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Genmab — November 2020

Planlagt Fastgjort Låst Flyttet Genmab
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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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                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #1176

                                          maybe , I read it differently, as that they reached 95% of the prescribers /the MDs. I hope your interpretation is correct offcourse. I will try to listen to the webcast tomorrow

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