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Genmab — Juni 2018

Planlagt Fastgjort Låst Flyttet Genmab
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  • Legolas23L Offline
    Legolas23L Offline
    Legolas23
    wrote on sidst redigeret af
    #251

    70-80% as far 20bn marked ?

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    • G Offline
      G Offline
      GeorgeBest
      wrote on sidst redigeret af
      #252

      https://twitter.com/adamfeuerstein/status/1002712330961145857?s=21

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      • P Offline
        P Offline
        Plimsoller
        wrote on sidst redigeret af
        #253

        GB. Ved du om det er et gennemgående tema mht. både patientudvælgelse og fremlæggelse af resultater i forhold til Bluebird?

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        • G Offline
          G Offline
          GeorgeBest
          wrote on sidst redigeret af
          #254

          Nej

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          • P Offline
            P Offline
            Plimsoller
            wrote on sidst redigeret af
            #255

            Ok. Synes blot at jeg herinde har set noget angår de

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            • P Offline
              P Offline
              Plimsoller
              wrote on sidst redigeret af
              #256

              angående patientudvælgelsen før.

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              • G Offline
                G Offline
                GeorgeBest
                wrote on sidst redigeret af
                #257

                Hvad jeg får ud af at læse på Twitter, er at bb2121 er rigtig godt når alt andet inclusive dara er prøvet. Altså mindst 5-6 linie behandling. Patienterne har her ikke andre muligheder end CAR-T.

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                • P Offline
                  P Offline
                  Plimsoller
                  wrote on sidst redigeret af
                  #258

                  Ok. Tak.

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                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #259

                    i remember reading that they have been very carefull in selecting their patients, also they are relatively young, the selection process apparantly took very long; is that what you were asking @
                    Plimsoller ?

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                    • G Offline
                      G Offline
                      GeorgeBest
                      wrote on sidst redigeret af
                      #260

                      Men BLUE og CELGENE vil givetvis gøre alt for at få det frem til mindst 3. linie. Ellers bliver deres investeringer aldrig rentable. Og så kan det jo tage noget fra dara

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                      • G Offline
                        G Offline
                        GeorgeBest
                        wrote on sidst redigeret af
                        #261

                        Men generelt tror jeg ikke vi behøver frygte et CAR-T hype som vi sà efter ASH

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                        • P Offline
                          P Offline
                          Plimsoller
                          wrote on sidst redigeret af
                          #262

                          Yes EL. Thank you. It was to assess whether it was an even playing field concerning the outcome of the trials. If the selection process is very biased it is certainly something to consider.

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                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #263

                            have you seen the $ number EP Vantage put on bb2121? only
                            $760mio in 2024....

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                            • P Offline
                              P Offline
                              Plimsoller
                              wrote on sidst redigeret af
                              #264

                              @GB. Ja der er ikke noget at sige til at de vil frem i verden, men det skal jo være pga.et godt produkt, og ikke pga. hype.

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                              • P Offline
                                P Offline
                                Plimsoller
                                wrote on sidst redigeret af
                                #265

                                Yes. It is very little and very late - and furthermore based

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                                • G Offline
                                  G Offline
                                  GeorgeBest
                                  wrote on sidst redigeret af
                                  #266

                                  Enig. Men de vil gøre alt for at forsvare deres investering.

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                                  • P Offline
                                    P Offline
                                    Plimsoller
                                    wrote on sidst redigeret af
                                    #267

                                    on a very futuristiske assessment.

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                                    • P Offline
                                      P Offline
                                      Plimsoller
                                      wrote on sidst redigeret af
                                      #268

                                      Det forstår jeg godt, men data er med dara indtil videre:)

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                                      • G Offline
                                        G Offline
                                        GeorgeBest
                                        wrote on sidst redigeret af
                                        #269

                                        CELGENE har jo satset vildt på CAR-T. De betalte også milliarder for Juno

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                                        • G Offline
                                          G Offline
                                          GeorgeBest
                                          wrote on sidst redigeret af
                                          #270

                                          CELGENE betalte 9 milliarder USD for Juno. Sanseløst...

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