Q&A Genmab 2020-05-11

	11/5 15:52 af Helge Larsen/PI-redaktør	This session is ended.
	11/5 15:52 af Helge Larsen/PI-redaktør	The same to you.
	11/5 15:50 af Jan Van de Winkel	Stay safe, keep optimistic and remain healthy.
	11/5 15:50 af Jan Van de Winkel	We very much enjoyed the interaction and look forward to chat with you soon..
	11/5 15:50 af Helge Larsen/PI-redaktør	Jan ..Thank You for joining us and thank you for the many fullfilling answers to our questions. We look forward to to seeing you back here on ProInvestor.com after Q2 .
	11/5 15:49 af Jan Van de Winkel	In times of crisis it is important to help society as an important component of the innovation ecosystem.
	11/5 15:49 af Jan Van de Winkel	Finally, one of our robotization and automation expertise has been made available to Dutch Institute to set up large scale screening technology for COVID-19..
	11/5 15:47 af Jan Van de Winkel	Furthermore, our scientists are discussing the potential use of Genmab's next generation AB technologies for making better COVID-19 antibody therapeutics..
	11/5 15:47 af Jan Van de Winkel	We are pleased to see that BMS is testing one of Genmab's created antibodies, HuMax-IL8 in cancer patients that are COVID-19 infected..
	11/5 15:46 af Jan Van de Winkel	A number of our studies are impacted by COVID-19 but overall the effects on Genmab's clinical trials are limited..
	11/5 15:45 af E L	Can you tell us how you are impacted by the Corona-virus crisis? Are you involved in any research or assistance? (For example we saw a New BMS-986253 trial: Anti-Interleukin-8 for Cancer Patients With COVID-19)
	11/5 15:45 af Jan Van de Winkel	It is a bit too early now to already start focusing, but we clearly anticipate to make a good progress in the coming times.
	11/5 15:44 af Jan Van de Winkel	What I explained a number of times is that we would like to focus our future efforts on clear winners. At present there are a number of potential winners in our pipeline that we are highly excited about..
	11/5 15:43 af Sukkeralf	Jan you have said a few time that with Genmabs size you will be able to hold on to the rights of two products (at the moment this looks like tisotumab vedotin and epcoritamab) - what about the rest of the pipeline?
	11/5 15:42 af Jan Van de Winkel	Genmab owns 25% of this antibody and has the right to potentially increase ownership based on the clinical data. We currently await further data from ADC Therapeuctics with this exciting compound.
	11/5 15:41 af Solsen	Mr Winkel. Genmab own 25% of Camidanlumab. Could you sheet some light on how Genmab will be involved in the work with that drug in future.
	11/5 15:41 af Jan Van de Winkel	More to come from Genmab in the coming time!
	11/5 15:40 af Jan Van de Winkel	Together with CureVac we have already generated very strong preclinical proof of concept in this area and can't wait to test some of the innovative concepts in the clinic..
	11/5 15:40 af Jan Van de Winkel	Our partnership with CureVac is build around the potential to use mRNA technology for delivery of Antibody Therapeutics..
	11/5 15:39 af peter12	It’s interesting to read how mRNA technology can be used for production of CV19 vaccine in the body. Could the same technology be used for production of CD38 in the patients own body ?
	11/5 15:39 af Jan Van de Winkel	We have already tested multiple combinations with small molecule inhibitors in the labs and are eager to test some of these in the clinic. Ideally this will happen with a very strong partner and with multiple combinations in parallel. Exciting times!
	11/5 15:37 af Solsen	Mr Winkel. In the Q&A after earnings you mentioned Epcoritamab as a potential good drug in combi with a small molecule drug. Could you be more precise. Ibrutinib or what are you thinking.
	11/5 15:37 af Jan Van de Winkel	As I explained, the top focus is on finding the right partner for epcoritamab.
	11/5 15:36 af Solsen	Mr Winkel. Could the upcoming partnerdeal be a multi drug deal. Not only Epcoritamab ?

	11/5 15:36 af Jan Van de Winkel	Genmab is confident to be able to enter into a productive partnership to maximise the potential of epcoritamab to make a fundamental difference for the treatment of blood cancers.
