Genmab — Februar 2019

[peter12]

Btw AXL er 100%

[Bulder]

og ofa er ikke 50%

[StockBull]

Det er jo ikke smaa nybegynder firmaer Genmab har deals med p.t

[E_L]

there is still the supplemental new drug application outstanding in japan (for 1st line); did anyone ever figure out by what date they have to approve?

[E_L]

New trial by Incyte corporation: INCB001158 Combined With Subcutaneous (SC) Daratumumab, Compared to Daratumumab SC, in Relapsed or Refractory Multiple Myeloma - INCB001158 Combined With Subcutaneous (SC) Daratumumab, Compared to Daratumumab SC, in Relapsed or Refractory Multiple Myeloma

[E_L]

try link again https://clinicaltrials.gov/ct2/show/NCT03837509?term=daratumumab+OR+ofatumumab+OR+tisotumab+OR+arzerra+OR+darzalex&lupd_s=01%2F12%2F2019&rank=1

[E_L]

i don't see JNJ as sponsor

[Bulder]

I've tried to find something, but in vain. They submitted in Japan Dec. 14.

[E_L]

INCB001158 https://www.calithera.com/arginase-inhibitor-incb001158/

[E_L]

we were told we would get "an early peak at data from Griffin" ; the trial shows it reached the primary completion date in january. https://clinicaltrials.gov/ct2/history/NCT02874742?A=26&B=27&C=merged

[E_L]

*early 2019

[E_L]

Abbvie comes to the multiple myeloma party late / JNJ-7957

• http://www.evaluate.com/vantage/articles/news/snippets/abbvie-comes-multiple-myeloma-party-late

[E_L]

ok, so JNJ actually states "Splitting the first dose of DARZALEX over two consecutive days effectively reduced the duration of the first infusion …" https://www.jnj.com/u-s-fda-approves-darzalex-daratumumab-split-dosing-regimen

[E_L]

so if i read that correct, they do see a time gain

[gentogen]

Har dette nye fase 3 været omtalt https://clinicaltrials.gov/ct2/show/NCT03836014?term=daratumumab&draw=2&rank=72

[Solsen]

I belive second day are much easier than the first.

[JørgenVarnæs]

det tror jeg ikke gentogen - det kunne se ud til, at man tager omkostningerne ved behandling ganske seriøst

[peter12]

Godt studie for pts ! Så må man bare håbe man er på CT holdet

[troldmanden]

solsen lige præcis aftalerne med Jansen på duo er alt andet end end lukrative. Det er en cifrede royalties og er det $20 mio milestones perr stof. Den aftale er lavet i en tid hvor Genmab ikke stod sstærkt. En ny aftale i dag ville se signifikant meget anderledes ud

[troldmanden]

jeg er også enig omkring guidens. Altså at det er "normalt" man hjælper markedet med at snævre et stort spænd ind sidst på året. Det ville være let at have indsnævret til 2-2,15 mia og så opdateret på dollar og dermed indtjening. Jeg tror udgifterne er yderligere accelerert så de selv med den stigende dollar havner tæt på kanten af nedre ranges