Genmab — Februar 2018

[JohnW]

I guess a higher price on Revlimid will be an advantage for selling Alcyone then.

[Teller]

Hello, I am new to this chat, but I have been following it for more than a year now.

[Bulder]

Yes, or the US-equivalent to VMp: CyBorD

[Teller]

Maybe the higher price simply reflects a higher demand?

[Bulder]

The higher the Rev-price goes, the more important is the Dara+CyborD-study, from which we should see data soon.

[Teller]

Solsen - Hvilken dosis (stand alone eller combo) er denne aarlige behandlingspris baseret paa?

[E_L]

how much does
CyborD cost?

[Bulder]

The only drug of the three still patented is bor (Velcade), and it will run out of patent in Europe next year.

[Bulder]

One unit is DKK 10.051 https://min.medicin.dk/Medicin/Praeparater/3370

[Teller]

Hvis der anvendes lavere dosis i combo behandling med dara, bliver det vel ikke noedvendigvis mere omkosteligt at behandle. (ud over de +20% om aaret som mere eller mindre er normalen)

[Teller]

(www.chicagotribune.com)

[Bulder]

Later this year we

[Bulder]

... we'll have data from the Cassiopeia study with thalidomide in stead of lenalidomide. So no wonder Celgene raises prices before it's too late.

[Solsen]

Yes thats what it is. Short CELG

[Bulder]

The Irish MD, with whom I saw a video the other day, spoke about "financial toxicity", meaning that they wouldn't dream of paying for a Rev-containing combo with dara. And therefore they run their own local Irish study of dara+CyBorD.

[E_L]

[Solsen]

I also think it will kill CELG in the long run. And perhaps you are right that they have seen the end and use the time up to that to get the best outcome.

[Solsen]

https://clinicaltrials.gov/ct2/show/NCT02951819?recrs=a&cond=Daratumumab&draw=4&rank=37 Data could be due in this CyBorD+Dara

[Thomas]

Der nævnes ofte at Gen guider konservativt, det er da uden hold i virkeligheden. Så måske vi alle skulle tage deres guidance ganske seriøst...

[Thomas]

Tillader mig at poste dette link fra forleden igen http://www.evaluategroup.com/Universal/View.aspx?type=Story&id=765390&isEPVantage=yes