Genmab — August 2015

[Solsen]

Rygter i markedet om at GILD skulle være interesseret i at købe BMY. En stor mundfuld for GILD. Mon ikke $20 bn for et lille dansk ville være bedre

[Helge_LarsenPI-redaktør]

Det skulle man da mene.

[royal]

Tirrel shared with the viewers the list of companies that are most discussed as takeover targets on the Wall Street for Gilead Sciences, Inc.. This list includes Bristol-Myers Squibb Co (NYSE: BMY), Vertex Pharmaceuticals Incorporated(NASDAQ: VRTX), Intercept Pharmaceuticals Inc (NASDAQ: ICPT) and Celgene Corporation(NASDAQ: CELG). She added that some other smaller companies could find its place on the list.

[Helge_LarsenPI-redaktør]

De sidste linjer er de bedste.

[JKY_VH]

ja, små selskaber til en HØJ pris.

[Solsen]

I skal ikke være bange for et bud i 800 kr. Winkel har helt styr på, hvor værdifuld Genmab er.

[royal]

Max. 8 dage til FDA. Spændende uge venter.

[JKY_VH]

Ja heldigvis Solsen. 800 kr. matcher ikke engang Novods fairvalue her og nu.

[JKY_VH]

Godkendelsen af Dara vil vel også udløse en opjustering af årets resultat, eller hvad?

[royal]

de skal først acceptere ansøgningen.

[Bulder]

Jeg hørte Winkel sige i børsen-interwievet, at han forventer afgørelse i begyndelsen af næste år, hvis ikke tidligere, hvis FDA speeder processen op. Så hvis der bevilges PRD en af dagene får vi vel en afgørelse inden nytår, og så kan milepælen jo godt komme med i 15-regnskabet.

[JKY_VH]

glimrende, det vil alt sammen bidrage til den gode fortælling om genmab.

[Budweis]

Solsen - jeg syntes ikke der er meget spor af rygter vedr et Gilead opkøb af BMY. Er det ikke mere ren spekulation fra nogle mindre aktører?

[Jedi]

Gilead BMY opkøbsrygtet har været nævnt flere gange, fx her (bemærk ca 1 år gammelt) http://seekingalpha.com/article/2457025-gilead-lets-make-a-deal men jeg har ikke set noget mere konkret end dette

[gentogen]

I forbindelse med den seneste artikel i New England Journal of Medicine har tidsskriftet selv tilføjet er "editorial" kommentar om Daratumumab. De er ganske positive.http://www.nejm.org/doi/full/10.1056/NEJMe1509419

[gentogen]

79% of the patients had disease that was refractory to their most recent therapy, including proteasome inhibitors and immunomodulators. The majority of patients (76%) had also undergone autologous stem-cell transplantation. In the cohort that was treated with daratumumab at a dose of 16 mg per kilogram of body weight, the overall response rate was 36%, including two patients with a complete response and two with a very good partial response

[gentogen]

it is reassuring to know that we have yet one more treatment option that will contribute in an important way to improvement in outcomes in patients with myeloma.

[gentogen]

The single-agent activity of daratumumab, including complete responses, in this patient population is surprising and very encouraging. These results are probably due to its pleiotropic mechanisms of action against myeloma

[gentogen]

osv

[gentogen]

PS: The complete responses in the two patients in the cohort that received 16 mg per kilogram were confirmed with the use of a daratumumab interference reflex assay