Genmab

	4/11 16:43 af Bulder	Det ser ud til at vi generelt kan forvente at epco ikke opviser CRS over grad 2.
	4/11 16:43 af Bulder	... og derfor er expansion-data fra monoterapi-studiet særdeles spændende.
	4/11 16:40 af Solsen	Vi har stadig et forspring på sc efter min vurdering. Men effekt kan meget vel være meget ens.
	4/11 16:12 af Bulder	Nu begynder de også at tale om outpatient setting for glofi pga lav CRS i 1. linje.
	4/11 16:04 af Sukkeralf	Yes E L - and Janssen are progressing them very well indeed
	4/11 16:04 af Sukkeralf	Flotte responser for begge DuoBodies, men der følger også en del bivirkninger med
	4/11 16:03 af E L	genmab could have included these in their press release? they are important
	4/11 16:00 af Sukkeralf	talquetamab alone: (link)
	4/11 15:59 af Sukkeralf	talquetamab + dara: (link)
	4/11 15:54 af Sukkeralf	teclistamab alone:(link)
	4/11 15:52 af E L	i think we heard last year that it took them roughly 2years for the B-cell non-Hodgkin lymphoma part to accrue 73 patients. the first few are always the slowest offcourse
	4/11 15:52 af Sukkeralf	Teclistamab+dara:(link)
	4/11 15:48 af Sukkeralf	very slow
	4/11 15:46 af E L	no grade 3 there either, but they go slow.../careful
	4/11 15:45 af E L	if i understand correctly from 2627, from November 30, 2020 until July 12, 2021, only 7 pts were enrolled for R/R CLL
	4/11 15:42 af Sukkeralf	for epco
	4/11 15:42 af Sukkeralf	Så vidt jeg kan se så stadig kun grade 1-2 CRS - det er da positivt
	4/11 15:42 af Rondo	Jeg tror da nok lige klokken løber lidt foran..... ;-)
	4/11 15:37 af Bulder	indtil videre ingen expansion-data fra monoterapi studiet.
	4/11 15:27 af Bulder	svært at sml med tilsv epco (link)
	4/11 15:25 af Bulder	Glofi+r-chop ser stærk ud (link)
	4/11 15:19 af E L	Genmab Announces Multiple Abstracts to be Presented at the 63rd Annual Meeting and Exposition of the American Society of Hematology (ASH) (link)
	4/11 15:17 af Sukkeralf	IGM CD20/CD3 ser ikke skræmmende ud: (link)
	4/11 15:12 af E L	ash 1413 Subcutaneous Epcoritamab in Combination with R-CHOP in Patients with Previously Untreated High-Risk Diffuse Large B-Cell Lymphoma: Preliminary Results from a Phase 1/2 Trial (link)

	4/11 15:11 af E L	ash 2264 Treatment with BTK Inhibitor or Bcl-2 Inhibitor Increases Cytotoxicity of the Anti-CD3xCD20 Bispecific Antibody Epcoritamab Against Chronic Lymphocytic Leukemia (link)
	4/11 15:11 af E L	ash 3569 Phase 3 Trial (EPCORE DLBCL-1) of Epcoritamab Versus Standard of Care in Patients with Relapsed or Refractory Diffuse Large B-Cell Lymphoma (DLBCL) (link)
	4/11 15:11 af E L	ash 2627 Subcutaneous Epcoritamab in Patients with Relapsed/Refractory Chronic Lymphocytic Leukemia: Preliminary Results from the Epcore CLL-1 Trial (link)
	4/11 15:10 af E L	ash 3535 Subcutaneous Epcoritamab in Combination with R2 (Rituximab and Lenalidomide) in Patients with Relapsed or Refractory Follicular Lymphoma: Preliminary Results from a Phase 1/2 Trial (link)
	4/11 15:07 af E L	start the search (link)
	4/11 13:48 af E L	the Parkinson's Disease trial was recently completed, so hoping we'll get some data on that at some point
	4/11 13:48 af E L	Lundbeck starting a new Ph II trial of Lu AF82422 in Participants With Multiple System Atrophy (AMULET) (link)
	4/11 13:41 af Bulder	escalation-data har vi allerede set.
	4/11 13:40 af Bulder	Nej, men han siger potentially updates on the ph I/II data. Det kunne jo være expansion-data. Måske som LBa.
	4/11 13:32 af Plimsoller	Tak.
	4/11 13:31 af Sukkeralf	Så det er mest Ahmadi´s kommentar der gør, at vi nok ikke skal forvente data der for alvor kan stilles op mod Roche
	4/11 13:30 af Sukkeralf	Ahmadi: And maybe to add to the question, I think that general like registration-enabling -- or potential registration-enabling data sets are usually first submitted to health authorities before they are presented in the public.
	4/11 13:30 af Sukkeralf	So, it will be a combination of data. And I think we're very excited about, I think, the potential of epco. We believe it will be an absolute transformative therapy in the lymphoma space, and we can't wait to hear back from the conferences, Michael, that the objects are accepted. And then, we will have an open discussion on that.
	4/11 13:29 af Sukkeralf	Jan: What I can say, Michael, is that we have submitted multiple abstracts, and that will include data. I already said that in my answer, the first answer on CLL, but it will also be potentially some combination data -- combination therapy data, which is new, which you haven't seen anything from -- and potentially updates, of course, on the -- already the Phase I/II data, which you have seen already before.
	4/11 13:29 af Legolas23	Ser vi først epco data til ASH som late breaker
	4/11 13:29 af Sukkeralf	Q: I was just curious, sorry, Jan, about the data update on epco later this year. Will this be another follow-up on the Phase I data, or will this include some of those Phase II cohorts as well?
	4/11 13:28 af Sukkeralf	Tror dog ikke vi skal forvente alverden af data - i forbindelse med Q2 CC blev følgende nævnt:
	4/11 13:25 af Solsen	Epco kan rykke fint.
	4/11 13:23 af Plimsoller	Hvordan ser det ud med potentielle kurstriggere i 2022?
	4/11 13:18 af Solsen	I HALOs 10Q anfører de tillige, at der efter patentudløb er risiko for at aftalerne brydes og biosimilære stoffer overtager.
	4/11 13:15 af Solsen	Men vi omtalte også i går, at HALOs patent ophører i 2024 i Europa og 2027 i US. Herefter ser det ud til ar royalty halveres.
	4/11 13:13 af Solsen	Tapezza royalty kan sagtens være udsat for samme trussel. Derfor skrev jeg også i går, at Genmab må tage retssagen og ikke indgå forlig.
	4/11 13:02 af Sukkeralf	Eller også skal det tolkes som et meget selvsikkert svar - at der ikke er noget at komme efter
	4/11 13:01 af Sukkeralf	Så udenomssnak er vel aldrig et godt tegn, så lad os få et godt udgangspunkt i nuværende voldgiftsag med JNJ
	4/11 13:00 af Sukkeralf	Genmab receives a nice mid-single digit royalty for all Teprotumumab sales.
	4/11 13:00 af Sukkeralf	Horizon is using Halozymes technology to make a sc version of Tepezza - how is Genmabs situation here regarding royalties or could we end up with another arbitration ?