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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
    #1277

    We discussed a similar issue 5. of March. The problem is that dara is killing NK-cells as they express cd38. Not good, as NK-cells were supposed til kill cancer. To overcome this problem it has been suggested to transplant fresh NK-cells from healthy donors. Now they suggest - as I understand it - to take NK-cells from
    (other) dara-treated patients, as they mainly contain cd38-low NK-cells (the cd38-high NK-cells are depleted), and infuse them in patients.

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    • S Offline
      S Offline
      Sukkeralf
      wrote on sidst redigeret af
      #1278

      Fra Roches Q1. while revenue from Ocrevus reached 479 million francs ($487 million), besting analyst estimates of 406 million francs ($413 million).

      1 Reply Last reply
      0
      • S Offline
        S Offline
        Sukkeralf
        wrote on sidst redigeret af
        #1279

        Det ligner en dobbelt BB i år - så lad os få ofatumumab på banen og stjæle den ene BB

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        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #1280

          thanks Bulder. It is fascinating, but difficult...

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          • BulderB Offline
            BulderB Offline
            Bulder
            wrote on sidst redigeret af
            #1281

            Bowers har anslået i et skriv, at ofa i ms kan nå et peaksale på 3.8 mia $ (23,2 mia DKK).

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            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #1282

              that would be awesome. "Sellside consensus compiled by EvaluatePharma shows 2022 revenue of $572m for OMB157 versus a still optimistic $267m for Arzerra, and Leerink reckons ofatumumab’s MS incarnation could be generating blockbuster sales by 2026." http://www.epvantage.com/Universal/View.aspx?type=Story&id=740722&isEPVantage=yes

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              • BulderB Offline
                BulderB Offline
                Bulder
                wrote on sidst redigeret af
                #1283

                Thanks E L. Good article.

                1 Reply Last reply
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                • P Offline
                  P Offline
                  pauly
                  wrote on sidst redigeret af
                  #1284

                  God artikel der også viser os MS indikationen ikke er nem. Men er du gal det ville være dejligt hvis det lykkedes

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                  • P Offline
                    P Offline
                    pauly
                    wrote on sidst redigeret af
                    #1285

                    og Tak EL

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #1286

                      thinking about the JNJs PD1 plus dara i fase 2/3 you guys discussed yesterday; Opdivo also did really well Q1. "$BMY Q1 Opdivo $1533M big beat vs. consensus of $1374M"

                      1 Reply Last reply
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                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #1287

                        easy to understand JNJ wants to rush to get part of that...

                        1 Reply Last reply
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                        • BulderB Offline
                          BulderB Offline
                          Bulder
                          wrote on sidst redigeret af
                          #1288

                          Ved vi, hvad Genmab får i royalty for ofa, og vil royalty være den samme for MS som for leukæmi?

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                          • BulderB Offline
                            BulderB Offline
                            Bulder
                            wrote on sidst redigeret af
                            #1289

                            Okay, lavt 2-cifret måske 12-15% https://finans.dk/erhverv/ECE9788226/genmab-kan-score-ny-milliardjackpot/?ctxref=ext

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                            0
                            • G Offline
                              G Offline
                              gentogen
                              wrote on sidst redigeret af
                              #1290

                              Apropos morgenens udveksling om ADCT, så var der jo faktisk indirekte indbygget en god nyhed om ADCT-301, da de udtaler, at "He also points to the progress being made with ADCT’s two lead candidates that are still firmly on course to start later-stage testing before the end of the year. "

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                              • G Offline
                                G Offline
                                gentogen
                                wrote on sidst redigeret af
                                #1291

                                Fra det tidligere link klokken 7:26

                                1 Reply Last reply
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                                • BulderB Offline
                                  BulderB Offline
                                  Bulder
                                  wrote on sidst redigeret af
                                  #1292

                                  Actinium: https://www.actiniumpharma.com/news-media/press-releases/detail/257/actinium-pharmaceuticals-highlights-promising-data-from-its

                                  1 Reply Last reply
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                                  • G Offline
                                    G Offline
                                    GeorgeBest
                                    wrote on sidst redigeret af
                                    #1293

                                    Kan vi være sikker på at ADCT-301 er et af disse lead candidates? De kan vel have andre?

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                                    • BulderB Offline
                                      BulderB Offline
                                      Bulder
                                      wrote on sidst redigeret af
                                      #1294

                                      Abstract fra amr. producent af actinium: https://www.ncbi.nlm.nih.gov/pubmed/15763472

                                      1 Reply Last reply
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                                      • BulderB Offline
                                        BulderB Offline
                                        Bulder
                                        wrote on sidst redigeret af
                                        #1295

                                        GB: den står øverst på listen og er længst fremme sammen med -402 http://adctherapeutics.com/

                                        1 Reply Last reply
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                                        • BulderB Offline
                                          BulderB Offline
                                          Bulder
                                          wrote on sidst redigeret af
                                          #1296

                                          Mon de er begyndt at tilbagekøbe nogle af de korte bukser? Både bava og gen går fint i dag.

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