Genmab

	14/5 12:58 af Bulder	ADS’en steg pænt i går selvom NBI hang lidt med næbbet. Bliver interessant i dag, hvor det meste er grønt og Vix nede med 20%.
	14/5 07:42 af Helge Larsen/PI-redaktør	Udover Q&A mandag har ProInvestor sammen med Nordnet biotekwebinar med Genmab, Bavarian og Zealand Pharma tirsdag. Tlmelding: (link)
	14/5 07:37 af Helge Larsen/PI-redaktør	Spørgsmål til Q&A er meget velkommen. :-)
	14/5 07:03 af Helge Larsen/PI-redaktør	God morgen. :-)
	14/5 06:33 af Plimsoller	God morgen :-)
	13/5 14:40 af Bulder	Futterne begynder så småt at grønnes. Vix nede med 8%
	13/5 14:23 af Bulder	Dax'en ser ud til at rette sig efter at have været nede med 2% i formiddags. Nu minus 0,5%
	13/5 14:10 af Legolas23	Der er vel også et økonomisk aspekt epco Vs Glofi ?
	13/5 13:26 af Bulder	On the safety-side epco clearly has the advantage of only making CRS grade 1 or 2, where glofi is associated with some cases of grade 3 and 4.
	13/5 12:43 af GeorgeBest	we still to have wait to see if Glofi comes with a subcu version, but if not epco clearly looks like a potential winner
	13/5 12:41 af GeorgeBest	11:39 agree E L, for me epco also looks best-in-class :-)
	13/5 12:40 af Bulder	Ser ud til at Dax'en lader sig inspirere af us-nedtur i går. Futterne dog ikke helt så røde.
	13/5 12:25 af Bulder	Nice that you got the conclusion from Cass part 2 before they locked it up. :-)
	13/5 12:18 af Bulder	I suppose we'll soon see a filing of dara as maintenance.
	13/5 12:17 af Bulder	Thx E L. Yes, the shift from PR to CR is impressing.
	13/5 11:49 af E L	I think AEs looked probably a bit high with some grade 3/4 neutropenia and anemia, but looking at above conclusion it looks as if they think they can improve that with a different dosing strategie
	13/5 11:47 af E L	Conclusion Talquetamab, at the RP2D of weekly 405 μg/kg SC, demonstrated a high clinical response rate and was well-tolerated in patients with relapsed/refractory MM. Based on the pharmacokinetic data, other SC dosing strategies are also being explored. The promising efficacy and safety profile, and the convenience of SC dosing support monotherapy development and combination approaches with this novel agent.
	13/5 11:47 af E L	It is rather annoying that EHA have embargoed some abstracts again, I copied this on Talquetamab yesterday:
	13/5 11:39 af E L	I find the comparisson with Glofitamab a bit difficult, they are longer into the trial (27 months? vs 14 months). If i can compare Glofi DLBCL ORR of 41.1% (n = 30), with CR in 28.8% (n = 21). And FL ORR 55.2% and CR 34.5%, Epco clearly seems better?
	13/5 11:39 af E L	I think that looks very very solid, with responses clearly deepening over time, PR’s converting to CR’s. No additional Aes. That treatment was ongoing in only 15 (22%) patients from the starting of the original 68 is unpleasant to read though, but this is in aggressive disease with patients heavily pretreated.
	13/5 11:38 af E L	FL at doses ≥12 mg (n=5) was 80% (CR=60%; PR=20%) versus november data: (n=3); ORR 100% (CR=66.7%; PR=33.3%)
	13/5 11:38 af E L	For DLBCL ≥48 mg (n=11); ORR 91% (CR=55%; PR=36%) versus november data: (n=7); ORR 100% (CR=28.6%; PR=71.4%)
	13/5 11:38 af E L	@Bulder , If I look at comparison with earlier epcoritamab data, for the higher dose;
	13/5 08:26 af Helge Larsen/PI-redaktør	Spørgsmål til Q&A er meget savnet.

	13/5 08:25 af Helge Larsen/PI-redaktør	God morgen. :-)
	12/5 23:43 af Bulder	Den ene fed’er efter den anden er ude at slå koldt vand i blodet. Håber det trænger ind.
	12/5 23:39 af Bulder	Ret voldsomt ellers i us her i aften. De næste to dage bliver spændende. Hvis det fortsætter, så bliver det ikke morsomt på mandag.
	12/5 23:35 af Bulder	Jeg tror jeg fandt ud af at slå automatiske rettelser fra.
	12/5 23:34 af Bulder	Ipad er absolut forpulet. NBI er relativt velopdragen i dag.
	12/5 22:50 af Bulder	... relativt
	12/5 20:57 af Bulder	Forpulede iPad
	12/5 20:57 af Bulder	Index
	12/5 20:56 af Bulder	Inden
	12/5 20:52 af Bulder	NBI opfører sig da noget pænere end øvrige us-inden.
	12/5 20:02 af Bulder	Maybritt a little. But is it enough to be meaningfull?
	12/5 19:50 af GeorgeBest	If you only look at patients receiving optimal dose of Epcoritamab (48 mg), isn’t the Epcoritamab data better then?
	12/5 18:40 af Bulder	(link)
	12/5 18:40 af Bulder	thx E L. What do you think of epco? Efficacy looks similar to glofitamab, but AE looks better. Best in class?
	12/5 17:11 af E L	DARATUMUMAB MAINTENANCE VS OBSERVATION, finaly - Conclusion CASSIOPEIA part 2 interim analysis showed a significantly longer PFS with daratumumab maintenance vs OBS in transplant-eligible patients with NDMM. (link)
	12/5 16:53 af E L	EHA poster SUBCUTANEOUS EPCORITAMAB IN PATIENTS WITH RELAPSED/REFRACTORY B-CELL NON-HODGKIN LYMPHOMA: SAFETY PROFILE AND ANTI-TUMOR ACTIVITY (link)
	12/5 16:04 af E L	lol, no that is still the one from last year , 2020
	12/5 16:03 af E L	EHA Late breaking Dara abstract - SUBCUTANEOUS DARATUMUMAB + CYCLOPHOSPHAMIDE, BORTEZOMIB, AND DEXAMETHASONE (CYBORD) IN PATIENTS WITH NEWLY DIAGNOSED LIGHT CHAIN (AL) AMYLOIDOSIS: PRIMARY RESULTS FROM THE PHASE 3 ANDROMEDA STUDY - (link)
	12/5 15:42 af E L	apparantly Talquetamab also got orphan designation in March (Teclistamab already got it last year)
	12/5 15:40 af E L	I assume this is MIM-8 / Novo Nordisk ? Orphan Designation (link)
	12/5 14:34 af Helge Larsen/PI-redaktør	Spørgsmål til Q&A på mandag er mere end velkommen. Jeg har kun 5 stk´s inde nu.
	12/5 12:31 af Helge Larsen/PI-redaktør	Video: Tæt på Scandion Oncology, Ascelia Pharma & Hansa.: (link)
	12/5 09:18 af transalp	Go morgen. Og go dag med Helge i mio klubben. :)
	12/5 08:11 af Plimsoller	God morgen :-)
	12/5 06:00 af Helge Larsen/PI-redaktør	God morgen. :-)
	11/5 21:58 af bikube	Så er der indløst warrats igen. Mon ikke det er sidste gang med de billige fra for 10 år siden. De næste må kun vente i 7 år.