Genmab — Januar 2020

[kkjoel]

De får 4 gange så meget plads https://patch.com/illinois/deerfield/horizon-buying-vacant-former-takeda-headquarters-deerfield

[bibob]

Oms. 147 mill inden middag er da ganske pænt.

[JKY_VH]

mon vi holder vi os i + ?

[AaBforever]

Det ved vi 17.00..;-)

[JKY_VH]

Jeg bøjer mig i støvet over din visdom:-)

[JKY_VH]

og det gjorde vi, men hold da op for en rejse vi har været på i dag.

[Bulder]

Hvad har der været af corona-nyt som kan begrunde en sådan vending. Det er jo hele markedet.

[JKY_VH]

Ikke hvad jeg har hørt, men der er jo indkaldt til endnu et møde i
WHO-regi

[GeorgeBest]

følg med i Corona nyheder her (opdateres løbende) : https://www.cnbc.com/2020/01/30/coronavirus-latest-updates.html

[JKY_VH]

tak GB

[Bulder]

Det er nok frygt for, hvad WHO siger i aften.

[JKY_VH]

Ja og måske også Trump´s skæbne

[JKY_VH]

nok ikke i rigsretten men senere.

[E_L]

"Then there’s Novartis’ cancer drug Arzerra (ofatumumab), which the company has been working to repurpose in MS. Results from clinical trials of the drug have been so impressive that a group of physicians polled by SVB Leerink late last year listed it as one of the most promising choices for treating MS, even though it has not yet been approved for that use." https://www.fiercepharma.com/pharma/biogen-s-tecfidera-holds-its-own-ms-as-competitive-and-generic-threats-loom

[E_L]

Novartis: when you look at catalysts for 2020, another full year of catalysts, major approvals including the expected approval of ofatumumab, which we filed in December and used a priority review voucher.

[E_L]

that is how they still get it approved in H1

[E_L]

Novartis AG (NVS) CEO Vasant Narasimhan on Q4 2019 Results - Earnings Call Transcript - https://seekingalpha.com/article/4319978-novartis-ag-nvs-ceo-vasant-narasimhan-on-q4-2019-results-earnings-call-transcript?part=single

[E_L]

Ofatumumab, we are very, very excited about this opportunity, and we’re getting focus to bring this product as quickly as possible to patients. We filed both in the US and the EU. And I just want to spend a moment on this, because there is a real shift happening in the marketplace about how physicians treat MS. And this leads us to believe that we have a truly unique product profile with ofatumumab.

[E_L]

What physicians tell us is that they increasingly believe that it is best to use the most efficacious therapy upfront. And if you think about ofatumumab, we offer unsurpassed efficacy of B-cell depletion.

[E_L]

If you look at the chart on the left, which we presented at our R&D Day, you will see that the Confirmed Disability Worsening data is very impressive. If you combine that with a very favorable safety profile and easy mode of administration, we’ll have an autoinjector at launch, we were really proposing a winnings first line value proposition.