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Genmab — April 2019

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • S Offline
    S Offline
    Sukkeralf
    wrote on sidst redigeret af
    #1220

    Do we know what the operation cost and if there are any downsides from that ?

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    • S Offline
      S Offline
      Sukkeralf
      wrote on sidst redigeret af
      #1221

      I think the rule of thump is at least 5 years to reach peak sale - but in this case if its just USA and thats an easy market it might go faster

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      • E Offline
        E Offline
        E_L
        wrote on sidst redigeret af
        #1222

        as far as i am aware there are no costs to Genmab. and you may be correct in relative fast peak sales in US, given that there really is no alternative

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        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #1223

          a bit of biotech history "The entrepreneur behind the cancer immunotherapy revolution" https://news.yahoo.com/entrepreneur-behind-cancer-immunotherapy-revolution-083047116.html

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          • SolsenS Offline
            SolsenS Offline
            Solsen
            wrote on sidst redigeret af
            #1224

            EL - to my knowledge the first three arms recruite 60 pts each and are what we awaite to se before the submission with COLUMBA. I belive its the Kyprolis arm which is now on 60 pts too.

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            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #1225

              ok, those numbers make sense. you don't think we now need to wait also for Kyprolis data before submission?

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              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #1226

                article in Cancer earlier this month "Daratumumab in multiple myeloma" https://onlinelibrary.wiley.com/doi/abs/10.1002/cncr.32065

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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #1227

                  now in full available via https://sci-hub.tw/https://doi.org/10.1002/cncr.32065

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                  • S Offline
                    S Offline
                    Sukkeralf
                    wrote on sidst redigeret af
                    #1228

                    https://www.ncbi.nlm.nih.gov/pmc/articles/PMC5933537/pdf/10.1177_2515135518763280.pdf

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #1229

                      @Sukkeralf do you still expect anything from the CD123xCD3 ? i noticed last week another 2 hospitals are 'withdrawn' in that clinical trial...

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                      • S Offline
                        S Offline
                        Sukkeralf
                        wrote on sidst redigeret af
                        #1230

                        Nope - no hopes here......but only because the clinical holds we have seen !

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                        • J Offline
                          J Offline
                          jkj
                          wrote on sidst redigeret af
                          #1231

                          http://ir.horizon-pharma.com/events/event-details/dr-r-douglass-aace-ir-tedoptic-presentation

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                          • V Offline
                            V Offline
                            Vitus
                            wrote on sidst redigeret af
                            #1232

                            Det er så nu vi må leve op til Helges titel på hans bog... lettere omskreven.... “De tålmodige investorer” -:)

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                            • J Offline
                              J Offline
                              JohnW
                              wrote on sidst redigeret af
                              #1233

                              Kunne nu godt ønske mig lidt turbo på den der RTOR.

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                              • T Offline
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                                Tandfeen-2
                                wrote on sidst redigeret af
                                #1234

                                Ja også mig. Det må være den shutdown der giver forsinkelsen. Hvornår længe varede
                                den nu? En måned ikk’?

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                                • Helge_LarsenPI-redaktørH Offline
                                  Helge_LarsenPI-redaktørH Offline
                                  Helge_LarsenPI-redaktør
                                  wrote on sidst redigeret af
                                  #1235

                                  Har lige skrevet en større analyse om tålmodig investering ind i de lange megatrends. Her har jeg Genmab med: "Med lægemidlet Darzalex mod knoglemarvskræft rammer Genmab-casen ind i en global sundhedstendens, hvor mennesker lever længere. Knoglemarvskræft opstår hyppigere med alderen og der forventes en stor stigning i antallet mennesker med den alvorlige sygdom i de næste mange år".

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                                  • Helge_LarsenPI-redaktørH Offline
                                    Helge_LarsenPI-redaktørH Offline
                                    Helge_LarsenPI-redaktør
                                    wrote on sidst redigeret af
                                    #1236

                                    Og ja Vitus...Jeg er meget tålmodig som altid. 🙂

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                                    • V Offline
                                      V Offline
                                      Vitus
                                      wrote on sidst redigeret af
                                      #1237

                                      Jeg tror på DIG Helge !

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                                      • D Offline
                                        D Offline
                                        Doublo
                                        wrote on sidst redigeret af
                                        #1238

                                        Hvad er det for en shutdown

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                                        • Helge_LarsenPI-redaktørH Offline
                                          Helge_LarsenPI-redaktørH Offline
                                          Helge_LarsenPI-redaktør
                                          wrote on sidst redigeret af
                                          #1239

                                          God morgen. 🙂

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