Genmab — December 2017
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J&J’s Darzalex set to shake up frontline treatment of multiple myeloma https://www.pharmaceutical-technology.com/comment/jjs-darzalex-set-shake-frontline-treatment-multiple-myeloma/ , addressing 1 of the questions i would hope to get a bit more clarity on during ASH; can D-VMP compete with VRD in the US? would be a nice positive short term
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I am still afraid, that we will struggle, until we have a teach deal. 18 months ago, we had a large queue at the cashier??? and only 2 months ago, we had another promise, that we will see a tech deal in 2017, well there is very little time left. . It means so much not to disappoint the market, and we have done it over and over again, regarding these tech deals
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Dr. Usmani has chosen Abstract 3110 as one of his favorites. This abstract is the use of Kyprolis, Revlimid, dex and daratumumab for newly diagnosed myeloma patients. https://www.myelomacrowd.org/ash-2017-myeloma-experts-favorite-ash-abstract-pick-dr-saad-usmani/
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E:L I am hanging in there m8, with the Pedal fully down, but I still se these tech deals as the biggest problem, there is nothing wrong with the Case, everything else is these usual bumps. It would have been lot easier not to mention anything about these deals, then there would not be any problems
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@EL 08:55, Joaquin Duato says “......and we still will continue to see Darzalex in combination with there therapies being used in clinical practice”. Is he actually saying that Darzalex in future will be used in combination with potential new therapies like BCMA, CAR—T etc.???
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D-KRd har udviklet sig siden ASCO: Fra 5% CR til 43% sCR!. Dog 6 mdr PFS fra 100% til 12 mdr PFS 95%. Forventeligt. https://meetinglibrary.asco.org/record/144701/abstract
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Hold nu op med at kritisere JvdW, han gør det strålende med de betingelser han har ...
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Der kan vel være flere årsager til at det trækker un med den Tech deal JDW har lovet og at det trækker ud er vel ikke ensbetydende med det ikke kommer nogen. Eller måske Genmab pønser på at køre solo istedet for en en samarbejdsaftale. Mon ikke der kommer en opdatering på R&D dagen den 11 december
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I det overordnede billede, mon så ikke vi ser et klassisk fænomen i biotek - cd38 er på vej ud af klinikken og etablerer sig nu i markedet, oven i købet som SOC
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For biotekinvestorer betyder det, at de stiger af for at finde noget nyt, da cd38 nu er pharma og den sektor ikke er relevant for de investorer
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