Genmab — November 2020
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Hvor meget den ekstrem hurtige udvikling af corona vacciner vil få for betydninger at hastigheden andre lægemidler udvikles i er svært at vurdere pt - i dette tilfælde kastet alt andet til siden og økonomien kender ingen grænser osv., så sådan kan det jo ikke køre generelt ! Vi ser dog stadig tildens til mere og mere aggressiv klinisk udvikling i visse tilfælde - og mon ikke man har lært et par ekstra fiduser her under corona krisen, så tingene måske igen i visse tilfælde accelereres yderligere
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Shaping the Treatment Paradigm Based on the
Current Understanding of the Pathobiology of
Multiple Myeloma: An Overview https://www.mdpi.com/2072-6694/12/11/3488 -
The Lancet - Bortezomib, thalidomide, and dexamethasone with or without daratumumab for transplantation-eligible patients with newly diagnosed multiple myeloma (CASSIOPEIA): health-related quality of life outcomes of a randomised, open-label, phase 3 trial https://www.thelancet.com/journals/lanhae/article/PIIS2352-3026(20)30356-2/fulltext
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ASH previews https://www.evaluate.com/vantage/articles/events/conferences/ash-2020-preview-novartis-touts-its-tasigna-follow https://twitter.com/UrviShahMD/status/1330382399725854720 https://twitter.com/szusmani/status/1325836427867852800 https://twitter.com/mtmdphd/status/1330894928512249856 https://twitter.com/VincentRK/status/1327357216836513792
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Artikel om epco-ræset mod Roche i børsen - https://borsen.dk/nyheder/virksomheder/genmab-rival-stiler-efter-at-levere-noget-storartet
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Roche nedtoner kapløbet
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Roche taler om at det er kræften, der er fjenden og ikke konkurrerende programmer...
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Ellers henviser Børsen til JW’s udtalelse om, at Epco’s resultater meget tidlige resultater ser stærkere ud end Roche og Regenerons - og at respons udvider sig med tiden
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Og at der til ASH kommer opdaterede resultater, der kun er 7 dag gamle
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“Vi føler os mere og mere sikre på, at vi har et molekyle, der er best-in-class”
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Så er der da varmet op
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Roche also recently downplayed the fight with Kesimpta "I think the fact is that the anti-CD 20 pathway is an excellent choice for treating MS. And so I wouldn't be surprised to see Ocrevus growing at the same time that another anti-CD 20 therapy could grow. But again, we see good demand for Ocrevus."
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Yup
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Der er ingen grund til at skynde sig ind i aktien.
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I remember somebody asking or encouraging EL for hacking news - could
there be a connection to Ritzau-gate?
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