Jana [Analyst] for Yaron Werber's questions to Genmab A/S (GMAB) leadership • Q1 2024
Question
Jana, on behalf of Yaron Werber, asked for a breakdown of DARZALEX's market share across different lines of therapy. She also inquired about Genmab's view on the competitive advantages of EPKINLY's subcutaneous administration versus fixed-duration dosing, and whether EPKINLY would also adopt a fixed-duration regimen.
Answer
Chief Operating Officer Anthony Mancini reported that DARZALEX's growth is driven by frontline use, where new patient share reached 53%. Chief Medical Officer Tahamtan Ahmadi described the fixed-duration debate as 'academic,' viewing subcutaneous delivery as a more significant differentiator for patient access. He confirmed that in combination studies, EPKINLY will use a fixed-duration regimen due to higher expected complete response rates.