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Genmab — April 2018

Planlagt Fastgjort Låst Flyttet Genmab
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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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                • S Offline
                  S Offline
                  Sukkeralf
                  wrote on sidst redigeret af
                  #202

                  Yes thats positive - maybe because Dara is approved and epa is not.

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                  • B Offline
                    B Offline
                    bibob
                    wrote on sidst redigeret af
                    #203

                    Yes Sukkeralf and Bulder. They know Dara as a approved and very tolerated drug , but also very comparebel with other drugs.

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                    • BulderB Offline
                      BulderB Offline
                      Bulder
                      wrote on sidst redigeret af
                      #204

                      Ellers noget af et program, de har kørende, Incyte. Hele 26 kombistudier med pembro, heraf flere store fase 3 studier. I alskens solide tumorer. De fleste sponseret af dem selv. https://www.clinicaltrials.gov/ct2/results?cond=&term=epacadostat+pembrolizumab&cntry=&state=&city=&dist=

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                      • Helge_LarsenPI-redaktørH Offline
                        Helge_LarsenPI-redaktørH Offline
                        Helge_LarsenPI-redaktør
                        wrote on sidst redigeret af
                        #205

                        G0d morgen. 🙂

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                        • B Offline
                          B Offline
                          bibob
                          wrote on sidst redigeret af
                          #206

                          God morgen. 🙂

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                          • H Offline
                            H Offline
                            Her_for_at_lære
                            wrote on sidst redigeret af
                            #207

                            Meget afdæmpet effekt af et positivt c25 på Genmab aktien?

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                            • M Offline
                              M Offline
                              Mcjean
                              wrote on sidst redigeret af
                              #208

                              Sidst på ugen begynder positioneringen hen mod næste onsdag. Jeg personligt hælder til mindst 10% stigning og når tallene frigives så forventer jeg 1350. Men måske jeg tager fejl:-) Iøvrigt gætter jeg på 105-65, hvad med jer andre?

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                              • M Offline
                                M Offline
                                Mcjean
                                wrote on sidst redigeret af
                                #209

                                Sidst på ugen begynder positioneringen hen mod næste onsdag. Jeg personligt hælder til mindst 10% stigning og når tallene frigives så forventer jeg 1350. Men måske jeg tager fejl:-) Iøvrigt gætter jeg på 105-65, hvad med jer andre?

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                                0
                                • B Offline
                                  B Offline
                                  bibob
                                  wrote on sidst redigeret af
                                  #210

                                  Jeg er ikke så sikker på 1350- , men jeg vil godt lægge et bud. ;-). 102,5 og 69. Tror ROW overrasker positivt. 🙂

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                                  • B Offline
                                    B Offline
                                    Bella1
                                    wrote on sidst redigeret af
                                    #211

                                    Købte 140 stk til 1230 til morgen med good feelings for den kommende tid 🙂

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                                    • BulderB Offline
                                      BulderB Offline
                                      Bulder
                                      wrote on sidst redigeret af
                                      #212

                                      Hvad taler I om? Det er kvartalstal vi får - på næste tirsdag og ikke onsdag.

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                                      • G Offline
                                        G Offline
                                        GeorgeBest
                                        wrote on sidst redigeret af
                                        #213

                                        Danske Bank har kommenteret på det negative udfald af Incyte/Merck studier i melanoma. De mener ikke der er den store sammenhæng til dara i solide. Dog kan det generelt m
                                        edføre en større skepsis i markedet til positive fase 2 data.

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                                        • B Offline
                                          B Offline
                                          bibob
                                          wrote on sidst redigeret af
                                          #214

                                          Du har ret Bulder . Sorry. 😞

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