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Genmab — November 2018

Planlagt Fastgjort Låst Flyttet Genmab
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  • SolsenS Offline
    SolsenS Offline
    Solsen
    wrote on sidst redigeret af
    #289

    Ja den ekstra måned er også interessant. Så det kan godt rykke lidt på tallene med tiden....

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    0
    • BulderB Offline
      BulderB Offline
      Bulder
      wrote on sidst redigeret af
      #290

      Hvis Maia gør ligeså er vi nede i 0,4'erne til næste år.

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      • P Offline
        P Offline
        peter12
        wrote on sidst redigeret af
        #291

        Er det korrekt forstået at HR bliver forbedret fordi PFS for DVMP flader ud mens VMP ikke gør ? Det ser ud som om at VMP også flader ud nu

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        • BulderB Offline
          BulderB Offline
          Bulder
          wrote on sidst redigeret af
          #292

          Bluebird forsætter op. Gad vist om det er bb21217 eller LentiGlobin? https://seekingalpha.com/filing/4219307?app=1

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          • BulderB Offline
            BulderB Offline
            Bulder
            wrote on sidst redigeret af
            #293

            Groft sagt bliver HR mindre når forskellen på pfs'erne bliver større i D-VMp's favør.

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            0
            • P Offline
              P Offline
              peter12
              wrote on sidst redigeret af
              #294

              ok

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              • SolsenS Offline
                SolsenS Offline
                Solsen
                wrote on sidst redigeret af
                #295

                Man er klar over hvilke problemer, der er med CAR-t og arbejder naturligt nok med forbedringer https://ash.confex.com/ash/2018/webprogram/Paper119247.html

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                • SolsenS Offline
                  SolsenS Offline
                  Solsen
                  wrote on sidst redigeret af
                  #296

                  Daras safety og sc versionens forbedring er guld værd !

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                  • P Offline
                    P Offline
                    Plimsoller
                    wrote on sidst redigeret af
                    #297

                    Men havde analytikerne
                    ment at CAR-t ville snuppe en stor del af markedet, så ville de vel have skåret i topsalgsestimatet for Dara?

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                    • SolsenS Offline
                      SolsenS Offline
                      Solsen
                      wrote on sidst redigeret af
                      #298

                      Flere amalytikere ævler om at car-t truer salget. De burde sætte dara ind i firstline med gennemsnitlig behandlingstid på 50-70 mdr. Så skulle de se løjer i regnearket.

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                      • P Offline
                        P Offline
                        Plimsoller
                        wrote on sidst redigeret af
                        #299

                        Enig Solsen, men jeg undrer mig lidt over at de (på trods af CAR-t begejstringen), ikke decideret skærer ned på Dara topsalgsestimatet. Det giver ikke mening.

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                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #300

                          .@Solsen 19.21 , i was a bit surprised ADCT 301 wasnt in the press release. Genmab owns 25% I think?

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                          • SolsenS Offline
                            SolsenS Offline
                            Solsen
                            wrote on sidst redigeret af
                            #301

                            Yes. Do you know the royalty ?

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                            • G Offline
                              G Offline
                              gentogen
                              wrote on sidst redigeret af
                              #302

                              Ofatumumab was active and safe in these elderly chemoimmunotherapy-treated patients with SMZL. IRRs were generally mild and easily manageable, even in a cohort of patients with a very high median age and a relevant comorbidity burden. The ORR and the CR rate compare favorably with data reported in the literature with rituximab monotherapy also considering that >75% of patients have been previously exposed to rituximab.

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                              • BulderB Offline
                                BulderB Offline
                                Bulder
                                wrote on sidst redigeret af
                                #303

                                They get 25% of the income I suppose?

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                                0
                                • SolsenS Offline
                                  SolsenS Offline
                                  Solsen
                                  wrote on sidst redigeret af
                                  #304

                                  I belive I reffered to the seach results. It was in 5 oral abstracts ACDT 301 was mentioned.

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                                  • SolsenS Offline
                                    SolsenS Offline
                                    Solsen
                                    wrote on sidst redigeret af
                                    #305

                                    Didnt they switch to a royalty when leave the opt.in.

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                                    0
                                    • G Offline
                                      G Offline
                                      gentogen
                                      wrote on sidst redigeret af
                                      #306

                                      The combination of ofatumumab, HDMP and lenalidomide is effective and well tolerated in treatment-naive CLL/SLL, even when poor prognostic features are present.

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                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #307

                                        this is what the genmab website says, http://www.genmab.com/product-pipeline/products-in-development/adct-301

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                                        0
                                        • BulderB Offline
                                          BulderB Offline
                                          Bulder
                                          wrote on sidst redigeret af
                                          #308

                                          Genmab still owns 25% of the rights

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                                          0

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