Genmab — Juni 2018
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Han når rundt om det meste i artiklen.
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Det er lidt svært at forstå Jans værdisætninger uden at kende hans forudsætninger til bunds.
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Tror at han har højere topsalgsestimater end anayltikerne i knoglemarvskræft og indregner succes fra pipelinen.
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Det er bare et gæt.
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Ok. Tak. Det er i hvert fald en god og opsummerende artikel. Sammen med folks hjælp herinde, så satte den lige et par ting på plads.
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Jeg mener, at Jan tidligere har været ude med $13.
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For mit eget vedkommende tænker jeg "better safe than sorry".
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Bluebird Bio CAR-T delays multiple myeloma progression by one year, but is that enough?
By Adam Feuerstein
https://www.statnews.com/2018/06/01/bluebird-bio-car-t/ -
Daratumumab Plus Carfilzomib, Dexamethasone May Be Effective in Lenalidomide-Refractory Multiple Myeloma , cancertherapyadvisor, https://www.cancertherapyadvisor.com/asco-2018/multiple-myeloma-daratumumab-carfilzomib-dex-effective-treatment/article/770624/
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Bernstein $CELG $BLUE: bb2121 #ASCO18 update in line with our expectations - 12m PFS not bad, but MRD negative not a cure http://www.twitlonger.com/show/n_1sqi5bt
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Måske den har været linket? http://investor.bluebirdbio.com/static-files/d2659e1f-2219-4179-a24a-09a25b1660f6
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