Genmab — Juli 2018

[E_L]

@gentogen , that surprised me too

[E_L]

$50mio is not material anymore lol

[GeorgeBest]

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

[peter12]

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

[peter12]

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.

Fox Business (www.foxbusiness.com)

[E_L]

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

[Investor13]

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

[E_L]

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

[E_L]

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

[Bulder]

It was a draft guidance?

[gentogen]

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......

[gentogen]

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.

[E_L]

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....

[Plimsoller]

@E L
Why is August 2nd important

[E_L]

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

[Bulder]

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

[Helge_LarsenPI-redaktør]

"14.07" bedre anbefaling fås ikke.

[Helge_LarsenPI-redaktør]

Børsen om aftalen: http://borsen.dk/nyheder/virksomheder/artikel/1/365636/analytiker_om_genmabs_aftale_til_trecifret_millionbeloeb_det_er_et_skridt_i_den_rigtige_retning.html?utm_source=forside&utm_campaign=nyhed_01

[JørgenVarnæs]

...men vi har da ikke nået pfs i de studier endnu?

[E_L]

lol @Bulder ; if they ever need a 'chef headlines'...