest	Promising activity of Epcoritamab + RDHAX/C in transplant eligible DLBCL. ORR 85%, and CR 67%. mPFS and OS not reached. This could be a potential bridging regimen. (link)
	11/12 18:55 af GeorgeBest	sc Epcoritamab+R-DHAC/X in RR DLBCL ASCT eligible Ph 1/2 N=29 58y (28-75) 16 pts had ASCT after 3 cycles 5 continued epco without ASCT CR 81% in ASCT pts 45% in no ASCT Short Fu 12.6 mo PFS NR V active combo (more than Pola-RICE) (link)
	11/12 18:53 af GeorgeBest	Epcoritamab CD20×CD3 with DHAX, n=29, 66% primary refractory, 21 pts responded and 16 proceeded to AutoSCT, ORR 85%, 67% CR (link)
	11/12 18:52 af GeorgeBest	Epcoritamab+RDHAX/C: quickly effective and well tolerated in rrDLBCL in the EPCORE NHL-2 study (link)
	11/12 16:17 af peter12	Prasad er vist en lidt kontroversiel person (link)
	11/12 15:40 af Bulder	Han er i hvert fald ikke begejstret for car-t. Og så peger han også på bivirkninger. Infektioner af tec og udslet på huden af talq. Men som han selv siger, der er en pris at betale. Om man skulle gå direkte til randomiserede studier fra fase 1, kan jeg ikke vurdere. Men hvis det var muligt, ville fda vel have krævet det.
	11/12 15:35 af Helge Larsen/PI-redaktør	Den første del af kritikken er svært for lægmand at vurdere. Håber at nogen af vore eksperter kan byde ind. Det med det uetiske med den homøopatiske dosering i lavdosisgruppen er til gengæld nemt for de fleste at forstå og være enig i. Det er jeg i hvert fald.
	11/12 14:59 af Bulder	Ham her har visse indvendinger imod talq-studiet: (link)
	11/12 13:43 af Solsen	Rafineret teknologi viser gode resultater. Dejligt med de mange fremskridt i cancerbehandling (link)
	11/12 12:55 af ProInvestorNEWS	ASH tråd. Fyld gerne på: (link)
	11/12 12:39 af E L	rest of the schedule by the way: (link)
	11/12 12:38 af E L	but it is a poster, so you have to hope someone will post something on twitter, we'll probably have to wait for the R&D
	11/12 12:36 af E L	tonight (link)
	11/12 12:25 af Bulder	Does anybody know when hex38 will be presented.
	11/12 12:23 af Bulder	Ye s, but as he says, it is tragic to loose a cr- patient to covid. I would like to hear if they can come up with something to avoid infections.
	11/12 12:18 af E L	at the same time, according to Dr Chari: “If you measure Covid antibodies, patients on [talquetamab] are producing antibodies. That’s a really different signal than what we’ve seen before.”
	11/12 11:46 af Bulder	GB: I think they should discuss the general issue with risk of infections and bispecifics.
	11/12 11:44 af Bulder	Also talq had 2 deaths due to covid. Maybe this problem will be solved when covid is over.

	11/12 11:38 af GeorgeBest	@Bulder. Jan will probably say it is a Janssen product, and refer the analyst to them.
	11/12 11:37 af ProInvestorNEWS	(link)
	11/12 11:28 af Bulder	(link) talquetamab
	11/12 11:17 af Bulder	Seems like a little concern over the fatal infections in the tec-dara-len combo. One covid and one sepsis. Hope this will be discussed on R&D Day.
	11/12 10:35 af E L	PET scan for Richters / epco (link)
	11/12 09:59 af E L	Ash 2022 – talquetamab heads to the regulators (link)
	11/12 09:55 af E L	It's a while ago this was written 'Assuming epco gets approved, and 1 biontech duobody, then for these first 9 Genmab approved antibodies, 8 of them will be blockbusters, Kesimpta will be multiple blockbuster, Teclistamab, Talquetamab, Tepezza now are prognosed for >$4bn and Dara and Rybrevant >$5bn. That is just unheard of for a biotech.' but seems fully on track... maybe Mim8 will be #9 though, as GB suggested or even Inclacumab...
