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Genmab — Juli 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
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    E_L
    wrote on sidst redigeret af
    #474

    the Amgen and Immatics for comparison on size $$ https://immatics.com/press-release/amgen-immatics-enter-strategic-collaboration-develop-novel-bispecific-cancer-immunotherapies.html

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    • G Offline
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      gentogen
      wrote on sidst redigeret af
      #475

      Måske også værd at bemærke, at Today’s news does not impact Genmab’s 2018 Financial Guidance.

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      • E Offline
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        E_L
        wrote on sidst redigeret af
        #476

        England’s cost effectiveness watchdog NICE has issued draft guidance not recommending Janssen's Darzalex (daratumumab) for second line use in multiple myeloma in combination with existing treatments. http://www.pmlive.com/pharma_news/daily_brief_trump_arrives_in_london,_nice_says_no_to_darzalex,_pfizer_backs_down_on_prices_1244070

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        • E Offline
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          E_L
          wrote on sidst redigeret af
          #477

          idiots.

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          • E Offline
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            E_L
            wrote on sidst redigeret af
            #478

            @gentogen , that surprised me too

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            • E Offline
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              E_L
              wrote on sidst redigeret af
              #479

              $50mio is not material anymore lol

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              • G Offline
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                GeorgeBest
                wrote on sidst redigeret af
                #480

                Well the 54M $ does not impact the income statement. But it must have impact on the cash balance.

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                • P Offline
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                  peter12
                  wrote on sidst redigeret af
                  #481

                  Gorsky skal faktisk til møde med Trump i England i dag (før han flyver til København - sorry joking), men første del er korrekt 😉

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                  • P Offline
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                    peter12
                    wrote on sidst redigeret af
                    #482

                    Link Preview Image
                    Trump heads to UK, to meet with pharma execs

                    The chief executives of Johnson & Johnson and GlaxoSmithKline are said to be attending a dinner with Trump and May.

                    favicon

                    Fox Business (www.foxbusiness.com)

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                    • E Offline
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                      E_L
                      wrote on sidst redigeret af
                      #483

                      true offcourse,how wonderfull though that we dont have to worry about the cash/liquidity impact (anymore)

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                      • I Offline
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                        Investor13
                        wrote on sidst redigeret af
                        #484

                        Dårligt nyt fra England. Burde kursen ikke falde på sådan en nyhed? Det er jo umiddelbart en stor potentiel gruppe som går tabt!

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                        • E Offline
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                          E_L
                          wrote on sidst redigeret af
                          #485

                          it is not good news, but not the end of the world. NICE has been playing the same game with Monotherapy. i would expect some sort of temporary solution with the Cancer Drugs Fund again at some point, until data is more mature (longer) and NICE will have to approve

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                            E_L
                            wrote on sidst redigeret af
                            #486

                            patients are not stupid, they can see the results and availability in other countries and will press NICE

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                            • BulderB Offline
                              BulderB Offline
                              Bulder
                              wrote on sidst redigeret af
                              #487

                              It was a draft guidance?

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                              • G Offline
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                                gentogen
                                wrote on sidst redigeret af
                                #488

                                Det handler KUN om penge: " The committee agreed that the
                                improvements in progression-free survival with daratumumab plus
                                bortezomib and dexamethasone are large and that this combination is a
                                step-change in the treatment of people with multiple myeloma......

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                                  gentogen
                                  wrote on sidst redigeret af
                                  #489

                                  Og så videre: The committee
                                  understood from patient and clinical experts, and the Cancer Drugs Fund
                                  clinical lead, that an 18-month improvement in median progression-free
                                  survival was considered a ‘game-changing’ treatment effect in the secondline
                                  treatment of multiple myeloma. It concluded that daratumumab plus
                                  bortezomib and dexamethasone had a statistically significant and clinically
                                  important effect on progression-free survival compared with bortezomib
                                  plus dexamethasone.

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                                  • E Offline
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                                    E_L
                                    wrote on sidst redigeret af
                                    #490

                                    yes @Bulder , and it says Janssen will continue to seek a solution with NICE but I have very little hope that will get done before 2 august....

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                                    • P Offline
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                                      Plimsoller
                                      wrote on sidst redigeret af
                                      #491

                                      @E L
                                      Why is August 2nd important

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                                        E_L
                                        wrote on sidst redigeret af
                                        #492

                                        only because it is the Closing date for comments for this decision for NICE https://www.nice.org.uk/guidance/indevelopment/gid-ta10174/consultation/html-content-2

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                                        • BulderB Offline
                                          BulderB Offline
                                          Bulder
                                          wrote on sidst redigeret af
                                          #493

                                          Now let me guess the headline on Medwatch: England gives daratumumab thumbs down!

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