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Genmab — Maj 2018

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • BulderB Offline
    BulderB Offline
    Bulder
    wrote on sidst redigeret af
    #1049

    Vi havde det oppe d. 19/5 om fomiddagen

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    • SolsenS Offline
      SolsenS Offline
      Solsen
      wrote on sidst redigeret af
      #1050

      Mon ikke man kunne søge godkendelse på 120 pts forudsat signifikans ?

      1 Reply Last reply
      0
      • E Offline
        E Offline
        E_L
        wrote on sidst redigeret af
        #1051

        Agree with Bulder and therefore believe the message is overall positive. Also, preparing for SC is very important.

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        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #1052

          It would be interesting to know now if the trial was already delayed REGARDLESS of the extra 30 patients. If not, we need to know why Janssen think 30 extra is worth delaying results by 7 months (Would a phase 3 require more patients?)

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          0
          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #1053

            However, we have to realise, early public phase 2 results are mainly of interest for us; Janssen will have full insight anyway. If they can tweak this phase 2 a bit to kick start phase 3 as Bulder suggests they may even speed up the approval.

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            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #1054

              These guys are not stupid, I am sure there is a good reason.

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              • BulderB Offline
                BulderB Offline
                Bulder
                wrote on sidst redigeret af
                #1055

                Solsen, teoretisk kunne man vel godt søge godkendelse med 120 pts, hvis data er tilstrækkeligt gode. Men det ville i så fald blive en betinget godkendelse (ligesom dara-pom-dex), hvor der under alle omstædigheder skal et fase 3 studie til.

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                • BulderB Offline
                  BulderB Offline
                  Bulder
                  wrote on sidst redigeret af
                  #1056

                  E L we don't know if preliminary data regarding the 96 pts will be delayed. But as Winkel said at CC, the level of details is uncertain.

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                  • BulderB Offline
                    BulderB Offline
                    Bulder
                    wrote on sidst redigeret af
                    #1057

                    Nevertheless I am much more confident now than before, given the fact that Janssen is expanding the whole study. They wouldn't expand a dead cat. Smells bad. This expansion is almost as good as a read out. Surely we cannot know how good data are, but they are good enough to a continuation.

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #1058

                      fully agree

                      1 Reply Last reply
                      0
                      • BulderB Offline
                        BulderB Offline
                        Bulder
                        wrote on sidst redigeret af
                        #1059

                        Omsætningen af GMXAY er usædvanligt høj, 113k

                        1 Reply Last reply
                        0
                        • SolsenS Offline
                          SolsenS Offline
                          Solsen
                          wrote on sidst redigeret af
                          #1060

                          Husk ARD er 1:10

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                          0
                          • BulderB Offline
                            BulderB Offline
                            Bulder
                            wrote on sidst redigeret af
                            #1061

                            Jo, men der er vel heller ikke udstedt så mange som der er aktier?

                            1 Reply Last reply
                            0
                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #1062

                              trading slightly higher as Danish close anyways

                              1 Reply Last reply
                              0
                              • SolsenS Offline
                                SolsenS Offline
                                Solsen
                                wrote on sidst redigeret af
                                #1063

                                Winkel har givet udtryk for, at man har indblik i data og nu diskuterer, hvilke og hvornår data frigives. Samtidig ser vi udvidelse med 30 pts til i alt 120 pts ligeligt fordelt på to arme i forsøget. Jeg synes det lugter af pivotal trial !

                                1 Reply Last reply
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                                • T Offline
                                  T Offline
                                  Thomas
                                  wrote on sidst redigeret af
                                  #1064

                                  Er det efter reglerne hvis de har indblik i nogle fornuftige data og ikke melder noget ud til markedet?

                                  1 Reply Last reply
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                                  • StockBullS Offline
                                    StockBullS Offline
                                    StockBull
                                    wrote on sidst redigeret af
                                    #1065

                                    Morning 🙂

                                    1 Reply Last reply
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                                    • StockBullS Offline
                                      StockBullS Offline
                                      StockBull
                                      wrote on sidst redigeret af
                                      #1066

                                      Mon ikke det bare er shorterne der har solgt en portion på GMXAY for at skabe panik. De er jo i klemme med mange shorts og man kunne godt forestille sig de har købt en portuion på GMXAY tidligere som de nu sælger for at banke kursen ned. Det kan næsten kun være en investor der står for den store omsætning

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                                      • StockBullS Offline
                                        StockBullS Offline
                                        StockBull
                                        wrote on sidst redigeret af
                                        #1067

                                        @Thomas. De kan vel godt have nogle fornuftige indikationer som de nu vælger at dobbelt checke inden de meddeler til markedet

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                                        • B Offline
                                          B Offline
                                          bibob
                                          wrote on sidst redigeret af
                                          #1068

                                          God morgen. 🙂

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                                          0

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