Yaron Werber's questions to Genmab A/S (GMAB) leadership • Q1 2025
Question
An analyst on behalf of Yaron Werber of TD Cowen asked about the efficacy bar for Rina-S in endometrial cancer given the shifting treatment paradigm, and also requested details on the timing and success criteria for the next acasunlimab data update.
Answer
CMO Tahamtan Ahmadi addressed Rina-S, noting that while historical second-line response rates are low (10-15%), Genmab is confident the forthcoming data will demonstrate a best-in-class efficacy and durability profile. CDO Judith Klimovsky stated the acasunlimab update is planned for H2 2025 to allow for meaningful follow-up on the overall survival endpoint, where the bar to beat is the comparator's 11-month median.