epcoritamab,glofitamab
roche,genmab,abbvie
['nhl', 'epcore,nhl,3', 'glofitamab', 'epcore,nhl,2', 'epcoritamab', 'roche,(-broche),(-rocheter)', 'abbvie']
genmab-jpmorgan overweight. epcore nhl-1 released as late breaker at eha '22. epcoritamab cr rate 39% in r/r lbcl (similar to roche's glofitamab), w/ 89% of crs ongoing at 9 months. ultimately, jpm sees epcoritamab generating $4.2b peak sales, to be split w/ partner abbvie.
Biotech investor, biopharma IP attorney.