Genmab — September 2015
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Ofatumumab i cancer-indikationerne var jo en del af en større deal, så svært at sige udfra dette hvad deres syn på sagen er - udover at de har filet for maintenance. Men ja i AI indikationerne har vi et nyligt bevis på at de vil i sving, men det har desværre lidt lange udsigter
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Enig og vi har patent i USA indtil 2030 så det er jo mange år med gode Cash flow. Det vigtigste var at de fik ændret aftalen så der ingen Ofa omkostninger er til genmab mere
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Nu har vi kun indtægter
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At markedet mener de manipulerer deres regnskaber simpelthen.
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Skal til London den 29 til deres H1 præsentation og møde ledelsen osv. så ser jeg på positionen derfra
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New options for relapsed or refractory CLL patients have been provided by the recently available kinase inhibitors, ibrutinib and idelalisib (Byrd et al, 2013; Furman et al, 2014). However, it is important to note that these agents are not curative and not all patients respond. The risk, rate and reason for relapse are unknown (Woyach et al, 2014). '
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While ofatumumab as standard length monotherapy was inferior to continuous ibrutinib treatment in a recent comparative study (Byrd et al, 2014) and is no longer considered a standard of care comparator for the next generation of phase 3 trials, long-term dosing of ofatumumab may result in prolongation of PFS compared with standard length of therapy (Österborg et al, 2014).
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the results of this study demonstrate that retreatment and maintenance with ofatumumab are feasible and can provide meaningful clinical benefit with an acceptable safety profile for patients with heavily pretreated CLL who had benefited from previous treatment with ofatumumab
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In conclusion, based on our experience, therapy with single agent ofatumumab for
treatment-naïve elderly unfit patients with CLL is feasible, well tolerated, and effective,
obtaining response in 72% of patients. This treatment was safely administered to patients
with severe comorbidities and other cancer diagnoses. -
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Ofa maintenance studiet er publiceret i Lancet Oncology online http://www.thelancet.com/journals/lanonc/article/PIIS1470-2045(15)00143-6/abstract
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Cool! Det vil være fedt om Novartis kan få sendt ansøgningerne afsted, så de kan vise os deres commitment til onkologisiden af ofatumumab
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