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Genmab — August 2015

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • J Offline
    J Offline
    JKY_VH
    wrote on sidst redigeret af
    #1366

    ja, små selskaber til en HØJ pris.

    1 Reply Last reply
    0
    • SolsenS Offline
      SolsenS Offline
      Solsen
      wrote on sidst redigeret af
      #1367

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

      1 Reply Last reply
      0
      • royalR Offline
        royalR Offline
        royal
        wrote on sidst redigeret af
        #1368

        Max. 8 dage til FDA. Spændende uge venter.

        1 Reply Last reply
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        • J Offline
          J Offline
          JKY_VH
          wrote on sidst redigeret af
          #1369

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

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          0
          • J Offline
            J Offline
            JKY_VH
            wrote on sidst redigeret af
            #1370

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

            1 Reply Last reply
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            • royalR Offline
              royalR Offline
              royal
              wrote on sidst redigeret af
              #1371

              de skal først acceptere ansøgningen.

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              0
              • BulderB Offline
                BulderB Offline
                Bulder
                wrote on sidst redigeret af
                #1372

                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.

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                0
                • J Offline
                  J Offline
                  JKY_VH
                  wrote on sidst redigeret af
                  #1373

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

                  1 Reply Last reply
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                  • BudweisB Offline
                    BudweisB Offline
                    Budweis
                    wrote on sidst redigeret af
                    #1374

                    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?

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                    • J Offline
                      J Offline
                      Jedi
                      wrote on sidst redigeret af
                      #1375

                      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

                      1 Reply Last reply
                      0
                      • G Offline
                        G Offline
                        gentogen
                        wrote on sidst redigeret af
                        #1376

                        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

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                        0
                        • G Offline
                          G Offline
                          gentogen
                          wrote on sidst redigeret af
                          #1377

                          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

                          1 Reply Last reply
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                          • G Offline
                            G Offline
                            gentogen
                            wrote on sidst redigeret af
                            #1378

                            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.

                            1 Reply Last reply
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                            • G Offline
                              G Offline
                              gentogen
                              wrote on sidst redigeret af
                              #1379

                              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

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                              0
                              • G Offline
                                G Offline
                                gentogen
                                wrote on sidst redigeret af
                                #1380

                                osv

                                1 Reply Last reply
                                0
                                • G Offline
                                  G Offline
                                  gentogen
                                  wrote on sidst redigeret af
                                  #1381

                                  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

                                  1 Reply Last reply
                                  0
                                  • bongobobB Offline
                                    bongobobB Offline
                                    bongobob
                                    wrote on sidst redigeret af
                                    #1382

                                    Tak for det gentogen, interessant læsning. Det ligner en god åbning på ugen, 610 lige nu. Vi burde også høre fra FDA snart

                                    1 Reply Last reply
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                                    • J Offline
                                      J Offline
                                      JKY_VH
                                      wrote on sidst redigeret af
                                      #1383

                                      610 blev der ikke noget af, men mon ikke FDA meget snart sparker den meget højere op?

                                      1 Reply Last reply
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                                      • bongobobB Offline
                                        bongobobB Offline
                                        bongobob
                                        wrote on sidst redigeret af
                                        #1384

                                        Næ, blev snydt. Det er da nyt at den falder med de anonyme på købersiden

                                        1 Reply Last reply
                                        0
                                        • J Offline
                                          J Offline
                                          JKY_VH
                                          wrote on sidst redigeret af
                                          #1385

                                          ja, og det ser også ud til at den stiger nu.

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                                          0

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