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Genmab — August 2017

Planlagt Fastgjort Låst Flyttet Genmab
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  • royalR Offline
    royalR Offline
    royal
    wrote on sidst redigeret af
    #17

    Ok, tak, alligevel lidt underligt.

    1 Reply Last reply
    0
    • AH2005A Offline
      AH2005A Offline
      AH2005
      wrote on sidst redigeret af
      #18

      De skæve tal er forekommet før, har selv gjort opmærksom på det før.

      1 Reply Last reply
      0
      • B Offline
        B Offline
        BiotechPro
        wrote on sidst redigeret af
        #19

        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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        • B Offline
          B Offline
          BiotechPro
          wrote on sidst redigeret af
          #20

          ups, skulle have været i bava/zeal debatten

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          0
          • R Offline
            R Offline
            rex_pacis
            wrote on sidst redigeret af
            #21

            man kan vel altid byde/udbyde skæve beløb, og så se hvem som bider på, men underligt det var i GEN. Markedet er bare underligt nogen gange. Jeg kan dog ikke se den nævnte handel..

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            0
            • B Offline
              B Offline
              BiotechPro
              wrote on sidst redigeret af
              #22

              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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              • D Offline
                D Offline
                DevOp
                wrote on sidst redigeret af
                #23

                tak Solsen - bliver interessant at se, om det vinder indpas og evt udvider markedsandelen for dara.

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                0
                • DarvinD Offline
                  DarvinD Offline
                  Darvin
                  wrote on sidst redigeret af
                  #24

                  Nyt: https://clinicaltrials.gov/ct2/show/NCT03234972?term=A+Study+to+Compare+Daratumumab%2C+Bortezomib%2C+and+Dexamethasone+(DVd)+vs+Bortezomib+and+Dexamethasone+(Vd)+in+Chinese+Participants+With+Relapsed+or+Refractory+Multiple+Myeloma&rank=1

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                  • H Offline
                    H Offline
                    Her_for_at_lære
                    wrote on sidst redigeret af
                    #25

                    God Morgen

                    1 Reply Last reply
                    0
                    • Helge_LarsenPI-redaktørH Offline
                      Helge_LarsenPI-redaktørH Offline
                      Helge_LarsenPI-redaktør
                      wrote on sidst redigeret af
                      #26

                      God morgen. 🙂

                      1 Reply Last reply
                      0
                      • T Offline
                        T Offline
                        transalp
                        wrote on sidst redigeret af
                        #27

                        Go morgen.. 🙂

                        1 Reply Last reply
                        0
                        • royalR Offline
                          royalR Offline
                          royal
                          wrote on sidst redigeret af
                          #28

                          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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                          0
                          • bongobobB Offline
                            bongobobB Offline
                            bongobob
                            wrote on sidst redigeret af
                            #29

                            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

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                            • bongobobB Offline
                              bongobobB Offline
                              bongobob
                              wrote on sidst redigeret af
                              #30

                              “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”

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                              0
                              • Helge_LarsenPI-redaktørH Offline
                                Helge_LarsenPI-redaktørH Offline
                                Helge_LarsenPI-redaktør
                                wrote on sidst redigeret af
                                #31

                                Tak Bongo. 🙂

                                1 Reply Last reply
                                0
                                • B Offline
                                  B Offline
                                  bibob
                                  wrote on sidst redigeret af
                                  #32

                                  God morgen. 🙂

                                  1 Reply Last reply
                                  0
                                  • B Offline
                                    B Offline
                                    bibob
                                    wrote on sidst redigeret af
                                    #33

                                    Meget fint link Bongo. Det bekræfter bare Dara's potientiale i combi. 🙂

                                    1 Reply Last reply
                                    0
                                    • J Offline
                                      J Offline
                                      JKY_VH
                                      wrote on sidst redigeret af
                                      #34

                                      god morgen

                                      1 Reply Last reply
                                      0
                                      • royalR Offline
                                        royalR Offline
                                        royal
                                        wrote on sidst redigeret af
                                        #35

                                        Det giver lidt tryghed. Tak Bongi.

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                                        • bongobobB Offline
                                          bongobobB Offline
                                          bongobob
                                          wrote on sidst redigeret af
                                          #36

                                          Det er svært at se konkurrenter. Dem der har god effekt som inhibitors skal kombineres med Dara. CAR-T er for nyt, dyrt, besværligt. Et gæt på en direkte konkurrent kunne være en bi specifik antibody, men det er ikke lige på radaren. Nogen bud?

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