Genmab — Februar 2019
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ok, clear. yes, i know Jan said that. At the same time i feel we never got a very good explanation of what really were the issues in those trials; it left me feeling that possibly with other combinations results could be different. But probably pure fiction pure fiction in my head...
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JV on things that are dead. Especially dara in solids: https://www.youtube.com/watch?v=yR5Z4n1TdSI
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E L on the other hand we only have preclinical work that says it might work ! Jan has promissed us data from the Carina study that never came and also data from solid study and we have never seen that either. When things goes wrong people are usually not that keen on presenting
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Ninlaro bliver ikke godkendt til vedligeholdelse. https://medwatch.dk/Medicinal___Biotek/article11168756.ece?utm_campaign=MedWatch Middag&utm_content=2019-02-06_B&utm_medium=email&utm_source=medwatch
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Tak for svar angående mit spørgsmål om dividende og opkøbsprogram. Er enig at investeringer i egen pipeline er det bedste for aktionærerne. På den anden side er tre år med stagnerende/negativt afkast, en negativt vurderet pipeline (min menning) og et dyrt warrants program, ikke det bedste for aktionærerne. Tænkte derfor at Genmab bliver nød til at komme med andent end eventuelle blockbustere engang i fremtiden.
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for the library: Mechanism of Action and Novel IMiD-Based Compounds
and Combinations in Multiple Myeloma https://sci-hub.tw/10.1097/ppo.0000000000000354 -
Are 4-Drug Regimens Here to Stay? Role in Induction
and Salvage Therapies https://sci-hub.tw/10.1097/ppo.0000000000000351 -
I forbindelse med patentsnakken for lidt siden: Ser lige at Celgene også har patent på Thalidomid, som udløber i 2023 i US og 2019 i Europa. Det kan jo undre, da Thalidomid er et tudsegammelt oprindeligt tysk stof. Hvem husker ikke skandalen i 50'erne. Men Celgene har åbenbart lavet en så anderledes ny formulering, at de har kunnet opnå ny patent. https://www.sec.gov/Archives/edgar/data/816284/000095012310055985/filename1.htm
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