Genmab — Januar 2018

mobbyduck1

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!

GeorgeBest

Så kunne man
også argumentere for at Humax-AXL-ADC skulle være så meget værd?

Mcjean

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

GeorgeBest

Kan det være selve CAR-T teknologien de vil have? Den kan måske bruges i andre henseender?

JKY_VH

Mcj

GeorgeBest

Indtægter fra 4-5 linie behandlinger kan ikke refærdiggøre det. Det same med Gilead der købte Kite for 12 mia USD...

nohope

De må se mere I det end 4-5 linie.

Sukkeralf

Det kunne være man skulle prøve at læse lidt om, hvad CAR-T selskaber selv mener det kan bruges til - og analytikere der følgeer disse selskaber

mobbyduck1

JUNO er oppe med 53% i premarket og Bluebird oppe med 8%

E_L

a bit more on NICE from MyelomaUK https://www.myeloma.org.uk/news/daratumumab-approved-for-use-on-the-nhs-in-england-and-wales/

Sukkeralf

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

E_L

should still bring a minumum of €35mn in revenue
in the UK this year, no?

Bulder

mærkeligt at det er kun 4. linje og ikke 4. linje eller senere.

E_L

yes... but it is correct according to p10 here https://www.england.nhs.uk/wp-content/uploads/2018/01/national-cdf-list-v1.59.pdf

Mcjean

Maybe more than 35mn E L. If the first have open for treatment, maybe some patient can apply but i really dont know but im sure the analytics have to rise the estimate, maybe to 2.3 - 2.7?

Mcjean

which will happen after 4q and that should result in higher rate, around 2000 i think:-)

Bulder

Lyder som chikane: "Note: The use of daratumumab will be audited to confirm it is being used in
accordance with these treatment criteria (particularly in respect of lines of therapy)
and non-compliant use will be monitored and followed-up."

E_L

funny how that works, whatever calculation you use , we end up at 2000

laerlingen

super dårlig til TA, men kan man betegne udviklingen i GEN som "cup a
nd handle"?

Mcjean

Yep the calulator always end up at 2000, but only this year, next year its gonna be wild:-)