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Genmab — December 2017

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • K Offline
    K Offline
    kbsv
    wrote on sidst redigeret af
    #1736

    Lemmingeeffekten er stærk...forhåbentlig også når det går op

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    • H Offline
      H Offline
      hspinvest
      wrote on sidst redigeret af
      #1737

      der er kæmpe stor forskel mellem de forskellige anal-ytikere efter min mening. der er nogle som her helt nede i materien og forstår virkelig casen - og hvis de er det mindste i tvivl, så undersøger de sagen (CITI, Nordea bla) - og så er der de der anal-ytikere som bare snakker ud fra hvad de "føler" lige i det sekund de bliver interviewet..."brøle-aber" kalder jeg dem for....

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      • M Offline
        M Offline
        Mcjean
        wrote on sidst redigeret af
        #1738

        Analytikerne burde opjustere kære Riis, alene af den grund at PFS er langt over 50% og vi nærmest lige meget kombi med Dara taler om kronisk sygdom for mange og derved meget større topsalg end for bare 1/2 år siden..........det ville være seriøst, men det sker nok ikke ovenpå den børnehaveudvikling i dag.

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        • M Offline
          M Offline
          Mcjean
          wrote on sidst redigeret af
          #1739

          Og bare for at understege pointen viser forsøgene, at jo før du for Dara jo bedre er det, hvilket jo giver endnu større succeskriterie og burde fører til opjusteringer, især når manglende 20 mill$ givet i rabat kan give forholdsvis store nedjusteringer, men som kbsv skriver.......lemmingeeffekten er stor blandt korpset.

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          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #1740

            I choose to believe they meant well talking about costs; in their enthusiasm about the pipeline they wanted to show off how much extra they will invest in all that brilliant stuff. Which should have been explained as a positive

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            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #1741

              it just turned out slightly () different....

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              • StockBullS Offline
                StockBullS Offline
                StockBull
                wrote on sidst redigeret af
                #1742

                Hvornaar mon J&J kommer med et bud paa Genmab

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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #1743

                  nobody actually spoke about the R&D today. there were good presentations. what a waste.

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                  • BulderB Offline
                    BulderB Offline
                    Bulder
                    wrote on sidst redigeret af
                    #1744

                    For lige at skifte emne 😉 Et par topfolks syn på car-t og andre nye behandlinger i MM. 51:11 inde i videoen https://www.youtube.com/watch?v=oqA2H5Q-YmQ&t=1286s

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                    • BulderB Offline
                      BulderB Offline
                      Bulder
                      wrote on sidst redigeret af
                      #1745

                      Hele diskussionen er interessant med masser af vurderinger af daras kommende rolle i de forskellige settings.

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                      • H Offline
                        H Offline
                        hspinvest
                        wrote on sidst redigeret af
                        #1746

                        Mcjean, sjovt du nævner (F)Riis, når jeg taler om brøle-aber 😉

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                        0
                        • H Offline
                          H Offline
                          hspinvest
                          wrote on sidst redigeret af
                          #1747

                          and yes, EL, i totally agree with you @20:24, but their communication
                          just s*cks...

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                          • SolsenS Offline
                            SolsenS Offline
                            Solsen
                            wrote on sidst redigeret af
                            #1748

                            Panelet er noget lunkne ved CAR-T, men BCMA fra GSK er nok den største trussel. De ser ikke sideeffects som et større problem i GSKs antibody ADC.

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                            • BulderB Offline
                              BulderB Offline
                              Bulder
                              wrote on sidst redigeret af
                              #1749

                              Det hæftede jeg mig også ved. Car-t har meget at bevise endnu. Bl.a. at responserne er holdbare. JM var nervøs for de patienter der relapser på trods af denne eengangsbehandling. Og derved bliver det pludseligt meget dyrt.

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                              • BulderB Offline
                                BulderB Offline
                                Bulder
                                wrote on sidst redigeret af
                                #1750

                                PR er så ikke enig med Winkel i vurderingen af problemet med øjnene i bcma adc'en. Very manageable. Og off the shelf i modsætning til car-t, som det ser ud nu.

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                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #1751

                                  excellent video. noted also how PR mentioned the 1 year waiting list for these small car-t trials; patients are very carefully selected and vetted for good results.

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                                  • BulderB Offline
                                    BulderB Offline
                                    Bulder
                                    wrote on sidst redigeret af
                                    #1752

                                    Yes let's wait and see what car-t can come up with in real life. That is larger trials.

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                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #1753

                                      surely we'll get a bit more nuance of the next few weeks. Actually Blue gave up half its gain from yesterday, Juno -20% from Friday close

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                                      • SolsenS Offline
                                        SolsenS Offline
                                        Solsen
                                        wrote on sidst redigeret af
                                        #1754

                                        Its a hype. As said yesterday - two more dead pts and they stop. Progression in 4 out of 15 pts within one year and 2 dead CR pts are not that good.

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                                        • Helge_LarsenPI-redaktørH Offline
                                          Helge_LarsenPI-redaktørH Offline
                                          Helge_LarsenPI-redaktør
                                          wrote on sidst redigeret af
                                          #1755

                                          Dara fungerer bredt, dybt og overbevisende. Kræftlægerne har tillid og får mere og mere fortrolighed med brugen.

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