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Q&A med Zealand Pharma, 3 December kl 16.00 Læs mere her
      
8/11 17:14
af Helge Larsen/PI-redaktør
This session has ended.
8/11 17:13
af Jan Van de Winkel
Thank you all for very inspiration and thoughtful questions. I look forward to touch bases again after Q4 and wish you all a relaxing and good weekend for now.
8/11 17:12
af Helge Larsen/PI-redaktør
This was all we had for you this time. Thank you for joining us and for the many fulfilling answers to the broad range of qualified questions from our investors here at ProInvestor.com. We look very much forward to having you back again here in the near future for a Q&A after Q4.
8/11 17:12
af Jan Van de Winkel
It is still early days and the markets are very wobbly. What we see is a steeply increased interest in Genmab, as reflected by a much higher interest in meetings with management and increased visbility in the world's largest innovation eco-system.
8/11 17:10
af kkjoel
Mr. Winkel, the number of shares traded every day i US is negligible. Are you sure it "pays back" in the long run?
8/11 17:10
af Jan Van de Winkel
This does not mean that we have to wait until 2025.
8/11 17:10
af Jan Van de Winkel
The wish to have a product on the market by 2025 is linked to our 2025 vision...
8/11 17:09
af Relax
In a previous Q&A it was expressed that Genmab is considering having their own product on the market in 2025. Can it please be explained why it is necessary to build a sales organization already 5 years ahead of a having a product ready.
8/11 17:09
af Helge Larsen/PI-redaktør
Great. We have 2 questions more left for you.
8/11 17:08
af Jan Van de Winkel
This is a 100% Genmab program which created high excitement in preclinical studies. Further information will follow in the coming time.
8/11 17:07
af Solsen
Mr Winkel. The DuoBody-CD3x5T4 in new to us. From which collaboration ? And when are you planning IND ? Have you any further info ?
8/11 17:07
af Jan Van de Winkel
To our knowledge, Daratumumab has been evaluated in combination with Opdivo in studies with multiple arms which are still on CT.gov.
8/11 17:06
af Legolas23
Can you comment on whether the tests with BMS (checkmate) are still active. Is there progress and can we expect new before the turn of the year?
8/11 17:05
af Jan Van de Winkel
We have been very explicit about the need to have a partner for one or two products and keep at least 50% of the ownership rights.
8/11 17:04
af Legolas23
Thank you for spending time with us today, Mr. Jan Winkel. It means a lot to us at PI. In connection with Q3, you say that you will promise 2 partner deals. Can we expect 50/50 deal?
8/11 17:04
af Jan Van de Winkel
The exact details of the collaboration are not public, but what can be stated that Genmab will have a dominant role in commercialization.
8/11 17:03
af Solsen
Mr Winkel In the Biontech collaboration is there any agreement om how you share potential markeds - US vs ROW - marketing and sales ?
8/11 17:02
af Jan Van de Winkel
No, this is a technical hold because of the fact that Janssen needs to further validate the tests to assess MRD negativity.
8/11 17:02
af Bulder
Anything serious behind the enrollment hold of the Auriga study?
8/11 17:01
af Jan Van de Winkel
We see an increasing number of patients in frontline getting daratumumab as part of their treatment regimens and expect that number to go up further with availability of new data independent of the pricing of Revlimid.
8/11 17:00
af Solsen
Mr Winkel How do you se price increase on Revlimid impact on first line sales for dara. And what effect will patent expire in 2023/24 for Revlimid have.
8/11 17:00
af Jan Van de Winkel
The IMS numbers are gross numbers before rebates or discounts.
8/11 16:59
af kkjoel
Mr. Winkel, David referred in your cc. to US IMS-salesfigures for October at $39 mio. pr. week. Are these reel, net salesnumbers, rebates included?
8/11 16:59
af Jan Van de Winkel
We are currently interacting with various potential candidates for partnerships, all of which are open to Genmab keeping significant US commercial rights, which is one of our key goals for our next therapeutic candidates.
8/11 16:57
af Solsen
Mr Winkel Is it still you belive that you can attract big pharma/powerhouses if you want to keep the US marked 100% Or are you looking for other partners than top 10 Pharma ?
8/11 16:57
af Jan Van de Winkel
It is too early to further comment on the signals we have observed. The protocol for evaluation of HexaBody DR5/DR5 has been amended and we are currently actively enrolling patients in the study and expect to present data in 2020.
