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Genmab — April 2018

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • G Offline
    G Offline
    GeorgeBest
    wrote on sidst redigeret af
    #180

    stribe

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    • R Offline
      R Offline
      rex_pacis
      wrote on sidst redigeret af
      #181

      Jeg venter også data fra solide i Q3, men det er vel ikke sikkert at det kommer der, måske må vi vente længere. Har jeg ikke ret?

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      • BulderB Offline
        BulderB Offline
        Bulder
        wrote on sidst redigeret af
        #182

        Der er en lille chance for BMS-data på asco. "there could be upside surprises" sagde Winkel på CC, men det mest sandsynlige er nok ESMO i september. Gælder formentlig også TV og AXL

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        • BulderB Offline
          BulderB Offline
          Bulder
          wrote on sidst redigeret af
          #183

          Ang. dara-atezo i NSCLC fastholder han stædigt 2. halvår. Men studiet har primary completion date 25. juli. Og det er mit indtryk at der flere gange er luftet mulighed for tidligt i H2.

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          • BulderB Offline
            BulderB Offline
            Bulder
            wrote on sidst redigeret af
            #184

            Vedr. asco bliver vi lidt klogere d. 25. april når abstract-titler offentliggøres.

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            • BulderB Offline
              BulderB Offline
              Bulder
              wrote on sidst redigeret af
              #185

              Av, "selvrisiko" (co-payment) på 80 - 100.000 $ for patienter i Medicare for Car-t Kymriah og Yescarta. Og så er det kun out patient segmentet. http://www.businessinsider.com/r-us-medicare-sets-outpatient-rate-for-yescarta-reimbursement-2018-4?r=UK&IR=T&IR=T

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              • P Offline
                P Offline
                pauly
                wrote on sidst redigeret af
                #186

                nbi minus 3% 😕

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                • Helge_LarsenPI-redaktørH Offline
                  Helge_LarsenPI-redaktørH Offline
                  Helge_LarsenPI-redaktør
                  wrote on sidst redigeret af
                  #187

                  God morgen. 🙂

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                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #188

                    New trial: Short Course Daratumumab in Patients With Multiple Myeloma - https://clinicaltrials.gov/ct2/show/NCT03490344

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                    • J Offline
                      J Offline
                      Jazzz
                      wrote on sidst redigeret af
                      #189

                      Er der nogen der har en ide om, hvad de forskellige analytikere vurdere Genmabs pipeline til at være værd? Jeg mener, har man med et gennemsnit target på ca 1400 kun medregnet potentialet i de markedsførte produkter, eller medregner man et lille potentiale i pipeline?

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                      • M Offline
                        M Offline
                        Mayflower
                        wrote on sidst redigeret af
                        #190

                        Man laver sædvanligvis en SOTP analyse, hvor hvert element vurderes med en tilhørende sandsynlighed for at det lykkes og et medfølgende topsalg.

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                        • M Offline
                          M Offline
                          Mayflower
                          wrote on sidst redigeret af
                          #191

                          more or less

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                          • J Offline
                            J Offline
                            Jazzz
                            wrote on sidst redigeret af
                            #192

                            Ok.. tak!

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                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #193

                              My understanding is that most analysts have very little value attributed to the pipeline (if any at all) and some stated they will need to upgrade in the case of clinical success

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                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #194

                                "Incyte's stock plunges, Merck shares fall after disappointing study results of melanoma treatment " Incyte's stock plunges, Merck shares fall after disappointing study results of melanoma treatment - http://www.mrknewsroom.com/news-release/oncology/incyte-and-merck-provide-update-phase-3-study-epacadostat-0

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                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #195

                                  not sure if anyone saw this as Dara competition

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                                  • BulderB Offline
                                    BulderB Offline
                                    Bulder
                                    wrote on sidst redigeret af
                                    #196

                                    Hardly. I don't think there are any studies og dara in melanoma ongoing. So not in this particular indication. But epacadostat is being tested with nivolumab in different solid cancers. Thus competition might arise in other indications. https://en.wikipedia.org/wiki/Epacadostat https://www.clinicaltrials.gov/ct2/results?cond=&term=nivolumab+epacadostat&cntry=&state=&city=&dist=&Search=Search

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                                    • BulderB Offline
                                      BulderB Offline
                                      Bulder
                                      wrote on sidst redigeret af
                                      #197

                                      of

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                                      • S Offline
                                        S Offline
                                        Sukkeralf
                                        wrote on sidst redigeret af
                                        #198

                                        Could have been on longer terms - but also a reminder of how hard it is to get combinations that work in the IO space

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                                        • S Offline
                                          S Offline
                                          Sukkeralf
                                          wrote on sidst redigeret af
                                          #199

                                          and hence not get to excited before we have seen clinical data with Dara

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