Genmab — Januar 2018

[DevOp]

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

[E_L]

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.

[Solsen]

Yes its looks like a good guess for 2018.

[Sukkeralf]

Document Moved

(www.amgen.com)

[GeorgeBest]

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

[GeorgeBest]

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

[GeorgeBest]

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.

[E_L]

Any thoughts on that Sukkeralf ? supplementary or competition?

[E_L]

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

[E_L]

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

[Parasitism]

Godmorgen - og tak for link Sukkeralf og GB

[Sukkeralf]

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

[Mcjean]

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.

[Mcjean]

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

[Solsen]

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

[Sukkeralf]

NICE is looking very much at OS data before giving reimburcement

[Mcjean]

Lægefagligt er det meget komplekst og mange forbehold tages grundet "manipulation" med data gennem tiden, så kravene er store men dette virker helt skørt og meget konservativt, hvilket vel er typisk for England.

[Sukkeralf]

Synes deter en svær debat, for hvis der bare var penge nok, så skulle man jo bare se at komme ud over stepperne. Sådan forholder det sig bare ikke og så skal tingene kigges efter i sømmene - og NICE hører så til blandt de strengeste

[Bulder]

Men de får patientorganisationen på nakken, idet deres "omhyggelighed" trækker proceduren ud i uendelighed. Og så irriterer det mig, at de bliver ved med at kalde dara for et "humanised" antistof. Mere omhyggelige er de altså ikke.

[gentogen]

Problemet er, a tdet hele kun er baseret på MMY2002 og GEN501, altså mono enkeltarm i patienter med 3-14 tidligere behandlinger, så på den baggrund er der givetvis opnået det bedst mulige, idet argumentet har været, at der efter 3 behandlinger forud ikke findes noget bedre alternativ, hvad selv NICE har måttet indrømme, men vi er altså helt tilbage til de absolut første studier og intet andet.