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Genmab — August 2016

Planlagt Fastgjort Låst Flyttet Genmab
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  • royalR Offline
    royalR Offline
    royal
    wrote on sidst redigeret af
    #1841

    Not even the sky is the limit, hvis Dara virker udenfor MM: http://m.cancer.org/acs/groups/content/@editorial/documents/document/acspc-044552.pdf

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    • royalR Offline
      royalR Offline
      royal
      wrote on sidst redigeret af
      #1842

      Ca. 26000 nye tilfælde af MM ud af over 1600000 nye kræfttilfælde. Så hvis bare Dara virker på en meget lille del.

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      • G Offline
        G Offline
        gentogen
        wrote on sidst redigeret af
        #1843

        Angående MM alene man jo også genlæse slide 24 http://files.shareholder.com/downloads/AMDA-KPIBN/2675383671x0x887370/9A09FC37-3E04-4E14-8D51-9DB3CF0714BC/Investor_Presentation_public_appendix__7April.pdf

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        • J Offline
          J Offline
          jkj
          wrote on sidst redigeret af
          #1844

          Lad os håbe at det er et positivt tegn, at det lige netop er nordea der er største netto køber her dagen før salgstal.

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          • royalR Offline
            royalR Offline
            royal
            wrote on sidst redigeret af
            #1845

            Registrering for Europa indsendt

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            • Legolas23L Offline
              Legolas23L Offline
              Legolas23
              wrote on sidst redigeret af
              #1846
              1. linie ?
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              0
              • Legolas23L Offline
                Legolas23L Offline
                Legolas23
                wrote on sidst redigeret af
                #1847

                Det må det næsten være - kursen reagerer endnu ikke, men PI plejer jo at være før alle andre 😄

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                • S Offline
                  S Offline
                  Sukkeralf
                  wrote on sidst redigeret af
                  #1848

                  10 millioner dollar - man begynder at se et mønster mellem USA og EU. 3:2 🙂

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                  • O Offline
                    O Offline
                    OHW
                    wrote on sidst redigeret af
                    #1849

                    Rundsent via mail, så "alle" må have fået den melding..

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                    • Legolas23L Offline
                      Legolas23L Offline
                      Legolas23
                      wrote on sidst redigeret af
                      #1850

                      Ja, - milepæl på 10 mill USD

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                      0
                      • O Offline
                        O Offline
                        OHW
                        wrote on sidst redigeret af
                        #1851

                        10 mio USD i mile, forventet og indregnet i 2016 resultat.

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                        0
                        • S Offline
                          S Offline
                          Sukkeralf
                          wrote on sidst redigeret af
                          #1852

                          Det er jo forventet så tror ikke den stiger alverden på det, men ganske hurtigt de får smidt begge registreringsansøgninger afsted.

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                          • S Offline
                            S Offline
                            Sukkeralf
                            wrote on sidst redigeret af
                            #1853

                            Så må vi se hvad EMA siger til Pollux data 🙂

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                            • Legolas23L Offline
                              Legolas23L Offline
                              Legolas23
                              wrote on sidst redigeret af
                              #1854

                              Er der nogen der kender patientgrundlaget i 2. linie i Europa ?

                              1 Reply Last reply
                              0
                              • S Offline
                                S Offline
                                Sukkeralf
                                wrote on sidst redigeret af
                                #1855

                                ikke Pollux men Pomalyst data !!!

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                                • royalR Offline
                                  royalR Offline
                                  royal
                                  wrote on sidst redigeret af
                                  #1856

                                  MM Europa http://eco.iarc.fr/eucan/Cancer.aspx?Cancer=39

                                  1 Reply Last reply
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                                  • S Offline
                                    S Offline
                                    Sukkeralf
                                    wrote on sidst redigeret af
                                    #1857

                                    Fra Q&A: We currently work with models for the US plus the five largest countries in the EU estimating the fourth line market to be roughly 20,000 patients, the second and third line market is estimated to be around 45,000 patients (these are the populations targetted in POLLUX and CASTOR)..

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                                    • Legolas23L Offline
                                      Legolas23L Offline
                                      Legolas23
                                      wrote on sidst redigeret af
                                      #1858

                                      Takker

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                                      • S Offline
                                        S Offline
                                        Sukkeralf
                                        wrote on sidst redigeret af
                                        #1859

                                        Så groft sagt måske en omsætning på 1 milliard dollar i fjerde line, 2 milliarder dollars i 2/3 linie og 2 milliarder i 1 linie (plus maintenance og smoldering) = 5 millarder dollars

                                        1 Reply Last reply
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                                        • J Offline
                                          J Offline
                                          jkj
                                          wrote on sidst redigeret af
                                          #1860

                                          Det var en hurtigt ansøgning til EMA, iforhold til hvad vi så for Dara i mono 🙂

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                                          0

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