Genmab — Juni 2019

[Bulder]

A little bit further down he says: Dose attenuated VRd for high risk

[E_L]

Did you see that Rajkumar comment in the tweet i posted earlier We just completed a trial of VRd vs KRd.... We actually wanted to add a third arm with DRd. But there was no appetite for amendment among the review panels. Looks like some people want some questions to be better left unanswered.

[E_L]

Would be really interesting to know which one of the Big Pharma stopped that comparison....

[Bulder]

Review panel are doctors?

[nohope]

Der er vel stadigvæk nogen der skal betale ?

[E_L]

maybe i am too cynical, but i think the big pharma companies have a large say in what is being tried or not.... Just denying sponsoring the drugs will already kill many trials...

[nohope]

Me too ....

[E_L]

me to, is that on also being too cynical

[troldmanden]

Thats how it has always been. So absolotly no surprice there....

[troldmanden]

The one who pays deside what to be tested

[troldmanden]

Only the smaller trials driven on universities is "independen"

[nohope]

Definitely on the cynical side....

[nohope]

Nothing like age and experience to make you cynical.

[JørgenVarnæs]

Det skulle da lige være den fulde plade af bull-shit bingo, der flyder fra GEN, når det kommer til strategi

[nohope]

What is the best about Dara ? The best is that it does have some effect on MM, but it doesn´t cure the patient, it keeps him alive - so we can benefit from him for years.

[hda]

That’s cynical alright!

[Legolas23]

Er der nogen som har fundet noget om milestone. Den kan ikke være af ubetydelig størrelse, men kommer måske først når første patient i 1. linie er behandlet?

[nohope]

Well, den er med sikkerhed indregnet i Genmabs egne estimater - stor eller lille.

[Bulder]

Mener ikke der er milepæl ved godkendelse, men er ikke sikker. Derimod ved 2½ mia og igen ved 3 mia $ salg. Og de er indregnet.

[Bulder]

Eatwell: We also project daratumumab milestones of DKK 1.5 billion in 2019, which mostly relates to sales-based milestones. This includes $150 million milestone for sales exceeding $3 billion in a calendar year as well as a milestone for exceeding $2.5 billion in a calendar year.