	11/12 09:33 af E L	Janssen Presents New Data for Talquetamab, a First-in-Class GPRC5DxCD3 Bispecific Antibody, Suggesting Durable Responses in Patients with Heavily Pretreated Multiple Myeloma (link)
	11/12 09:30 af E L	Janssen Presents First Data from MajesTEC-2 Trial of TECVAYLI (teclistamab-cqyv) in Combination with DARZALEX FASPRO (daratumumab and hyaluronidase-fihj) and Lenalidomide in Relapsed or Refractory Multiple Myeloma (link)
	11/12 08:37 af ProInvestorNEWS	Jim Omel @IMFjimMYELOMA More Than 70% of Heavily Pretreated Patients Taking Talquetamab for Multiple Myeloma See Responses That “Deepen Over Time” (link) via @AJMC_Journal More exciting immunotherapy news from ASH. 70% response to a new myeloma cell surface target. (link)
	11/12 08:31 af Stroka	Det ser godt ud for talquetamab og teclistamab.
	11/12 08:28 af Stroka	God morgen :-)
	11/12 08:11 af ProInvestorNEWS	MyelomaTeacher - Cindy Chmielewski @MyelomaTeacher Hope - for RRMM (link)
	11/12 08:05 af ProInvestorNEWS	Ben Derman @bdermanmd · 11 t Rub some ‘DRT’ on it. MajesTEC-2 with Dara/Len/Tec. ORR 93.5% in a less refractory population with high rates of CR (55%). No data on mrd negativity among the CR population. But definitely makes a case for combination strategies for teclistamab(link)
	11/12 08:00 af ProInvestorNEWS	oseph Mikhael @jmikhaelmd master presenter Ajai Chari presenting Talquetamab a bispecific antibody targeting GPRC5D. Amazing 74% ORR and even more remarkable low infection rates grade 3/4 at 17% and 12%. This is remarkable and may likely be the next bispecific and First GPRC5D available (link)
	11/12 07:58 af ProInvestorNEWS	Raj Chakraborty @rajshekharucms · 11 t Although I am super excited about teclistamab combinations in earlier lines of therapy, 6.25% fatal AEs 2/2 infection in Dara-Tec-Len is concerning. Need to develop new strategies to mitigate infection risk such that greater efficacy is not neutralized by high tox (link)
	11/12 07:54 af ProInvestorNEWS	'New lease on life' for blood cancer patients as experimental therapy treats 73 PERCENT of patients in global clinical trials The treatment targets recurring multiple myeloma, a type of blood cancer More than 30 percent of trial patients saw all traces of their cancer disappear Talquetamab work as well or better than similar multiple myeloma treatments (link)
	11/12 06:52 af Helge Larsen/PI-redaktør	Godmorgen. :-)
	11/12 01:17 af GeorgeBest	Exciting responses to bispecific epcoritamab for Richter's transformed CLL, which can be very tricky to treat (link)
	10/12 13:30 af gentogen	Nu vi er ved det, så er efterbehandlngen af Lu AF82422 in Participants With Multiple System Atrophy (AMULET) netop blevet forlænget. Ikke at man kan lægge ret meget i det, men måske alligevel et lille positivt tegn???
	10/12 10:30 af E L	on BMS-986253 (link) (link)
	10/12 09:37 af Helge Larsen/PI-redaktør	Positive Early Results of Mim8 Pave Way for Testing in Phase 3 Trials (link)
	10/12 09:30 af Helge Larsen/PI-redaktør	Enig GB. Det er vildt og imponerende.
	10/12 08:41 af GeorgeBest	Ret vildt at tænke på at når Epco og Talquetamab bliver godkendte i løbet af næste år, vil der være 8 Genmab udviklede produkter på markedet. Hvad mon bliver nr. 9. Mim8 fra Novo??
	10/12 08:29 af GeorgeBest	Volume på Genmab ADS var vist ekstraordinær høj i går - næsten 1.4 mill. omsat
	10/12 07:41 af ProInvestorNEWS	Godmorgen :-) Opdateret status oversigt for det Danske OMX C25 Index fra NordStock fredag d. 9. december - købs- og salgsignaler: (link)