Genmab — Januar 2018

[StockBull]

De skal nok naa de 6-7 Mia usd Dara salg inden 2025 saa ca. 700 mil usd i stigning per aar kommende 7-8 aar i snit

[StockBull]

Det er vel ikke mindre end hvad der blev estimeret i 2016. Tvaerdigmod.

[StockBull]

Og Jan snakker om meget mere i salg saa det ser vi frem til at faa mere information og
for

[StockBull]

Og bevis for

[DevOp]

Det bliver da ret svært at leake info om dara i solide, når grundlaget for sammenligning er en PD1 hæmmer vs. PD1 hæmmer + Dara. Forskellen vil jo forventeligt kun kunne ses i statistikken på response depth, OR og varigheden af response - sammenligning på enkelt eller få pts niveau giver ikke rigtig mening - og dermed ingen leaks, eller???

[peter12]

Interessant artikel https://www.mdanderson.org/publications/oncolog/january-2018/immunotherapy-for-genitourinary-cancers.html

[Helge_LarsenPI-redaktør]

God morgen.

[rex_pacis]

God morgen

[bibob]

God morgen.

[transalp]

go morgen

[E_L]

Interview with Orlowski, MD Anderson Cancer Center, early january, don't think it was posted here yet - https://www.myelomacrowd.org/full-show-myelomas-future-in-2018-with-robert-z-orlowski-md-phd-md-anderson-cancer-center/

[E_L]

when talking about VMP-dara first line, he mentioned " It probably will lead to an FDA approval of daratumumab for this particular patient population who’s not transplant eligible, but it may also allow some of us to use daratumumab up front with other combinations"

[E_L]

would that even be allowed? surely they could then only use it upfront with VMP?

[Bulder]

I was wondering if some docs would be tempted to simply pull out melphalan, as it is obsolete as some say.

[E_L]

yes, i remember you mentioning that. hopefully vdWinkel can answer. Orlowski seems to even suggest broader, but maybe i am reading to much into it

[Sukkeralf]

Im sure Jan can´t speak about off label use of any kind

[E_L]

no, i guess you are right. but I think Bulder was gonna ask him if melphalan could be pulled if i remember correct? Or would you already consider that "off lable use"?

[gentogen]

From the FDA perspective, once the FDA approves a drug, healthcare providers generally may prescribe the drug for an unapproved use when they judge that it is medically appropriate for their patient. https://www.fda.gov/ForPatients/Other/OffLabel/ucm20041767.htm

[Mcjean]

Enten må de kæmpe for shorten og øger jævnligt eller også ser vi snart en 10% melding eller ny 5% melding, spændende. Shortsquezze bliver også mere og mere sandsynligt når man vælger at lege med ilden, der er intet i kursen hverken i TA eller andre A'er der kan legitimere shorten. At shorte så stort et beløb i en exploreaktie kan kun forklares ud fra at shorteren tror på total fiasko for virksomheden. For selv en markedskorrektion kan prelle af på en explorevirksomhed, hvis nyheder times eller?

[Mcjean]

Det ville være klart bedre at shorte indeks eller defensive aktier hvis de tror på en markedskorrektion, så jeg læser det som de forventer fiasko eller "spiser" lidt med den ene hånd og køber massivt op med den anden. Andre forslag?