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Genmab — November 2020

Planlagt Fastgjort Låst Flyttet Genmab
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  • BulderB Offline
    BulderB Offline
    Bulder
    wrote on sidst redigeret af
    #1155

    synes man kunne fornemme på lukauk, at der nok ikke bliver mere ud af den sag.

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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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