Rooted in Science, Inspired by Patients
Investor Presentation
May 2024
Forward looking statement
This presentation contains forward looking statements. The words "believe", "expect", "anticipate", "intend" and "plan" and similar expressions identify forward looking statements. All statements other than statements of historical facts included in this presentation, including, without limitation, those regarding our financial position, business strategy, plans and objectives of management for future operations (including development plans and objectives relating
to our products), are forward looking statements. Such forward looking statements involve known and unknown risks, uncertainties and other factors which may cause our actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by such forward looking statements. Such forward looking statements are based on numerous assumptions regarding our present and future business strategies and the environment in which we will operate in the future. The important factors that could cause our actual results, performance or achievements to differ materially from those in the forward looking statements include, among others, risks associated with product discovery and
development, uncertainties related to the outcome of clinical trials, slower than expected rates of patient recruitment, unforeseen safety issues resulting from the administration of our products in patients, uncertainties related to product manufacturing, the lack of market acceptance of our products, our inability to manage growth, the competitive environment in relation to our business area and markets, our inability to attract and retain suitably qualified personnel, the unenforceability or lack of protection of our patents and proprietary rights, our relationships with affiliated entities, changes and developments in technology which may render our products obsolete, and other factors. Further, certain forward looking statements are based upon assumptions of future events which may not prove to be accurate. The forward looking statements in this document speak only as at the date of this presentation. Genmab does not undertake any obligation to update or revise forward looking statements in this presentation nor to confirm such statements to reflect subsequent events or circumstances after the date made or in relation to actual results, unless required by law.
© Genmab 2024 | 2 |
For Investor audience only. Not for public information or use. Not for promotional use.
Towards 2030:
Evolving Into a Fully
Integrated Biotech
Innovation Powerhouse
Core Purpose
Our unstoppable team will improve the lives of patients through innovative and differentiated antibody therapeutics.
Our Strategy
- Focus on core competence
- Turn science into medicine
- Build a profitable & successful biotech
Vision
By 2030, our KYSO® antibody medicines are fundamentally transforming the lives of people with cancer and other serious diseases.
© Genmab 2024 | 3 |
For Investor audience only. Not for public information or use. Not for promotional use.
Solid Track Record and
Financial Foundation
Fuel Our Growth
- Over 40 cumulative INDs since 1999
- Innovative clinical pipeline: 10 Genmab owned ≥50%
- 8 approved medicines based on Genmab's innovation and antibody expertise
-
Two approved medicines:
Tivdak® (tisotumab vedotin-tftv) and EPKINLY®/TEPKINLY® (epcoritamab)
- Growing recurring revenue
- Sustainably profitable with cash position of ~USD 4.2B
- Investing in our capabilities
- Experienced, international leadership team
© Genmab 2024 | 4 |
Tivdak is being co-developed and co-promoted by Genmab and Pfizer. EPKINLY is being co-developed and co-promoted by Genmab and AbbVie
For Investor audience only. Not for public information or use. Not for promotional use.
The Genmab Model
Deep insight into antibody biology & disease targets
Match in-house expertise with strategic collaborations & partnerships
Proprietary technologies enable us to build a world-class pipeline
Strong pipeline of potential 1st-in-class /best-in-class products
© Genmab 2024 | 5 |
For Investor audience only. Not for public information or use. Not for promotional use.
Innovative Clinical Pipeline: Genmab Proprietary* and Partnered Products - Most Advanced Development Phase
Early Clinical | Phase 2 | Phase 3 | Approved‡ |
Development |
GEN1053 (HexaBody®-CD27, BNT313)1 | Acasunlimab (GEN1046/BNT311, DuoBody- | Epcoritamab (EPKINLY)3 | |
Genmab | GEN1059 (DuoBody®-EpCAMx4-1BB, | PD-L1x4-1BB)1 | Tisotumab vedotin (Tivdak)4 |
owned | BNT314) 1 | GEN1042 (DuoBody-CD40x4-1BB, BNT312)1 | |
products | GEN1056 (BNT322)1 | GEN3014 (HexaBody-CD38)2 | |
≥50% | GEN3017 (DuoBody-CD3xCD30) | GEN1047 (DuoBody-CD3xB7H4) | |
≥Ph 2 | Additional early-stage | Ordesekimab5 | Inclacumab8 | Daratumumab (DARZALEX®)7 |
Products | programs in | 6 | Mim89 | Amivantamab (RYBREVANT®)7 |
owned by 3rd | ||||
development | Lu AF82422 | |||
party, created | Teclistamab (TECVAYLI®)7 | |||
by Genmab or | Talquetamab (TALVEY )7 | |||
incorporating | Ofatumumab (Kesimpta®)10 | |||
Genmab's | ||||
Teprotumumab (TEPEZZA®)11 | ||||
innovation |
*Products where Genmab has ownership of at least 50%
‡See local prescribing information for full indications / safety information
1Co-development with BioNTech; 2Genmab is developing HexaBody-CD38 in an exclusive worldwide license and option agreement with Janssen; 3Co-development with AbbVie; 4Co-development with; Seagen (Pfizer) 5Development by Sanofi;
6Development by Lundbeck; 7Development and/or discovery by Janssen; 8Development by Pfizer (Global Blood Therapeutics); 9Development by Novo Nordisk; 10Development by Novartis; 11Development by Amgen
© Genmab 2024 | 6 |
For Investor audience only. Not for public information or use. Not for promotional use.
