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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
    #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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                  • 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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                                      • M Offline
                                        M Offline
                                        Mcjean
                                        wrote on sidst redigeret af
                                        #1246

                                        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.

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                                        • S Offline
                                          S Offline
                                          Sukkeralf
                                          wrote on sidst redigeret af
                                          #1247

                                          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

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