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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
    #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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                                        • BulderB Offline
                                          BulderB Offline
                                          Bulder
                                          wrote on sidst redigeret af
                                          #1248

                                          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.

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