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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.
  • 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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                  • 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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                                  • 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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