Genmab — August 2018
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Mange tak Sukkeralf
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Teprotumumab fase 3 er overgået til 'active, not recruiting', så formodentlig fuldt rekrutteret. https://clinicaltrials.gov/ct2/show/study/NCT03298867?term=teprotumumab&rank=2
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Samme her, men håber da MJ forbliver aktiv.
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Jeg forsøgte at liste info ud af Rachel om regulatory pathway i AML, men hendes hænder er bundne. Der er dog primary completion på andromeda i jan 2021 - så data indenfor 18-24 måneder vil være en acceleration på 6-12 måneder
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Umiddelbart ser det ikke ud til at de små fase 2 studier i senere linier kan anvendes til registrering umiddelbart, men who knows, hvis data er spektakulære nok
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Umiddelbart ligner det ikke warrant udnyttelse i dag. Mon der er bliver trådt vande til maia?
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Det ville give mening i hvert fald.
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@10.12 warrants, articles like this don´t really help sentiment http://penge.borsen.dk/artikel/1/367253/genmab-ansatte_udnytter_optioner_og_scorer_stor_gevinst.html . No mention of the small size offcourse
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Employee exercise gør vel ikke så meget. De seneste par års markante insidersalg fra Jan og David løftede til gengæld mine øjenbryn ret højt
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F L - men the different studies progess to the next phase they will be more expensive. Phase 3 studies are much more expensive than phase 1 or 2. Genmab have none own studies in phase 3 yet. When TV, AXL or DR5 progesses to phase 3 cost will increase considerably. But on the contrary they have then also show safety and effect on the patients. I would therefore see it as positive if those goes to phase 3
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and not only be afraid of the cost side
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