Genmab — Juni 2017
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for mig ser det ud til, at der har været et massivt udsalg fra dansk side lige siden salgstallene fra Symphony. Det har bremset GEN ifht kursudviklingen i US biotech. I går og i dag er udsalget stilnet af, men er der stadig
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på ti dage har NBI outperformet GEN med 5% point
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sjovt nok har Sydbank - som ellers er en marginal spiller - haft et massivt udsalg. Ham FF-efterfølgeren dernede havde også nogle ret besynderlige betragtninger omkring salgsudviklingen i US
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i maj måned havde vi en d/d salgsvækst på 2,9% i en måned med 22 dage. Det er rigeligt til at holde momentum
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mht triggere i den nærmeste fremtid - så har der lige været ASCO, og dara blev præsenteret vidt og bredt
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Det kommer til at rykke i salgstallene, når onkologerne får øjnene op for de data.
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...og i øvrigt kommer vi snart til at se tallene fra combo-salget i Europa. Det er nu 2 måneder siden vi fik approval
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Q2 bliver sikkert ikke massive - men fra Q3 og frem sker der ting og sager
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hvis der er nogen, der har brug for et stok-tip, så bliver US omsætningstallene for august enorme
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Does anyone here know if this date is correct for Dara + bortezomib on NICE approval? it says Expected publication 27 June 2018 , someone on twitter seems to think it is today https://www.nice.org.uk/guidance/indevelopment/gid-ta10174
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EL - that is CASTOR, right?
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Even with the lackluster performance of NICE, they must be able to evaluate a study of that magnitude within a year...
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European commission approved CASTOR 2 months ago...
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i think so. they dropped the submission with len/dex - https://www.nice.org.uk/guidance/indevelopment/gid-ta10104
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and this is the one denied earlier in the year with final publication date july 20 https://www.nice.org.uk/guidance/indevelopment/gid-ta10076
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well, if NICE rejects castor, then dara will not be available to Brits...
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what kind of health authority will do that?
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GEN har posted en opdateret investorpræsentation - http://files.shareholder.com/downloads/AMDA-KPIBN/4613191470x0x947487/A108DBB6-2E1C-4719-854E-A1D6D4DF853A/Kempen_April_2017.pdf
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