Genmab — Marts 2018

[Bulder]

Et af de studier, som har en chance for data på næste ASCO.

[JKY_VH]

Spændende, tak Helge.

[peter12]

Spændende artikel om Novartis https://www.bloomberg.com/gadfly/articles/2018-03-27/novartis-glaxo-asset-un-swap-a-sign-of-things-to-come

[Bulder]

It also hints at sizable, pharma-focused M&A to come. bob bob

[peter12]

Jeg ved ikke om de har flere MS drugs ? Men det virker til at være et vigtigt område for deres nye CEO https://www.weforum.org/agenda/2018/01/3-things-change-medicine-2018-big-data-healthcare/

[E_L]

yes, they are good in MS. They recently published some data on siponimod https://www.novartis.com/news/media-releases/phase-iii-data-lancet-show-novartis-siponimod-significantly-improves-outcomes-patients-secondary-progressive-ms , and this is from last year https://www.novartis.com/news/media-releases/novartis-confirms-leadership-multiple-sclerosis-ms-scientific-advancements-and

[royal]

God fantasi: Novartis køber Gen for 20+bn usd. Sælger dara royalty + evt. De duo aftaler der er til jnj. Novartis bevarer Gen som en selvstændig afd. I Utrecht. Novartis sparer fremtidig royalty på Arzerra. Gen bliver så ikke selvstændig , knock your socks of company, 2025.

[JKY_VH]

Ja, hvor svært kan det egentlig være:-)

[peter12]

Markedet lytter til dig

[Solsen]

Novod er ude igen med prekliniske data, der understøtter cd38/daras muligheder i colorectal cancer.

[Solsen]

JCI Insight - CD38+ M-MDSC expansion characterizes a subset of advanced colorectal cancer patients

(insight.jci.org)

[E_L]

3rd attempt at 1287 seems to succeed, in a falling market...

[Helge_LarsenPI-redaktør]

Solsen...Se 9.49

[E_L]

Japan's Takeda considering approach for British drugmaker Shire
https://uk.reuters.com/article/us-shire-m-a-takeda-pharma/japans-takeda-considering-approach-for-british-drugmaker-shire-idUKKBN1H4198

[JStudsgaard]

Ser ud til vi bryder 200 dages glidende gennemsnit i dag...

[Nickstar]

Bulder, tak for forklaring

[henrik48]

Mon vi kommer over 1300 inden Påske

[Legolas23]

Vi lukker i 1300 flat. Spørg bare @Bibob

[Bulder]

bb2121 går i fase 3. https://seekingalpha.com/news/3342156-celgene-bluebird-bio-team-develop-commercialize-car-t-bb2121

[E_L]

i am not really sure what is new in that collaboration, you? i dont see anything about a phase 3 in the press release. But probably a firmer commitment from Celgene