Genmab — Oktober 2016
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En interessant sjov detalje (én blandt flere) fra Nordea/Novod i dag:Some of the key
points
from the Celgene call Q3
were:
1.
It was quite interesting to hear Celgene management talk about their growth opportunities and Darzalex, they
more talk Darzalex like it was their own drug and not JnJ
’s. A lot of Darzalex questions, comments and
discussion during the call -
Tak Henry.
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Tak for link, Royal. Med off label bør vi få en opjustering - jeg synes dog ikke salgsmilestone har været så store ? Det undrer mig en smule, hvis godkendelse for 2. linie ikke er højere ? Men kommer den må Dara som backbone være uundgåelig, hvilket bør tricke flere fonde til at gå ind pga derisk i casen ?
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Fra Celgene cc: The REVLIMID-daratumumab data is actually really intriguing because 40 to 50 months of progression-free survival in relapsed/refractory myeloma is absolutely intriguing. It's not going to have an impact on the overall treatment sequence in pomalidomide yet likely. But I think it's going to be in a way that, especially in the U.S., REVLIMID-daratumumab is going to be quickly taken up to first-line usage, as it is such a great regimen.
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God morgen og tak Bulder. Det er overbevisende stof.
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