Genmab — August 2017
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Takeda buys into Astrazeneca's early stage Parkinson's program - http://www.bioworld.com/content/takeda-buys-astrazenecas-early-stage-parkinsons-program
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Det er sgu en sund premium, som Gilead betaler for Kite... (jvf artiklen)
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must be
related to this, Novartis only up small though https://globenewswire.com/news-release/2017/08/30/1104337/0/en/Novartis-receives-first-ever-FDA-approval-for-a-CAR-T-cell-therapy-Kymriah-TM-CTL019-for-children-and-young-adults-with-B-cell-ALL-that-is-refractory-or-has-relapsed-at-least-twice.html http://www.businessinsider.com/fda-approves-novartis-car-t-cancer-treatment-2017-8?international=true&r=US&IR=T -
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For retfærdigehedens skal vel nævnes at de $ 700.000 er en gang, $ 90.000 er per år.
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Ok, ja, jeg spørger helt oprigtigt. Er selv genmab-aktionær langsigtet, og ville synes det er mega ærgeligt hvis casen ødelægges (selvfølgelig godt med gode behandlingsmuligheder). Men der nævnes at Gilead også er på vej, i andre indikationer synes jeg, og at konkurrence med tiden måske får prisen nedad?
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og hvis dara er i kombi med Revlimed og Dex så er det vel $250.000 per år
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men er det ikke under halvdelen af patienterne, der er egnet til CAR-T??
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