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Genmab — Januar 2018

Planlagt Fastgjort Låst Flyttet Genmab
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  • BulderB Offline
    BulderB Offline
    Bulder
    wrote on sidst redigeret af
    #1225

    Men E L nåede frem til at det vil give min 35 mio € i år.

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    0
    • SolsenS Offline
      SolsenS Offline
      Solsen
      wrote on sidst redigeret af
      #1226

      Er der nogen der ved hvorfor HALO får tæsk ?

      1 Reply Last reply
      0
      • SolsenS Offline
        SolsenS Offline
        Solsen
        wrote on sidst redigeret af
        #1227

        Tak bulder !

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        • SolsenS Offline
          SolsenS Offline
          Solsen
          wrote on sidst redigeret af
          #1228

          NICE har anslået 750 patienter årligt. Så det passe jo meget godt.

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          • SolsenS Offline
            SolsenS Offline
            Solsen
            wrote on sidst redigeret af
            #1229

            Det var 705 patienter de har anskået, der årligt vil være berettiget til Darzalex behandling. Så potentialet kan være lidt større.

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            • D Offline
              D Offline
              DevOp
              wrote on sidst redigeret af
              #1230

              @Solsen
              HALO https://seekingalpha.com/article/4137957-halozyme-went-yesterday

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              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #1231

                yes, I was just roughly calculating 700 patients, for for an average treatment period of 6month at €100k per year (as i assume they will be recruited gradually during the year). a very rough estimate.

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                • SolsenS Offline
                  SolsenS Offline
                  Solsen
                  wrote on sidst redigeret af
                  #1232

                  Yes its looks like a good guess for 2018.

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                  • S Offline
                    S Offline
                    Sukkeralf
                    wrote on sidst redigeret af
                    #1233

                    Document Moved

                    favicon

                    (www.amgen.com)

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                    • G Offline
                      G Offline
                      GeorgeBest
                      wrote on sidst redigeret af
                      #1234

                      Celgene is mulling a $10 billion bid mixed from need and hope https://www.breakingviews.com/considered-view/celgene-readies-10-bln-mix-of-need-and-hope/?SID=5a57492a2ddf9c667e2e0510&h=50e5122c8b8fc938d6b8971b8940c6eb&content_alert_status=Ready Soon&utm_source=Sailthru&utm_medium=email&utm_campaign=Apple%2C Celgene%2C Wall Street/Steinhoff%2C Carrefour Wed%2C 17 Jan 2018 20:17 mlangfield&utm_term=BV - Eikon

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                      0
                      • G Offline
                        G Offline
                        GeorgeBest
                        wrote on sidst redigeret af
                        #1235

                        It could pay an eye-watering price for a firm with no approved products.

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                        0
                        • G Offline
                          G Offline
                          GeorgeBest
                          wrote on sidst redigeret af
                          #1236

                          There are plenty of reasons Celgene might develop cold feet. Competition is high. Even with price tags approaching $500,000 per patient, it’s unclear whether producers can make decent margins given the need to modify each patient’s cells individually. Tweaking the immune system is also tricky, and adverse effects may limit the therapies to desperate cases.

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                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #1237

                            Any thoughts on that Sukkeralf ? supplementary or competition?

                            1 Reply Last reply
                            0
                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #1238

                              Celgene is struggling... investors didn't really like the idea looking at yesterdays price drop...

                              1 Reply Last reply
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                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #1239

                                NICE Final appraisal determination for those interested (haven't read it yet) - https://www.nice.org.uk/guidance/gid-ta10076/documents/final-appraisal-determination-document

                                1 Reply Last reply
                                0
                                • P Offline
                                  P Offline
                                  Parasitism
                                  wrote on sidst redigeret af
                                  #1240

                                  Godmorgen - og tak for link Sukkeralf og GB 🙂

                                  1 Reply Last reply
                                  0
                                  • S Offline
                                    S Offline
                                    Sukkeralf
                                    wrote on sidst redigeret af
                                    #1241

                                    E L - offcause its competition but the Pollux data looks better

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                                    0
                                    • M Offline
                                      M Offline
                                      Mcjean
                                      wrote on sidst redigeret af
                                      #1242

                                      Bottom page 5 - i dont get it? How can the think data is unmature because people havent died yet? Maybe i misread it but look strange to me.

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                                      • M Offline
                                        M Offline
                                        Mcjean
                                        wrote on sidst redigeret af
                                        #1243

                                        how can the new better data with 31.3 month be unmature?

                                        1 Reply Last reply
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                                        • SolsenS Offline
                                          SolsenS Offline
                                          Solsen
                                          wrote on sidst redigeret af
                                          #1244

                                          When all patients are dead the data is mature. So they think I belive.

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