	11/5 15:35 af Jan Van de Winkel	As I already explained last week, there is massive enthusiasm from very good companies to partner epcoritamab..
	11/5 15:34 af bibob	Mr Winkel. Your deal with J&J has been very good so far. But to make a deal on 50/50 basic ( as you have maked it up to ) must be very hard to convince BP to do. Unless the results from trials are overwhelming. ?
	11/5 15:33 af Jan Van de Winkel	The top priority is to find the right partner to accelerate and maximise the potential of epcoritamab.
	11/5 15:32 af Sukkeralf	The epcoritamab deal is getting close - is it a one drug deal or could it still be a broader deal with e.g DuoHexaCD37 or other candidates that cover the same indications?
	11/5 15:32 af Jan Van de Winkel	as it relates to CureVac, we have started the collaboration in a positive manner, but it is still early stages. We hope to update you all in the future on progress.
	11/5 15:31 af Jan Van de Winkel	Definitely more to come in the future..
	11/5 15:31 af Jan Van de Winkel	The partnership with BioNTech is progressing very well and we are certainly working on a number of exciting programs..
	11/5 15:30 af Sukkeralf	Jan just over a year ago you said on the PI Q&A that "there is more to come..." regarding the BioNTech collaboration besides the two 4-1BB BsAbs. Are there still more to come (or will that be with CureVac instead)?
	11/5 15:30 af Jan Van de Winkel	The partnership with Immatics is progressing well. We have not yet decided when we will detail data on the active projects.
	11/5 15:29 af Sukkeralf	Could you elaborate on your collaboration with Immatics and when will we see some preclinical data (maybe at the R&D day in november)?
	11/5 15:29 af Jan Van de Winkel	At this moment we are still awaiting data on the ongoing phase 3, so it is too early to speculate on sales.
	11/5 15:28 af GeorgeBest	When do you think there could come Darzalex sales in High Risk Smoldering Myeloma, if approved?
	11/5 15:27 af Jan Van de Winkel	At this point we have not seen data from ANDROMEDA.
	11/5 15:27 af GeorgeBest	Is there a change to see Andromeda presented at ASCO as a late breaker?
	11/5 15:26 af Jan Van de Winkel	DuoHexaBody-CD37 is a highly potent antibody for treatment of B Cell cancers as based on the preclinical work. We first need to show safety of this antibody therapeutic before we cansay more on the potential of this product candidate.
	11/5 15:24 af E L	Last month we saw the start of a DuoHexaBody-CD37 trial for B-cell NHL, at the same time it was featured in a prominent article in Blood Cancer Journal. Could you say something about the potential you see for this new antibody?
	11/5 15:24 af Jan Van de Winkel	We currently estimate that the Roche lead programme may still be arriving at the market before epcoritamab. We are working very hard to minimize the distance between the two market introductions.
	11/5 15:23 af GeorgeBest	Now that Roche have put their cd3/cd20 on hold, is there then a change that Epcoritamab not only will be "best in class" but also "first in class"?
	11/5 15:23 af Jan Van de Winkel	Clearly epcoritmab is optimally positioned for treatment of blood cancers and that will be the first focus of us and a potential partner for this super exciting program.
	11/5 15:22 af GeorgeBest	Where do you see the biggist potential for Epcoritamab. Blood cancer or solid tumors?
	11/5 15:21 af Jan Van de Winkel	We are aware of holds on some of the large phase 3 studies by Roche and think that this is related to complications with recruitment in the COVID-19 era, we have no other information on Roche's motivation to stop recruitment.
	11/5 15:20 af GeorgeBest	Do you know why Roche put their cd3/cd20 on hold? Corona virus or toxicity proble ms?
	11/5 15:20 af Jan Van de Winkel	We are still in the process of optimizing dosing and dose frequency with HexaBody DR5/DR5 and hope to be able to present clinical data in the 2nd half of 2020.
	11/5 15:19 af GeorgeBest	Have there been any new issues with liver toxicity in patients treated with HexaBody-DR5/DR5 since the clinical hold was liftet last year?
	11/5 15:19 af Jan Van de Winkel	It will be up to Janssen to decide whether they want to develop a SC formulation of amivantamab.