Genmab — August 2017
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Bryan Garnier om Zeal: Of course, Soliqua remains a meaningful part of the story in the short term and represents a risk of volatility since the numbers are unlikely to be meaningful until the end of 2017. But dasiglucagon and glepaglutide are increasingly heavy in the FV, which we see as very positive for the investment case. In less than 12 months, the group will have two molecules in phase III trials.
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ups, skulle have været i bava/zeal debatten
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rex pacis, det var en kunde der handlede en ordre fordelt over to prisniveauer gennem sin netbank. Når banken så eksekverer ordren over børsen bliver det en skæv pris
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God Morgen
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God morgen.

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Hvor meget skal vi frygte Keytruda? http://investors.merck.com/news/press-release-details/2017/Merck-Announces-Second-Quarter-2017-Financial-Results/default.aspx
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Det skal vi ikke, se disse Interessante betragtninger af Dr. Philippe Moreau
Meget stærkt signal når styrken af DRd kombi er et ”problem” http://www.bloodjournal.org/content/early/2017/07/26/blood-2017-05-743203 -
“a recurrent question is how to design a study to
demonstrate the true impact of a specific agent on response, PFS or OS. For
example, the HR value for PFS achieved with the DRd combination in relapsed MM
in the POLLUX trial (0.37) has set the bar so high that it will be difficult to show the
superiority of other combinations over DRd in phase 3 trials designed for regulatory
approvals” -
Tak Bongo.

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