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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
    #1220

    Hvad mener du?

    1 Reply Last reply
    0
    • SolsenS Offline
      SolsenS Offline
      Solsen
      wrote on sidst redigeret af
      #1221

      reimbursement

      1 Reply Last reply
      0
      • BulderB Offline
        BulderB Offline
        Bulder
        wrote on sidst redigeret af
        #1222

        Hvis det er det, vi har snakket om tidligere i dag, så er det 4. linje - og kun 4. linje

        1 Reply Last reply
        0
        • SolsenS Offline
          SolsenS Offline
          Solsen
          wrote on sidst redigeret af
          #1223

          Sorry ja efter tre forudgående behandlinger

          1 Reply Last reply
          0
          • SolsenS Offline
            SolsenS Offline
            Solsen
            wrote on sidst redigeret af
            #1224

            Har ikke set de tidligere indlæg, beklager.

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            0
            • 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.

              1 Reply Last reply
              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 !

                  1 Reply Last reply
                  0
                  • SolsenS Offline
                    SolsenS Offline
                    Solsen
                    wrote on sidst redigeret af
                    #1228

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

                    1 Reply Last reply
                    0
                    • 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.

                      1 Reply Last reply
                      0
                      • D Offline
                        D Offline
                        DevOp
                        wrote on sidst redigeret af
                        #1230

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

                        1 Reply Last reply
                        0
                        • 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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                          0
                          • SolsenS Offline
                            SolsenS Offline
                            Solsen
                            wrote on sidst redigeret af
                            #1232

                            Yes its looks like a good guess for 2018.

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                            0
                            • S Offline
                              S Offline
                              Sukkeralf
                              wrote on sidst redigeret af
                              #1233

                              Document Moved

                              favicon

                              (www.amgen.com)

                              1 Reply Last reply
                              0
                              • 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

                                1 Reply Last reply
                                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.

                                  1 Reply Last reply
                                  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.

                                    1 Reply Last reply
                                    0
                                    • 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
                                        0
                                        • 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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