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Genmab — November 2020

Planlagt Fastgjort Låst Flyttet Genmab
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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.
    1 Reply Last reply
    0
    • 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

          1 Reply Last reply
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          • SolsenS Offline
            SolsenS Offline
            Solsen
            wrote on sidst redigeret af
            #1175

            Isnt that what the slide says ?

            1 Reply Last reply
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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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              • P Offline
                P Offline
                peter12
                wrote on sidst redigeret af
                #1177

                Novartis CEO mente Kesimpta kunne sælge mere end 1,8b$ i 2025 og blive SOC ifølge webcast
                🙂

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                • Helge_LarsenPI-redaktørH Offline
                  Helge_LarsenPI-redaktørH Offline
                  Helge_LarsenPI-redaktør
                  wrote on sidst redigeret af
                  #1178

                  God morgen. 🙂

                  1 Reply Last reply
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                  • P Offline
                    P Offline
                    Plimsoller
                    wrote on sidst redigeret af
                    #1179

                    God morgen 🙂

                    1 Reply Last reply
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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #1180

                      DnB Markets
                      Genmab - First proprietary pipeline kill
                      Today Genmab announced that it will not advance the development of enapotamab vedotin (EV), citing that the data did not meet its stringent criteria for proof-of-concept. This confirms the company’s strategy to end projects that are not efficacious enough and we believe it will be likely to also scrap DR5/DR5. Genmab’s focus is on progressing already-partnered projects. We reiterate our HOLD but have cut our target price o DKK2,320 (2,352)

                      1 Reply Last reply
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                      • G Offline
                        G Offline
                        GeorgeBest
                        wrote on sidst redigeret af
                        #1181

                        UBS also cut with DKK 50, from 2680 to 2630. Buy rating stays

                        1 Reply Last reply
                        0
                        • JørgenVarnæsJ Offline
                          JørgenVarnæsJ Offline
                          JørgenVarnæs
                          wrote on sidst redigeret af
                          #1182

                          Citi stays at 3000, keeps buy rating, says top sales for axl was usd 60m

                          1 Reply Last reply
                          0
                          • D Offline
                            D Offline
                            deleted-user
                            wrote on sidst redigeret af
                            #1183

                            Citi ef­ter Gen­mab drop­per kræft­mid­del: Over­re­ak­tion https://borsen.dk/nyheder/virksomheder/citi-efter-genmab-dropper-kraeftmiddel-overreaktion-det-var-jo-allerede-paa-vej-i-graven

                            1 Reply Last reply
                            0
                            • JørgenVarnæsJ Offline
                              JørgenVarnæsJ Offline
                              JørgenVarnæs
                              wrote on sidst redigeret af
                              #1184

                              Citi Dkk 20 per aktie

                              1 Reply Last reply
                              0
                              • M Offline
                                M Offline
                                Macabo
                                wrote on sidst redigeret af
                                #1185

                                Salgstal i Oktober i henhold til Nordea 142,1 USD eller en samlet stigning 1,2%. Der skal løbes stærkt for at nå den høje ende af guadiance

                                1 Reply Last reply
                                0
                                • JørgenVarnæsJ Offline
                                  JørgenVarnæsJ Offline
                                  JørgenVarnæs
                                  wrote on sidst redigeret af
                                  #1186

                                  142,1???

                                  1 Reply Last reply
                                  0
                                  • JørgenVarnæsJ Offline
                                    JørgenVarnæsJ Offline
                                    JørgenVarnæs
                                    wrote on sidst redigeret af
                                    #1187

                                    Vi skal da over et år tilbage for at finde det niveau

                                    1 Reply Last reply
                                    0
                                    • JørgenVarnæsJ Offline
                                      JørgenVarnæsJ Offline
                                      JørgenVarnæs
                                      wrote on sidst redigeret af
                                      #1188

                                      Mit estimat er usd 241,6m

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                                      • M Offline
                                        M Offline
                                        Macabo
                                        wrote on sidst redigeret af
                                        #1189

                                        Sikkert en sammeblanding af de 2 versioner - Darsalex faldet med 8% og fastpro steget med 18,9% - forstod heller ikke tal

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                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #1190

                                          that cna not be correct, +1.2% would be 237.4

                                          1 Reply Last reply
                                          0

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