Genmab — Januar 2020
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Trump har bombet mere end Irak. Folk er i panik og mon ikke vi skal se en politisk stabilitet, før man kan forholde sig med et minimum af fornuft til kursen. Den politiske uro kan vise sig at være mere giftig for de finansielle markeder end en handelskonflikt
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Man har snart set dette så mange gange, så mon ikke det hele brager op om en uge, når folk stopper med at se rødt. Det er typisk der kommer en udmelding fra Trump og så daler det kortvarrigt. Ydermere, mon ikke JP morgan havde afventet at løfte kursmålet til 1700, hvis de mente der var fare på færde?
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Vi vi lander på 2.9 eller 3.1 mia giver vel ikke den forskel på kursen nu hvor vi skriver 2020 - kursen afspejler jo allerede 2.9
Vi mene det er 2020 guiding som afgør om vi skal vidre op mod de 1800 i første omgang og det helt stort ryk bliver hvis 2021 kommer i hus inden for konsensus og der skal vi vel from mod Q3 inden vi han danne os et realistisk billed -
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Ikke helt ny, men vist nok ny her: Enapotamab vedotin, an AXL-specific antibody-drug conjugate, shows preclinical antitumor activity in non-small cell lung cancer. https://www.ncbi.nlm.nih.gov/pubmed/31600169
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EARLY Results of TOTAL Therapy 7 (TT7): High Response Rates of NEWLY Diagnosed High Risk Myeloma to Daratumumab. In TT7, we introduced Dara during all phases of therapy, including immune consolidation early post ASCT, to improve responses rate and PFS in HRMM.
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The 1-yr cumulative incidence estimates for reaching VGPR and PR were 87 and 83%, respectively. A CR or sCR was achieved in 68 and 46%. The early results of TT7 point to increased response rates of HRMM to a dara-based TT regimen with especially higher rates of CR and sCR
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if you are still interested in Ofatumumab in CLL - https://www.nature.com/articles/s41408-019-0260-2
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