Genmab — April 2014
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Dr. Orlowski: Sure. The phase two, by the way, in the current cohort that’s open, it has about 60 slots and you may know that daratumumab has a designation from the Food and Drug Administration as a breakthrough therapy because of the very encouraging data. In the old days, that used to be fast track status. That means that the FDA is very excited about the data and they will review it very quickly when available for a possible approval.
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8512 det er umuligt at sige. Nogle analytikere mener salget vil ligge flast omkring 100-200 mio. $ årligt mens andre mener det vil blive blockbuster dvs. +1 mia. $ årligt. så det er meget usikkert hvad det ender med for ofatumumab
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De er irellevante. Ingen af de ovennævnte har nogen track rekord.
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PAA og FF gætter bare i vildsky.. PAA har ramt forkert tonsvis af gange. men han er også journalist ikke analytiker og FF kan man kun grine af. Prøv at se hvordan han hypede neurosearch dengang kursen var i +400 og Exiqon i +50
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jo men genmabs potentiale er enormt. Ligemeget om kursen falder til 150. bare hold fast så skal man nok få gevinsten
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jvf business.dk i dag kommer der ikke en opjustering af FYE fra GEN på baggrund af godkendelsen.
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det ser også ud til at Medwatch skriver en hel del i dag
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Ja - den take up som inv89 postede på Gazyva, var ikke imponerende. Var det chf 8 mio Roche havde omsat for i Q1? Nu skal behandlingerne lige løbes igang og onkologerne vil nok også lige se deres egne erfaringer an, inden de springer på - men det er ikke en imponerende omsætning
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http://www.nature.com/nbt/journal/v28/n2/pdf/nbt0210-105.pdf forhåbentlig ikke sådan at de dækker over rtx (er der en der har adgang)
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