8/11 16:56
af Solsen
Mr Winkel Could you give om some more info regarding the liver toxicity in the DR5/DR5 trial. Could it possibly be crucial for this hexabody ?
8/11 16:56
af Jan Van de Winkel
Novartis is highly excited by the potential of SubCu Ofatumumab in MS.
8/11 16:55
af Bulder
Do you know if Novartis has plans of resuming what GSK started a few years ago, studies of sc ofatumumab in RA?
8/11 16:55
af Jan Van de Winkel
These are certainly programs that could potentially target very large markets, for which Genmab would ideally have a military style partner for expansive clinical development. We anticipate that this will be further clarified in 2020.
8/11 16:53
af Solsen
Mr Winkel You have pointed out CD20/CD3 and DR5/DR5 as partnering candidates. Are they still in that category and what timeline can we expect.
8/11 16:53
af Jan Van de Winkel
A number of tumors will be presented in Orlando and we certainly think that HexaBody CD38 could well provide an option for treatment of solid cancers.
8/11 16:52
af Jan Van de Winkel
We will present a very impressive preclnical data set at the ASH conference in early December showing that HexaBody CD38 can effectively kill tumors that are not sensitive to Daratumumab...
8/11 16:51
af E L
From what you have seen so far pre-clinical, do you think HexaBody-CD38 could potentially be a better option than Dara in a solid trial?
8/11 16:51
af Jan Van de Winkel
The initial clinical studies will be operationalized by Genmab, and we will have continuous contact with our CD38 partner Janssen.
8/11 16:50
af Jan Van de Winkel
We have publicly stated that we intend to move into the clinic with our exciting HexaBody Cd38 program in 2020...
8/11 16:50
af E L
When do you think you could start the first HexaBody-CD38 trial? Do you intend to do this all alone, or will Janssen already have input from the start?
8/11 16:49
af Jan Van de Winkel
Excitingly, there are six DuoBody programs evaluated in the clinic by JnJ. One of which is already moving into PH II clinical development.
8/11 16:49
af Jan Van de Winkel
The royalty percentage varies from single digits to double digits and is different between the various programs...
8/11 16:48
af E L
Can you tell us already what the potential royalty % is on the DuoBody pragrams with JNJ?
8/11 16:47
af Jan Van de Winkel
We are currently very actively studying biomarkers. One of which is expression of AXL, but also a number of other biomarkers. We get a better and better data set and insight into which patients are optimally responding to Enapotamab Vedotin. Next year we anticipate to present data of a number of expansion cohorts in the current clinical study.
8/11 16:45
af E L
Can you give us your comment on the early Enapotamab vedotin data that was released at the WCLC early September? Do you still think screening for AXL expression could improve results?
8/11 16:45
af Jan Van de Winkel
Janssen is currently evaluating Daratumumab in a number of disease settings outside of MM including blood cancers, NKT cell lymphoma, Amyloidosis, Alzheimers, and this list may well grow in the future.
8/11 16:43
af Bulder
Is dara in RA still an option?
8/11 16:43
af Jan Van de Winkel
Sanofi is still evaliuating Isatuximab in combination with Atezolizumab in a number of solid tumors, so we eagerly await the clinical data from the ongoing study before determining next steps for Dara in potential treatment of solid cancers.
8/11 16:42
af Bulder
What is the future for dara in solid cancers, now that Sanofi has dropped isatuximab in prostate cancer and nsclc?
8/11 16:41
af Jan Van de Winkel
To our knowledge, they do not, but in the end the local healthcare system will dictate the availability of treatment options to patients.
8/11 16:40
af nohope
Does doctors and hospitals in US have an economic incentive to continue using IV Dara instead of sc Dara ?
8/11 16:40
af Jan Van de Winkel
At the end of this year Genmab has an amazing 7 proprietary programs and we are currently anticipating to accelerate one or two of these programs in 2020. On top of that, we intend to bring new programs in to the clinic in 2020 and the challenge will be to make the right decisions on which programs to accelerate and which to terminate or put on the shelves.
8/11 16:39
af Relax
Dear JvW it is good to hear You are full of energy. Can you tell us what the most difficult challenges for Genmab will be for 2020?
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