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Genmab — Februar 2018

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • E Offline
    E Offline
    E_L
    wrote on sidst redigeret af
    #2413

    I can show you thousands of gaps that were never closed... On the contrary - break-away-gaps of this magnitude often see a very potent follow through

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    • Den_FattigeD Offline
      Den_FattigeD Offline
      Den_Fattige
      wrote on sidst redigeret af
      #2414

      EL@ I love it 😉

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      • Den_FattigeD Offline
        Den_FattigeD Offline
        Den_Fattige
        wrote on sidst redigeret af
        #2415

        And Thanks 🙂 I NOT a "TA guy"

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        • Den_FattigeD Offline
          Den_FattigeD Offline
          Den_Fattige
          wrote on sidst redigeret af
          #2416

          nu mangler vi bare små 20 % mere. så er vi i ATH 🙂

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          • N Offline
            N Offline
            nik_hs1990
            wrote on sidst redigeret af
            #2417

            Ja spændende hvornår vi rammer ny ATH 🙂

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            • Legolas23L Offline
              Legolas23L Offline
              Legolas23
              wrote on sidst redigeret af
              #2418

              Teknisk har jeg lært, at så store Gaps - kaldes "Gap-away" og bliver nogle gange aldrig lukket. Man så det eksempelvis da Bavarian sprang i luften for at par år siden.

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              • T Offline
                T Offline
                Teller
                wrote on sidst redigeret af
                #2419

                Længere henne på året vil dette kursniveau være latterligt lavt. Anskaffelse i dette niveau vil være ren ønsketænkning.

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                • T Offline
                  T Offline
                  Teller
                  wrote on sidst redigeret af
                  #2420

                  læg 1000 til kursen idag.

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                  • G Offline
                    G Offline
                    GeorgeBest
                    wrote on sidst redigeret af
                    #2421

                    Tak Jedi. Det er et super vigtigt point at Isatuximab ikke kan bruge HALO sc 🙂

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #2422

                      JvdW said 11,000 patients involved in daratumumab trials at the moment. If we assume half of those are in Dara arm (?) so say 5,500 at an average cost of say $100,000 than we "missed" roughly $550 million in revenue. Is that a fair calculation?

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                      • T Offline
                        T Offline
                        Teller
                        wrote on sidst redigeret af
                        #2423

                        yes

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                        • O Offline
                          O Offline
                          OHW
                          wrote on sidst redigeret af
                          #2424

                          hmmm...det er vel sært at vurderer om alle disse patient i givet fald havde fundet frem til at bruge Dara. Mon ikke vi skal nøjes med at konkluderer, at alle disse forsøg naturligvis giver et mindre salg på kort sigt...men hvor meget, svært at gætte syntes jeg.

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                          • T Offline
                            T Offline
                            Teller
                            wrote on sidst redigeret af
                            #2425

                            Det dræner vel kapacitet uanset.

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                            • G Offline
                              G Offline
                              gentogen
                              wrote on sidst redigeret af
                              #2426

                              Apropos kommentar 10:50. Hvordan kan nogen overhovedet have et kvalificeret bud på det nu?

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                              • BulderB Offline
                                BulderB Offline
                                Bulder
                                wrote on sidst redigeret af
                                #2427

                                En ikke ukendt analytiker, der har talt med en KOL skriver: "He (the KOL) highlighted that Isatuximab from Sanofi probably has stronger inhibition of the ecto enzymatic activation versus other CD38 antibodies, which might lead to better efficacy in solid cancers, but that remains to be seen in the human clinical trials when they read out for Isatuximab and Darzalex respectively."

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                                • D Offline
                                  D Offline
                                  dohk
                                  wrote on sidst redigeret af
                                  #2428

                                  Daras værste konkurrent i solide er vel ikke Isa, men nærmere alle de andre stoffer der kombineres med PD1 inhibitorens...targets som IDO1, TIM3, LAG3, O
                                  X40, CTLA4 osv

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                                  • D Offline
                                    D Offline
                                    dohk
                                    wrote on sidst redigeret af
                                    #2429

                                    apropos solide...så har Incyte også fået øje på AXL og starter AXL/MER bispecifik op i klinik i løbet af 2018. http://adisinsight.springer.com/drugs/800051363

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                                    • D Offline
                                      D Offline
                                      dohk
                                      wrote on sidst redigeret af
                                      #2430

                                      Det lader til at AXL er ved at modnes som anderkendt target, så forhåbentlig kan Genmab holde forspringet uden at skulle have stor partner på for tidligt.

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                                      • B Offline
                                        B Offline
                                        bikube
                                        wrote on sidst redigeret af
                                        #2431

                                        Kl. 11.35 nævnte Bulder det afbrudte gorsøg med duvalumab. Nustarter der forsøg med Durvalumab + Bava´s CV301.

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                                        • BulderB Offline
                                          BulderB Offline
                                          Bulder
                                          wrote on sidst redigeret af
                                          #2432

                                          I hvilken indikation?

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                                          0

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