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    Vikram Purohit • Morgan Stanley

    Vikram Purohit's questions to Genmab A/S (GMAB) leadership

    Vikram Purohit's questions to Genmab A/S (GMAB) leadership • Q1 2025

    Question

    Vikram Purohit from Morgan Stanley asked for an update on Genmab's efforts in immunology, including the argenx partnership and the potential for EPKINLY in I&I. He also asked about the decision criteria for advancing the GEN1042 program.

    Answer

    CEO Jan van de Winkel confirmed that while oncology remains over 80% of the focus, the company is excited about its preclinical I&I pipeline and is actively discussing plans for EPKINLY in I&I with its partner, AbbVie. For GEN1042, he stated that a go/no-go decision will be made in H2 2025 after assessing more duration of response data to ensure competitiveness in the evolving head and neck cancer landscape.

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    Vikram Purohit's questions to Schrodinger Inc (SDGR) leadership

    Vikram Purohit's questions to Schrodinger Inc (SDGR) leadership • Q3 2024

    Question

    Vikram Purohit of Morgan Stanley, represented by Gospel, requested details on the expected MALT1 data release, including the definition of success and the clinical hurdle for the readout.

    Answer

    Karen Akinsanya, President of R&D and Therapeutics, reiterated that initial data for the SGR-1505 MALT1 inhibitor is expected in 2025. The update will cover safety, PK/PD, and early efficacy from the Phase I dose-escalation study. Success will be defined by the molecule's drug properties and evidence of activity in relapsed/refractory B-cell malignancy patients, though the study is not powered for a full efficacy analysis.

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