Power of Discovery and Drug Development Engine
>40
Cumulative
INDs
Approved Products
In Current Clinical
Development
Over 20 in Current Clinical Development or Approved
8 Approved 2 Phase 3
6 Phase 2
1 Phase 1/2
4 Phase 1
8 Product
Approvals
Entered Clinical | Entered Phase 3 / | Approved |
Development | Registrational | |
8 | 8 | 8 |
102
2024 Revenue Guidance:
$2.8bn -$3.0bn
End-Market:$17.5bn*
Genmab Proprietary Pipeline
From 2 in
development in 2017 to 2 approved and
10 in development
Genmab cumulative investments 2017 to 2023 is ~$5bn** of which ~75% in R&D
by 2024
© Genmab 2024 | 7 |
*Company Collected Consensus pre 4Q 2023 | For Investor audience only. Not for public information or use. Not for promotional use. |
**Sum of operating expenses 2017 to 2023 converted at USD/DKK 6.8 |
World-class R&D Engine
Innovative Technologies Powering Our Pipeline
DuoBody technology
Mix/Other, 29%
HexaBody technology
DuoBody, 47%
DuoHexaBody® technology
HexElect ® technology
HexaBody, 24%
DuoBody | HexaBody | Mix/Other |
© Genmab 2024 | 8 |
For Investor audience only. Not for public information or use. Not for promotional use.
EPKINLY/TEPKINLY (epcoritamab)
Approved in the U.S., Europe and Japan
Approved in U.S., Europe, Japan and other territories1
- First bispecific antibody in U.S. to treat adults with R/R DLBCL1
- First and only SC bispecific antibody in Europe to treat adults with R/R DLBCL1
- First and only bispecific antibody in Japan to treat adults with certain types of R/R LBCL1
Bispecific antibody delivered as off the shelf, rapid, SC injection, studied in B- NHL2,3
Mechanism of Action
1. See local prescribing information for full indication and safety information. U.S. FDA accelerated approval; continued approval may be contingent on verification and confirmation of clinical benefit in a confirmatory trial(s). 2. Engelberts PJ, et al. EBioMedicine. 2020;52:102625. 3. van der Horst HJ, et al. Blood Cancer J. 2021;11:38. TCR, T-cell receptor.
© Genmab 2024 | 9 |
For Investor audience only. Not for public information or use. Not for promotional use.
Broad & Comprehensive Epcoritamab Development Plan
B-NHL Type | Intervention | Most Advanced Phase | |||
Front-line | |||||
DLBCL | Epcoritamab + R-CHOP | Phase 3 | |||
Anthracycline ineligible elderly patients | Epcoritamab +/- lenalidomide | Phase 2 | |||
Epcoritamab + pola-R-CHP | Phase 1b/2 | ||||
FL | Epcoritamab + R2 | Phase 3 | |||
Epcoritamab + BR | Phase 1b/2 | ||||
Relapsed or refractory | |||||
DLBCL | ASCT ineligible patients | Epcoritamab + lenalidomide | Phase 3 | ||
Epcoritamab vs SOC | Phase 3 | ||||
Epcoritamab + lenalidomide | Phase 1b/2 | ||||
Epcoritamab + lenalidomide + ibrutinib | Phase 1b/2 | ||||
ASCT eligible patients | Epcoritamab + R-DHAX/C | Phase 1b/2 | |||
ASCT eligible patients | Epcoritamab + R-ICE | Phase 1b/2 | |||
ASCT eligible patients | Epcoritamab + Salvage | Phase 3 | |||
Epcoritamab + GemOx | Phase 1b/2 | ||||
FL | Epcoritamab + R2 | Phase 3 | |||
Epcoritamab + lenalidomide | Phase 1b/2 | ||||
DLBCL & FL | Outpatient | Epcoritamab monotherapy | Phase 2 | ||
B-NHL | DLBCL, FL, MCL | Epcoritamab monotherapy | Phase 2 | ||
Japanese patients | Epcoritamab monotherapy | Phase 1/2 | |||
Pediatric patients | Epcoritamab monotherapy | Phase 1 | |||
Chinese patients | Epcoritamab monotherapy and + SOC | Phase 1 | |||
CLL | CLL | Epcoritamab + venetoclax | Phase 2* | ||
Chemo-ineligible frontline & R/R Richter's Syndrome | Epcoritamab monotherapy | Phase 1b/2 | |||
Chemo-eligible frontline & R/R Richter's Syndrome | Epcoritamab + R-CHOP | Phase 1b/2 | |||
Chemo-ineligible Richter's Syndrome | Epcoritamab + lenalidomide | Phase 1b/2 | |||
Epcoritamab monotherapy | Phase 1b/2 | ||||
Double-exposed CLL | |||||
Epcoritamab + venetoclax | Phase 1b/2 | ||||
CLL |
B-NHL:B-cellNon-Hodgkin Lymphoma; BR: bendamustine + rituximab; DLBCL: diffuse large B-cell lymphoma; FL: follicular lymphoma; MCL: mantle cell lymphoma; SOC: standard of care; R2 = Revlimid + rituximab: pola-R-CHP: polatuzumab vedotin, rituximab, cyclophosphamide, HCL, prednisone; R-ICE = rituximab, ifosfamide, carboplatin, and etoposide phosphate
*Trial sponsored by Stichting Hemato-Oncologie voor Volwassenen Nederland (HOVON)
For Investor audience only. Not for public information or use. Not for promotional use.
Attachments
- Original Link
- Original Document
- Permalink
Disclaimer
Genmab A/S published this content on 02 May 2024 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 02 May 2024 20:35:15 UTC.