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Genmab — November 2018

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • StockBullS Offline
    StockBullS Offline
    StockBull
    wrote on sidst redigeret af
    #1474

    Dara Royality: 3.5bn

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    • StockBullS Offline
      StockBullS Offline
      StockBull
      wrote on sidst redigeret af
      #1475

      Omsætning 4.4mia kr, net indkomst 2,35mia kr, ESP 38kr - kurs ca. 1580kr

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      • StockBullS Offline
        StockBullS Offline
        StockBull
        wrote on sidst redigeret af
        #1476

        OFA 25mil kr, milestones 600 mil kr R&D 1.8mia

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        • StockBullS Offline
          StockBullS Offline
          StockBull
          wrote on sidst redigeret af
          #1477

          SG&A 200mil kr

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          • StockBullS Offline
            StockBullS Offline
            StockBull
            wrote on sidst redigeret af
            #1478

            Men det er da muligt cashburn bliver højere - who knows

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            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #1479

              Imfinzi miss in NSCLC
              https://endpts.com/astrazenecas-big-mystic-trial-ends-a-complete-failure-as-imfinzi-tremelimumab-combo-flops-on-overall-survival/

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              • BulderB Offline
                BulderB Offline
                Bulder
                wrote on sidst redigeret af
                #1480

                Hm, looks like PD-1 is taking the lead over PD-L1. Looking forward to the Nivo-dara-data.

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                • BudweisB Offline
                  BudweisB Offline
                  Budweis
                  wrote on sidst redigeret af
                  #1481

                  Jeg er ret imponeret over det er lykkedes FDA at designe en godkendelsesproces der er så hurtig sammenlignet med eksisterende fast track. Imponerende hvis de kan holde den kadence.

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                  • BulderB Offline
                    BulderB Offline
                    Bulder
                    wrote on sidst redigeret af
                    #1482

                    Kan være vi får nyt allerede på onsdag. Om morgenen offentliggøres LBA-titler. Hvis Maia (og Cassiopeia) er med, udsender Genmab sikkert en meddelelse herom. I den meddelelse kunne de passende oplyse om Janssen har søgt RTOR, og muligvis ved de allerede nu om det er bevilget.

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                    • SolsenS Offline
                      SolsenS Offline
                      Solsen
                      wrote on sidst redigeret af
                      #1483

                      Du glemte de gode recepttal for oktober 🙂

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                      • nohopeN Offline
                        nohopeN Offline
                        nohope
                        wrote on sidst redigeret af
                        #1484

                        Ville det ikke være synligt hos FDA hvis der var bevilget RTOR ?

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                        • BulderB Offline
                          BulderB Offline
                          Bulder
                          wrote on sidst redigeret af
                          #1485

                          Hvad skal vi gætte på Solsen? 135 mill? 😉

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                          • G Offline
                            G Offline
                            GeorgeBest
                            wrote on sidst redigeret af
                            #1486

                            Hvor meget hjælper d
                            et reelt hvis der er bevilget RTOR? Der er jo stadig mangel på infusionsstole!

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                            • nohopeN Offline
                              nohopeN Offline
                              nohope
                              wrote on sidst redigeret af
                              #1487

                              Jeg forstår ikke det der med mangel på stole, det må da være mangel på personale eller kvadratmetre ? Stolene er da forholdsvis ukomplicerede møbler man bare ringer efter og så dukker de op ugen efter ?

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                              • nohopeN Offline
                                nohopeN Offline
                                nohope
                                wrote on sidst redigeret af
                                #1488

                                Personale kan vel tage måneder og lokaler kan tage længe hvis man ikke kan omdanne eksisterende lokaler.

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                                0
                                • BulderB Offline
                                  BulderB Offline
                                  Bulder
                                  wrote on sidst redigeret af
                                  #1489

                                  Har et spm til Winkel desangående på onsdag. Kan være han kan opklare lidt om problemets omfang.

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                                  0
                                  • nohopeN Offline
                                    nohopeN Offline
                                    nohope
                                    wrote on sidst redigeret af
                                    #1490

                                    Tiden er ikke til mere snak, lad os sætte en telthal op og forsyne den med alle de ledige havestole der er på denne tid af året, så vi kan solgt noget Dara - nu !

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                                    • BulderB Offline
                                      BulderB Offline
                                      Bulder
                                      wrote on sidst redigeret af
                                      #1491

                                      På CC talte han om split dosing som en overgang til sc, som allerede har hjulpet en del, og vil fortsætte at gøre det når det godkendes. infusion chair availability, Wimal, right now is a bottleneck for daratumumab. And then to bridge the time between now and the subcu co-formulation with high (inaudible) days, don't forget that Janssen has also filed for a split dosing of the first infusion.

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                                      • BulderB Offline
                                        BulderB Offline
                                        Bulder
                                        wrote on sidst redigeret af
                                        #1492

                                        that process is now going quite rapidly both in Europe and in the U.S., so we hope that we actually get quite quickly a label for the split dosing, and that's already helped, I think, to further boost the use of daratumumab, but the subcu will be a game changer, we believe.

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                                        • BulderB Offline
                                          BulderB Offline
                                          Bulder
                                          wrote on sidst redigeret af
                                          #1493

                                          Om accellereret infusion: What we understand is that in some centers, like the bigger medical centers in the U.S., they are using for the third infusion and further the very quick 90-minute infusion rate. Janssen can, of course, not promote for that because it's not in the label. But we understand that only in the largest centers, James, it's being used as we speak, but not in the community health care centers, where actually the majority of the multiple myeloma patients are treated in the US.

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