Genmab — Maj 2017
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Jan referred to a Duobody new on clinicaltrials yesterday, was it this one? https://www.clinicaltrials.gov/ct2/show/NCT03145181?term=Janssen+Research+%26+Development%2C+LLC&lup_s=05%2F08%2F2017&rank=14
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Mit indslag på Play: https://play.borsen.dk/social/591345dc45628ff817203a01
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Hvis vi regner pipelinen og kontantbeholdningen med, så skulle der i mine overslag stadig være lidt plads til stigning pba af de eksisterende godkendelser i MM. Således tror jeg at en pom-dex-godkendelse ville kunne give lidt på kursen. Ellers er der kun at vente på frontline, som indebærer en fordobling af markedet og dermed en potentiel fordobling af kursen. Så jeg er ikke så skeptisk mht kursstigninger senere i år - hvis altså Alcyone data er gode.
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I skal helst sende spørgsmål ind senest kl. 14.
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Min kommentar på Mio-klubben. Ca fem min. inde i udsendelsen. http://www.radio24syv.dk/programmer/millionaerklubben/17080330/millionaerklubben-11-05-2017
Antibody, in Participants With Relapsed or Refractory Multiple Myeloma"
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