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Genmab — April 2020

Planlagt Fastgjort Låst Flyttet Genmab
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  • S Offline
    S Offline
    Sukkeralf
    wrote on sidst redigeret af
    #693

    ASCO could be huge for Genmab this year

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    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #694

      i was wondering about that last weekend, probably a lot of various Dara regime updates? why do you think it would be huge?

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      • BulderB Offline
        BulderB Offline
        Bulder
        wrote on sidst redigeret af
        #695

        Don't forget tak-079.

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        • S Offline
          S Offline
          Sukkeralf
          wrote on sidst redigeret af
          #696

          hopefully dara in amyloidosis and if we are lucky also tisotumab vedotin and further updates on epcoritamab

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          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #697

            yes, i was thinking the same. amyloidosis would even be a disappointment if it wouldn't be there . we'll get some insight next week.

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            • S Offline
              S Offline
              Sukkeralf
              wrote on sidst redigeret af
              #698

              Hopefully updates on JNJ Duobodies - at least JNJ61186372 would be nice

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              • S Offline
                S Offline
                Sukkeralf
                wrote on sidst redigeret af
                #699

                If they are going to file this year - maybe data at ESMO is more likely

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                • BulderB Offline
                  BulderB Offline
                  Bulder
                  wrote on sidst redigeret af
                  #700

                  Ritzau: Sanofi skriver i regnskabet, at omkring halvdelen af væksten i første kvartal skyldes virusudbruddet, der har medvirket til, at distributionsled og patienter har opbygget ekstra forråd af medicin. - Kan måske få betydning for forbigående flotte salgstal for dara?

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                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #701

                    it is possible. But I can't remember JNJ mentioning it in their Q1. What do you think of 08:16, you have called for home infusion for a while...

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                    • BulderB Offline
                      BulderB Offline
                      Bulder
                      wrote on sidst redigeret af
                      #702

                      Min pointe er, at vi ikke skal falde i svime over eventuelle høje recept/salgs-tal i den kommende tid. Det kan være hamstring.

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                      • BulderB Offline
                        BulderB Offline
                        Bulder
                        wrote on sidst redigeret af
                        #703

                        Well, Winkel has ruled out home infusion. He says it has to take place in a clinic. But with sc after the first couple of infusions when observation is no longer needed, it could be a possibility. I don't know if they have home-nurses in US like we have it in DK.

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                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #704

                          i agree with you. it surprised me even more that these insurance companies were talking about IV. strange.

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                          • Legolas23L Offline
                            Legolas23L Offline
                            Legolas23
                            wrote on sidst redigeret af
                            #705

                            Darzalex SC skulle godkendes i q2. Det kunne være et godt vindue op til ASCO.

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                            • BulderB Offline
                              BulderB Offline
                              Bulder
                              wrote on sidst redigeret af
                              #706

                              Senest 12/5

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                              • BulderB Offline
                                BulderB Offline
                                Bulder
                                wrote on sidst redigeret af
                                #707

                                Hvis ikke fda er forsinket

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                                • StockBullS Offline
                                  StockBullS Offline
                                  StockBull
                                  wrote on sidst redigeret af
                                  #708

                                  Link Preview Image
                                  Johnson & Johnson finder produktionspartner til mulig coronavaccine

                                  Amerikansk kontraktproducent skal i første omgang producere en mulig coronavaccine fra Johnson & Johnson.

                                  favicon

                                  (medwatch.dk)

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                                  • G Offline
                                    G Offline
                                    GeorgeBest
                                    wrote on sidst redigeret af
                                    #709

                                    Så har AlphaValue iflg. Bloomberg 23.04.2020 ændret sin anbefaling til reduce og ny målkurs på 1687.

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                                    • S Offline
                                      S Offline
                                      Sukkeralf
                                      wrote on sidst redigeret af
                                      #710

                                      Just a moment...

                                      favicon

                                      (www.firstwordpharma.com)

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                                      • S Offline
                                        S Offline
                                        Sukkeralf
                                        wrote on sidst redigeret af
                                        #711

                                        Ocrevus is the only approved treatment for primary progressive MS with off-label use also reported in secondary progressive disease. In the short term, KOLs anticipate Novartis’ ofatumumab posing the most significant competitive threat to Roche’s drug, citing its subcutaneous formulation and faster B-cell repletion as significant advantages. Approval of ofatumumab is expected later this year.

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                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #712

                                          on that SC ; recent Novartis comment: said that roughly 40% of MS patients are treated at community centres in the US and these centres like to keep the patients in-house. Therefore they see SC as a major advantage compared to an IV formulated version with clinic/hospital visit.

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