Asthika Goonewardene's questions to Genmab A/S (GMAB) leadership • Q1 2025
Question
Asthika Goonewardene from Truist inquired about the status of Rina-S development in other tumor types like lung cancer, and asked for Genmab's perspective on a competitor's upcoming ODAC meeting for a similar drug, questioning if EPKINLY might face similar scrutiny.
Answer
CMO Tahamtan Ahmadi clarified that Genmab is actively enrolling a non-small cell lung cancer cohort for Rina-S and that confidence in the drug's potential across various folate receptor alpha expression levels is growing. He declined to speculate on the competitor's ODAC but expressed confidence in EPKINLY's own development path. CDO Judith Klimovsky added that EPKINLY's recent NCCN guideline endorsement is very encouraging.