Genmab — Januar 2020

Bulder

Va faen, go'e gamle FF. der kan man se.

Bulder

Er han startet op for sig selv?

Bulder

Healthcare Specialist - var beha'r

Helge_LarsenPI-redaktør

Jeg blev også overrasket da jeg fandt indlægget på Linkedin for et øjeblik siden. Han har været et fast samtaleemne her i chatten i de år han var hos Jyske Bank.

JKY_VH

hold da op FF har set lyset. Han har åbenbart haft godt af at slippe ud af mørket i JB.

Solsen

JNJ har oplyst Halozyme, at sc-dara ikke vil påvirke dem ret meget i 2020, idet approval forventes medio 2020 og herefter skal der forhandles reimbursement/pris med landene. Så ketchub effekten må vente til 2021.

JKY_VH

men han glemte da vist at påpege den betydelige upsiderisiko

E_L

i don't understand why they can not already start to negotiate this now , when SC approval is imminent...

Solsen

Just what I heard in a cc from Halo. I belive it was at JPM.

Solsen

Royalty from teprotumumab, ofatumumab and daratumumab will accelerate earnings in 2021.

E_L

and i imagine by 2021 analysts will also start to understand that Dara treatment doesn't stop after 4 years, as many have in their models...

Solsen

I think Amyloidosis treatment will contribute to dara sales arround $7bn i 2021.

Solsen

...perhaps a little to much

E_L

.perhaps a little

Solsen

Lets say in 2022...

bibob

We can wait on that too. ;-).

gentogen

Apropos bibob 07:40 om dara og ibrutinib findes der denne artikel: "Targeting CD38 enhances the antileukemic activity of ibrutinib in chronic lymphocytic leukemia (CLL)" fra Clinical Cancer Research april 2019

gentogen

the combination of ibrutinib and daratumumab resulted in significantly enhanced anti-CLL activity in vitro and significantly decreased tumor growth and prolonged survival in the in vivo CLL xenograft model.

gentogen

Conclusions: Overall, our data demonstrate the anti-tumor mechanisms of daratumumab in CLL; furthermore, we show how co-targeting BTK and CD38 lead to a robust anti-CLL effect, which has clinical implications.