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Genmab — Januar 2018

Planlagt Fastgjort Låst Flyttet Genmab
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  • SolsenS Offline
    SolsenS Offline
    Solsen
    wrote on sidst redigeret af
    #1226

    Er der nogen der ved hvorfor HALO får tæsk ?

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    • 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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                    • 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?

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                          • 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...

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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

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                              • P Offline
                                P Offline
                                Parasitism
                                wrote on sidst redigeret af
                                #1240

                                Godmorgen - og tak for link Sukkeralf og GB 🙂

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                                • 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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                                  • 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?

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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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                                        • S Offline
                                          S Offline
                                          Sukkeralf
                                          wrote on sidst redigeret af
                                          #1245

                                          NICE is looking very much at OS data before giving reimburcement

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