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Genmab — April 2018

Planlagt Fastgjort Låst Flyttet Genmab
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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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                                      • BulderB Offline
                                        BulderB Offline
                                        Bulder
                                        wrote on sidst redigeret af
                                        #200

                                        Xactly. They could fail as well

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                                        • BulderB Offline
                                          BulderB Offline
                                          Bulder
                                          wrote on sidst redigeret af
                                          #201

                                          But interestingly all 4 epa-nivo studies are sponsored by Incyte. The dara-nivo studies are sponsored by BMS.

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