Genmab — Januar 2018
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Ufatteligt at Celgene vil betale 8-10 milliarder USD for Juno. Både Kite og Novartis er jo længere fremme. Også til noget der kun kan bruges i den meget sene linier! https://medwatch.dk/Medicinal___Biotek/article10210882.ece?utm_campaign=Middag&utm_content=2018-01-17 12%3A16%3A32&utm_medium=top&utm_source=Feed
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det er helt sygt, svært at forstå motivationen
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og prisen
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Nej jeg forstår det virkelig ikke. Hvis det kun er til de sene linier, er det jo en hel opskur pris. Og hvornår får de noget på markedet?
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Juno is currently recruiting for a phase 1 trial combining its BCMA-directed CAR-T therapy in combination with Revlimid, and has also just signed a licensing deal with Lilly on its myeloma CAR-T candidate. https://pharmaphorum.com/news/celgene-talks-buy-car-t-partner-juno/
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Phase 1???
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hvis de betaler omkring 10 mia USD er det præcist, hvad samtlige aktier i Genmab er værd pt. Det virker sgu da helt sygt, og som GB siger, hvornår begynder man at få skillinger i kassen, vel der kommer til at gå meget lang tid!
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Så kunne man
også argumentere for at Humax-AXL-ADC skulle være så meget værd? -
Måske ved de og analytikerne noget om car-t vi ikke ved for de er da helt oppe at ringe over hvad der for mig ligner en sådan en her https://petrolicious.com/articles/a-humble-start-with-a-humble-trabant
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Kan det være selve CAR-T teknologien de vil have? Den kan måske bruges i andre henseender?
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Indtægter fra 4-5 linie behandlinger kan ikke refærdiggøre det. Det same med Gilead der købte Kite for 12 mia USD...
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JUNO er oppe med 53% i premarket og Bluebird oppe med 8%
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a bit more on NICE from MyelomaUK https://www.myeloma.org.uk/news/daratumumab-approved-for-use-on-the-nhs-in-england-and-wales/
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Indeed, Celgene made it a point at ASH to emphasise the speed at which the company and bluebird will be moving bb2121 forward. A pivotal trial (KarMMa) in late-stage patients will treat an initial patient this month, and the partners plan to start a Phase III trial next year in the third-line setting while simultaneously evaluating the product even further upstream, with a goal of moving into newly diagnosed patients
Mcj
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