Genmab — November 2019
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Det kan ikke komme bag på nogen - ikke engang markedet - at genmab går efter 50-50 aftaler. Hvis ash viser det imødesete poc for cd3xcd20 vil det nye år formentlig bringe en sådan aftale. Jeg kan ikke se andet end at det vil blive vel modtaget, selv om genmab kommer til at bruge en væsentlig del af sine kontanter til at føre stoffet videre.
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Der kan jo ligeså godt blive til +10% som det kan blive -10% resten af året.
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maybe the full article clarifies a bit
http://sci-hub.tw/https://www.tandfonline.com/doi/abs/10.1080/2162402X.2019.1648171?journalCode=koni20 . Or maybe not.
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Sukker, hvad mener du om den bispecifikke car-t - bcma x cd38. Jacob Plieth nævner den ikke. Men Usmani er begejstret. https://ash.confex.com/ash/2019/webprogram/Paper130340.html
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