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Genmab — November 2020

Planlagt Fastgjort Låst Flyttet Genmab
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  • P Offline
    P Offline
    Plimsoller
    wrote on sidst redigeret af
    #1156

    Fail fast. Det står på forreste side af enhver bog om innovation, så det er da udmærket at komme af med den og koncentrere sig om de midler der har potentiale.

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    • D Offline
      D Offline
      deleted-user
      wrote on sidst redigeret af
      #1157

      Fra finans.dk "Nyheden er utvivlsomt negativt for det danske biotekselskab, der her frem mod lukketid er nede med mere end 3 pct. i kølvandet på meddelelsen"

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      • E Offline
        E Offline
        E_L
        wrote on sidst redigeret af
        #1158

        it was trading at 2223 when the news broke and closed 13dkk lower lol

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        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #1159

          Novartis presentation with some interesting Kesimpta pages (90-100) https://www.novartis.com/sites/www.novartis.com/files/meet-novartis-management-2020-presentation.pdf

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          • SolsenS Offline
            SolsenS Offline
            Solsen
            wrote on sidst redigeret af
            #1160

            5,2% NBRx share after 10 weeks....

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            • SolsenS Offline
              SolsenS Offline
              Solsen
              wrote on sidst redigeret af
              #1161

              Side 92

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              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #1162

                after 8 weeks, in the Q3 presentation , this was 2.5%......... https://www.novartis.com/sites/www.novartis.com/files/q3-2020-investor-presentation.pdf
                p27

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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #1163

                  haha, who knows

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                  • SolsenS Offline
                    SolsenS Offline
                    Solsen
                    wrote on sidst redigeret af
                    #1164

                    6000 prescripstions - ligner det ikke noget voldsomt !

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                    • S Offline
                      S Offline
                      Sukkeralf
                      wrote on sidst redigeret af
                      #1165

                      Just a moment...

                      favicon

                      (www.firstwordpharma.com)

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                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #1166

                        are you sure that means 6,000 prescriptions @Solsen ?

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                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #1167

                          seems like a lot...

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                          • P Offline
                            P Offline
                            peter12
                            wrote on sidst redigeret af
                            #1168

                            But is still for free ?

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                            • G Offline
                              G Offline
                              GeorgeBest
                              wrote on sidst redigeret af
                              #1169

                              Maybe, but I presume when the patient has started with Kesimpta, he will not change to Ocrevus, when Novartis start to charge?

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                              • P Offline
                                P Offline
                                peter12
                                wrote on sidst redigeret af
                                #1170

                                Makes sense

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                                • Helge_LarsenPI-redaktørH Offline
                                  Helge_LarsenPI-redaktørH Offline
                                  Helge_LarsenPI-redaktør
                                  wrote on sidst redigeret af
                                  #1171

                                  Det danske biotekselskab Genmab har valgt at droppe udviklingen af de potentielle cancermiddel Enapotamab Vedotin til behandling af solide tumorer, da udvidede forsøg med forskellige doser af midlet i et studie ikke forbedrede den kliniske effekt i forhold til tidligere test.

                                  Det oplyser Genmab i en meddelelse.

                                  • Således mødte data fra den udvidede kohorte ikke Genmabs stringente kriterier for proof-of-concept, hedder det i meldingen.
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                                  • Helge_LarsenPI-redaktørH Offline
                                    Helge_LarsenPI-redaktørH Offline
                                    Helge_LarsenPI-redaktør
                                    wrote on sidst redigeret af
                                    #1172

                                    En ”kohorte” er den patientgruppe, som deltager i et forsøg.

                                    Genmab vil i stedet omdirigere ressourcerne fra Enapotamab Vedotin til øvrige prioriteter, herunder til de andre af Genmabs næste generation af mulige antistofbehandlinger, oplyses det.

                                    /ritzau/FINANS

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                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #1173

                                      Sep19 Roche stated they had treated 120,000 patients with Ocrevus, Sep20 that was 170,000, so that is 50,000 new in a year, or roughly just under 10,000 in 10 weeks. Worldwide.

                                      Link Preview Image
                                      Genentech: Press Releases | Thursday, Sep 10, 2020

                                      Discover the latest news about our company, our products, our policies, and our people.

                                      favicon

                                      (www.gene.com)

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                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #1174

                                        So if I assume half of that , 5,000 is US, 6,000 seems a lot for Kesimpta start. If my thinking is correct

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                                        • SolsenS Offline
                                          SolsenS Offline
                                          Solsen
                                          wrote on sidst redigeret af
                                          #1175

                                          Isnt that what the slide says ?

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