Genmab — Februar 2019
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Helt enig Bulder 09.55 om
igen SB
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Hvis TV og Ena viser gode resultater skal kursen i hvert fald meget længere op for at undgå et (for lavt) take over. 50% og 100% ejerskab er noget som "de store" ville kunne forstå.
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Hvordan ser nyheds
flow ud for 2019? -
Tja - om vi når 2.300 eller +3.000 på de fire år, så bliver det rundt tegnet mellem 22 og 30 pct i forrentning pr år. Hvem vil ikke lægge sine inv i den kurv ?
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Bedre end de sidste par år Tandfeen. Vi får casen konfirmeret. Mht Dara får vi bl.a. MAIA, SC og så får vi OFA i Sclerose, Tiso komplet og formentlig ansøgning, Enapotamab resultat, Dr5/Dr5, CD3XCD20, lovet 3 nye IND O.S.V Det bliver spændende lige fra foråret
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this dara -ninlaro trial from Suspended to Recruiting -again . still expected to be completed in april https://clinicaltrials.gov/ct2/history/NCT03012880?A=9&B=10&C=merged
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the Oncopeptides 2018 report contained a few interesting referrals to Dara.
https://www.google.nl/url?sa=t&rct=j&q=&esrc=s&source=web&cd=55&ved=2ahUKEwiWy4iU7tHgAhXhMewKHQ-2AYgQFjA2egQIJhAC&url=https%3A%2F%2Fwww.oncopeptides.se%2Fen%2Fwp-content%2Fuploads%2Fsites%2F2%2F2019%2F02%2Foncopeptides-year-end-report-2018-190222.pdf&usg=AOvVaw3Qrn-FuyWSj10A1bH4jzMf -
Vedr. nyhedsflow: Vi kan også forvente Griffin-data her i H1. Der var primary completion 25. januar, så data kan komme når som helst. M.h.t. tidsplan så ser jeg Maia RTOR marts/april. Columba(sc) april/maj. Asclepios (ofa rms) i juli og hvis TV i LMHK færdigrekrutteres i april får vi data i november og ansøgning i beg. af 2020.
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First of all, RTOR filing. What I can say is that Janssen is right now filing in different parts -- pieces, the filing to speed up the process, and we think that by next month, that most of the components will be in at the FDA, and then it depends on how quickly the FDA can make up their decision to combi the label
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So it could be very rapid. That's probably all I can say about it. And apparently, it's a pretty big file, what I understand from our colleagues at Janssen. But I cannot go into details on how this filing is different from the other Phase III trials, James.
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