Genmab — Maj 2019
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God morgen
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Der er ikke meget andet end mine Genmab som er i plus lige nu.
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Novartis har 25 blockbustere i pipelinen og milliarder på vej til Genmab
Den schweiziske life science-kæmpe Novartis har 25 lægemiddelkandidater i sin pipeline med potentiale til at sælge for mere end 1 mia. dollar årligt, vurderer ledelsen. Blandt dem finder man en kandidat udviklet af Genmab, som kan give det danske biotekselskab årlige betalinger på over 1 mia. kr., hvis forudsigelserne holder stik.
(medwatch.dk)
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News flowet har vendt til det positive.
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Det er god suppe på et gammelt ben.
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another Novartis article https://endpts.com/one-of-the-worlds-top-rd-spenders-wants-you-to-see-what-9b-a-year-gets-you/
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and here you can download the presentation slides https://www.novartis.com/investors/event-calendar
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Doctor survey suggests 'rapid uptake' for Horizon's teprotumumab, says Jefferies Jefferies analyst David Steinberg says his survey of 25 high-volume physicians regarding the treatment landscape for thyroid eye disease indicates the potential for rapid uptake of Horizon Pharma's teprotumumab.
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The responses suggest not only high unmet need for this rare condition but also a "unanimous view" that teprotumumab is disease modifying, Steinberg tells investors in a research note. He believes the antibody could be priced at a premium to his $100,000 per treatment forecast, assuming approval in the first half of 2020. Steinberg keeps a Buy rating on Horizon Pharma with a $34 price targe
https://thefly.com/landingPageNews.php?id=2913164 -
Enapotamab Vedotin (HuMax-AXL-ADC) trial enlarged from 292 to 374 patients (extra cohorts being added i assume, as expected) https://clinicaltrials.gov/ct2/history/NCT02988817?A=12&B=13&C=merged#StudyPageTop
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Was this expected? Thats about 80 DKK more to run this ekstra cohort
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80 mill DKK
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Third Quarter Update
• September: Based on encouraging signs of early activity, one of the lung cancer cohorts in the
ongoing Phase I/II study of enapotamab vedotin will be expanded. In addition, cohorts in mixed
solid tumors and ovarian cancer are being added to the study.
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