Multiple Myeloma KOL Key Takeaways Key Takeaways from the Expert Call on Multiple Myeloma for GSK, Astra, and Genmab

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Multiple Myeloma KOL Key Takeaways Key Takeaways from the Expert Call on Multiple Myeloma for GSK, Astra, and Genmab

J P M O R G A N Europe Equity Research

28 May 2026

Multiple Myeloma KOL Key

Takeaways

Key Takeaways from the Expert Call on Multiple

Myeloma for GSK, Astra, and Genmab

Last week, we hosted a call with Dr. William Matsui (WM) from the Dell Medical European Pharmaceuticals &

School at UT Austin (transcript available on request). We discussed his views on Biotechnology

the evolving multiple myeloma treatment landscape, including for GSK’s Blenrep, Zain Ebrahim AC

where he remains cautious on uptake relative to other agents given ocular toxicity (44-20) 3493-1163

concerns, with the Tecvayli + Darzalex MajesTEC-3 regimen expected to become zain.ebrahim@jpmorgan.com

the standard of care in the community setting as he expects community oncologists J.P. Morgan Securities plc

to become increasingly comfortable with management of the toxicities associated Richard Vosser AC

with bispecifics including infection risk through use of IVIg and CRS. On (44-20) 7742-6652

richard.vosser@jpmorgan.com

AstraZeneca’s CD19xBCMA CAR-T, he is encouraged by the early data presented J.P. Morgan Securities plc

at ASH and sees a compelling scientific rationale for a dual-targeting CAR-T Sophia Graeff Buhl Nielsen

though anticipates further efficacy data is required to assess positioning relative to (44-20) 7742-3918

Carvykti and anito-cel. sophia.graeffbuhlnielsen@jpmorgan.com

J.P. Morgan Securities plc

• Ocular toxicity concerns remain a significant barrier to adoption of Dhitee Goel

Blenrep in 3L+ MM. Dr. Matsui added that he has not prescribed Blenrep (44-20) 7742-2591

since it was withdrawn from the market in November 2022 due to concerns dhitee.goel@jpmorgan.com