Genmab — April 2020
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God morgen
Hvis bare jeg havde for lige så mange penge i Bava, som jeg har i Genmab, i hvert fald i dag 
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SGEN nærmer sig kursmæssigt tiden før corona https://www.investors.com/news/technology/sgen-stock-rises-biotech-eyes-accelerated-approval-bladder-cancer-treatment/?src=A00220&yptr=yahoo
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some interesting facts on cervical cancer / tisotumab https://seekingalpha.com/article/4335715-agenus-time-of-coronavirus
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Dejlig kommentar fra DRs us-korrespondent om hvordan dk-virksomheder vil bliver ramt af faldende forbrug derovre (parafraseret): "dk eksport bliver ramt, men medicinalbranchen vil være en undtagelse." Joee, det er i disse tider man skal have NOVO, GEN, ZEAL og BAVA (som i parantes bemærket i løbet af de næste par år vil blive en større spiller (med egen produktion) indenfor.. Vacciner!). ATP har gjort en smart langsigtet investering
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Mon der er nyt ude?
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deals are still happening, despite corona - Fate Therapeutics Announces Worldwide Collaboration with Janssen for Novel iPSC-derived Cell-based Cancer Immunotherapies - http://www.globenewswire.com/news-release/2020/04/02/2011136/0/en/Fate-Therapeutics-Announces-Worldwide-Collaboration-with-Janssen-for-Novel-iPSC-derived-Cell-based-Cancer-Immunotherapies.html
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Det er nok derfor..:-)
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CD38 Antibody Daratumumab for the Treatment of Chronic Active Antibody-mediated Kidney Allograft Rejection https://journals.lww.com/transplantjournal/Abstract/onlinefirst/CD38_Antibody_Daratumumab_for_the_Treatment_of.95690.aspx
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Jeg er også spændt. Nogen herinde har jo mendt at ikke covid19 patienter kommer til at lide under den manglende kapacitet. men jeg har nu svært ved at tro at kræftpatienter ikke kan få deres behandling.
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Måske man vil undlade at give nye første line patienter dara/rev/dex. Så de kun får rev/dex eller bor/revdex?
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dara skal jo fortsat gives IV medens rev og bor er tabletter.
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