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Genmab — Juni 2017

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • F Offline
    F Offline
    flottenschmecker
    wrote on sidst redigeret af
    #938

    Der har været noget stille på analytikerfronten siden asco. Mon de venter på pdufa?

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    • royalR Offline
      royalR Offline
      royal
      wrote on sidst redigeret af
      #939

      Måske vi ikke skal koge over i begejstring. Det var "kun" Standard Review.

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      • B Offline
        B Offline
        bibob
        wrote on sidst redigeret af
        #940

        Indtil videre godt nok til mig. 😄

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        • J Offline
          J Offline
          JohnW
          wrote on sidst redigeret af
          #941

          Skal denne pdufa stadig komme senest d. 17/6 ?

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          0
          • F Offline
            F Offline
            flottenschmecker
            wrote on sidst redigeret af
            #942

            jep - formentlig indenfor de næste 3 amerikanske arbejdsdage

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            • royalR Offline
              royalR Offline
              royal
              wrote on sidst redigeret af
              #943

              In addition, the FDA has granted a Standard Review period for the use of daratumumab in combination with pomalidomide and dexamethasone for the treatment of patients with relapsed or refractory multiple myeloma who have received at least two prior therapies, with a proteasome inhibitor and an immunomodulatory agent. The PDUFA date for the combination of daratumumab with pomalidomide/dexamethasone is June 17, 2017.

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              • J Offline
                J Offline
                JohnW
                wrote on sidst redigeret af
                #944

                Spændende!

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                • J Offline
                  J Offline
                  JKY_VH
                  wrote on sidst redigeret af
                  #945

                  bestemt:-)

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                  • royalR Offline
                    royalR Offline
                    royal
                    wrote on sidst redigeret af
                    #946

                    Til os der ikke er helt skarpe på PDUFA: https://www.fool.com/knowledge-center/what-is-a-pdufa-date.aspx

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                    • M Offline
                      M Offline
                      Mcjean
                      wrote on sidst redigeret af
                      #947

                      Er denne kommenteret? http://www.medscape.com/viewarticle/881376 Måske Ofatumumab klarer sig bedre, men det må fase 3 jo vise.

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                      • J Offline
                        J Offline
                        JKY_VH
                        wrote on sidst redigeret af
                        #948

                        Har ikke adgang Mcjean, men jeg så et par bemærkninger om Ofa under JW´s præsentation hos GS i går.

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                        • G Offline
                          G Offline
                          GeorgeBest
                          wrote on sidst redigeret af
                          #949

                          Jan var ekstrem positiv omkring ofas muligheder i MS i går. Han gav udtryk får at ofa kunne være bedre end det tilsvarende medikament fra Roche. Roche er dog først mover. Så der har de en klar fordel.

                          1 Reply Last reply
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                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #950

                            Would be fun if Ofa could come back into the picture again. It is dismissed by most i think (just like potential duobody deal)

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                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #951

                              Some education on PD-L1 , the 2nd little video is a must watch - really funny 😉 https://medivizor.com/blog/2017/05/26/quick-guide-understanding-importance-fdas-keytruda-approval/

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                              • N Offline
                                N Offline
                                Nickstar
                                wrote on sidst redigeret af
                                #952

                                Tak Royal 🙂

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                                • J Offline
                                  J Offline
                                  JohnW
                                  wrote on sidst redigeret af
                                  #953

                                  Markedet har vist (endnu) ikke fundet den optimisme vi så i går aftes.

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                                  0
                                  • SolsenS Offline
                                    SolsenS Offline
                                    Solsen
                                    wrote on sidst redigeret af
                                    #954

                                    GS er ude med lidt omkring gårdsdagens session. Ingen ændring hos dem - neutral on Genmab - kujoner !

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                                    0
                                    • S Offline
                                      S Offline
                                      Sukkeralf
                                      wrote on sidst redigeret af
                                      #955

                                      Jan må vise mere handling end blot ord - bedste måde er ESMO med tisotumab ! Eller en forbandet stor og flot tech-deal

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                                      • SolsenS Offline
                                        SolsenS Offline
                                        Solsen
                                        wrote on sidst redigeret af
                                        #956

                                        We are Neutral rated on Genmab with a 12-month price target of Dkr1,370 is
                                        based on a fundamental DCF valuation of Dkr1,341/sh (85% weight) and an M&A
                                        component (15% weight) value of Dkr1,570/sh.

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                                        • J Offline
                                          J Offline
                                          JKY_VH
                                          wrote on sidst redigeret af
                                          #957

                                          Deres moralske habitus kender vi kun alt for godt Solsen:-(

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                                          0

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