Biotech Values

[mcbio]

ONXX: Carfilzomib/(Genmab)

I wonder if these newfound questions with respect to carfilzomib are an incremental positive for Genmab and it's wholly-owned MM MAB, daratumumab, which targets CD38. Incremental positive in the sense that daratumumab has an entirely different MoA and may not share the same cardiac risks seen in carfilzomib's class of drugs. Obviously, it's early stage and needs more data. But, I think the data presented at ASCO on daratumumab was interesting (http://abstract.asco.org/AbstView_114_96350.html ).