Genmab — November 2018

E_L

yea, been checking for a press release from JNJ on it, but nothing yet

Bulder

RTOR kan vel i givet fald mere end opveje forsinkelsen af Maia?

E_L

yes, possibly. And i think we can agree the delay was positive? No guarantee we get the RTOR though until we see a press release...

Bulder

Have you seen any comments on the data on twitter?

E_L

nothing really descriptive, some positive comments on the chart, making such a nice 'plateau'

E_L

New small trial : Phase 2 Study for the Safety and Efficacy of Daratumumab in Combination With Ixazomib and Dexamethasone as 2nd Line Therapy in Multiple Myeloma Patients (DARIA) https://clinicaltrials.gov/ct2/show/NCT03746652?term=daratumumab+OR+ofatumumab+OR+tisotumab+OR+arzerra+OR+darzalex&lupd_s=11%2F20%2F2018&rank=1

Bulder

The plateau lies around 70-75%. Could lead to more than 80 months.

peter12

Fra twitter
https://twitter.com/DrFEscalanteB/status/1064923276005265408

bibob

Warrants. https://oasm.finanstilsynet.dk/dk/vismeddelelse.aspx?aid=2b12b281-0890-4762-8fc5-74f89d87f8d9&atid=329632

bibob

Very small Numbers.

Skod

Super data, mulig RTOR, stolemangel. Det bliver dælme svært at hitte ud af hvad guidance for 2019 bliver. Hvad regnes der med her på PI? $3 mia. er vel ikke nok?

Legolas23

Med godkendelse af Maia i 18/19, så der er 1. Linie salg det meste af 2019, så ryger vi over.

Bulder

Novod og Bowers taler om hhv 3.080 og 3.122 mio $. Men jeg har ikke hørt nogen af dem omtale RTOR og tidlig godkendelse.

DevOp

Mon ikke SC kan køres under RTOR også?

Bulder

Det talte vi om i går, og holdningen er vist den at den ændrede formulering udelukker muligheden.

StockBull

+3.5

DevOp

bugger - men Maia under RTOR er også i den grad godkendt

Bulder

https://www.fda.gov/AboutFDA/CentersOffices/OfficeofMedicalProductsandTobacco/OCE/ucm612927.htm

Bulder

der kommer nok et spm til Winkel desangående.

bibob

Ja hvis der kommer et halvt år mere med 1 Line salg må vel selv Novod og Bowers ændre deres estimater.