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Genmab — Januar 2020

Planlagt Fastgjort Låst Flyttet Genmab
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  • E Offline
    E Offline
    E_L
    wrote on sidst redigeret af
    #755

    sanofi terminated trial of Isatuximab in Lymphoblastic Leukemia https://clinicaltrials.gov/ct2/show/NCT02999633?term=genmab+OR+daratumumab+OR+darzalex+OR+ofatumumab+OR+Teprotumumab+OR+Tisotumab+OR+camidanlumab+OR+Enapotamab+OR+ADCT-301+OR+duobody&lupd_s=01%2F17%2F2020&draw=2&rank=5

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    • Helge_LarsenPI-redaktørH Offline
      Helge_LarsenPI-redaktørH Offline
      Helge_LarsenPI-redaktør
      wrote on sidst redigeret af
      #756

      Just a moment...

      favicon

      (www.proinvestor.com)

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      0
      • BulderB Offline
        BulderB Offline
        Bulder
        wrote on sidst redigeret af
        #757

        Thx E L. So $100 - 150 mil at 4 Bn is a possibility.

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        • SolsenS Offline
          SolsenS Offline
          Solsen
          wrote on sidst redigeret af
          #758

          I think some milestones are left for approval i other indications. Not much left for sales. Not sure Reuters got it right.

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          • BulderB Offline
            BulderB Offline
            Bulder
            wrote on sidst redigeret af
            #759

            Don't blame Reuters - it was Ritzau.

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            • SolsenS Offline
              SolsenS Offline
              Solsen
              wrote on sidst redigeret af
              #760

              Ok sorry

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              • G Offline
                G Offline
                gentogen
                wrote on sidst redigeret af
                #761

                Hvad jeg forsøgte at sige var at man vel godt kan forestille sig at Genmab ved 4B vil modtage en salgsmilestone på 5% (som de fleste andre har været) . Enten af de 3 eller af alle 4. Det er jo vel engangsbegivenheder så det vil kun være 'fair' og ikke bringe årets procent totalt i nærheden af 40 men blot svare til det hidtidige

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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #762

                  i would imagine we will get something in MM for the SC approval, line extensions , maybe country specific and possibly for other indications

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                  • H Offline
                    H Offline
                    Hamming
                    wrote on sidst redigeret af
                    #763

                    Access Denied

                    favicon

                    (www.cnbc.com)

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                    • H Offline
                      H Offline
                      Hamming
                      wrote on sidst redigeret af
                      #764

                      Lidt perspektiv på MogA fra Pfizer CEO.

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                      • S Offline
                        S Offline
                        Sukkeralf
                        wrote on sidst redigeret af
                        #765

                        Ohad Hammers syn på BsAb vs CAR-T

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                        0
                        • S Offline
                          S Offline
                          Sukkeralf
                          wrote on sidst redigeret af
                          #766

                          http://www.orf-blog.com/bracing-for-a-hematology-faceoff-cars-vs-bispecifics/

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                          • BulderB Offline
                            BulderB Offline
                            Bulder
                            wrote on sidst redigeret af
                            #767

                            Tak for den, Sukker. I betragtning af hans skepsis vedr bsAbs i solide tumorer, bliver det da spændende hvad det bliver til med de to BioNtec duobodies i solide.

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                            • S Offline
                              S Offline
                              Sukkeralf
                              wrote on sidst redigeret af
                              #768

                              Fra Q4 2018: So compared to the total license agreement, $1.015 billion, that would mean that we've got $444 million to come still within that program. As I said originally, those are split between multiple myeloma milesto
                              nes, nonmultiple myeloma milestones and sales hurdle milestones.

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                              • S Offline
                                S Offline
                                Sukkeralf
                                wrote on sidst redigeret af
                                #769

                                ikke at man bliver super meget klogere af det, men da det er begrænset hvad der indtil videre er i givet udenfor MM, så tror jeg størstedelen af de resterende er udenfor MM

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                                • S Offline
                                  S Offline
                                  Sukkeralf
                                  wrote on sidst redigeret af
                                  #770

                                  Ja Bulder solide er svære uanset om det er BsAbs eller andet - omvendt så er potentialet stort hvis det lykkes.

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                                  • J Offline
                                    J Offline
                                    JKY_VH
                                    wrote on sidst redigeret af
                                    #771

                                    Den tavse dansker løfter til 1315 fra 1298 og stadig hold og god morgen:-)

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                                    • S Offline
                                      S Offline
                                      Sukkeralf
                                      wrote on sidst redigeret af
                                      #772

                                      Har han nogen kommentar til om guidance nåes?

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                                      0
                                      • J Offline
                                        J Offline
                                        JKY_VH
                                        wrote on sidst redigeret af
                                        #773

                                        Nej, han har, så vidt jeg lige kan se, kun ændret sit "generøse" kursmål 🙂

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                                        • J Offline
                                          J Offline
                                          JKY_VH
                                          wrote on sidst redigeret af
                                          #774

                                          Det er korrekt Pensionisten. Hold anbefalingen har været gældende siden den foreløbige "skuffelse" i solide.

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