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Genmab — Marts 2021

Planlagt Fastgjort Låst Flyttet Genmab
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  • E Offline
    E Offline
    E_L
    wrote on sidst redigeret af
    #667

    it will also depend on the length of the trial (determined by severity of disease/ how deadly it is); epco PhIII estimates 3yrs to completion , compare to Dara trials now some 8yrs+

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    • nohopeN Offline
      nohopeN Offline
      nohope
      wrote on sidst redigeret af
      #668

      I love that nobody assumes that Epcoritamab could fail.

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      • E Offline
        E Offline
        E_L
        wrote on sidst redigeret af
        #669

        offcourse it could fail. but i 'hope' it doesn't 😉 and results so far look promissing

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        • D Offline
          D Offline
          deleted-user
          wrote on sidst redigeret af
          #670

          I assume ....... everybody knows that term and don't want to use too energy on that part of the discussion. When you invest you can lose your investment

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          • SolsenS Offline
            SolsenS Offline
            Solsen
            wrote on sidst redigeret af
            #671

            Selvfølgelig kan analytikeren godt lave et kvalificeret estimat på hvor stor en del af omsætningen, der rammer bundlinienDet
            bliver de jo nødt til 😉

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            • troldmandenT Offline
              troldmandenT Offline
              troldmanden
              wrote on sidst redigeret af
              #672

              GB Jan HAR bekræftet 1 mio per pts. At det er det beløb man skal regne med. Han bekræftede det sidste år på PI QA

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              • troldmandenT Offline
                troldmandenT Offline
                troldmanden
                wrote on sidst redigeret af
                #673

                og jeg er bestemt ikke enig i at epcro er mere værd om 2 år end dara der på det tidspunkt nok er tæt på at være top 10 pt bedste sælgende lægemidler. Jeg er faktisk ikke sikker på om epcro bliver mere værd end dara på noget tidspunkt, idet forventningerne til dara topsalg er så meget højere

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                • G Offline
                  G Offline
                  GeorgeBest
                  wrote on sidst redigeret af
                  #674

                  Winkel har udtalt at Epcoritamab forventes at blive det mest værdifulde produkt for Genmab...

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                  • exitnuE Offline
                    exitnuE Offline
                    exitnu
                    wrote on sidst redigeret af
                    #675

                    @nohope - god pointe.

                    Clinical trial success rates by therapeutic area as of 2020: https://www.statista.com/statistics/1201162/clinical-trial-success-rates-by-therapeutic-area/

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #676

                      ha, i just read JPmorgan increased chance for epco approval to 36% on the start of the PhIII
                      😉

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                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #677

                        https://pharmaintelligence.informa.com/~/media/informa-shop-window/pharma/2020/files/article-packs/jp-morgan-2021--day-3.pdf p 48

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                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #678

                          the reason i think it is higher in this case is 1) there was a lot on interest in epco according to Jan (I don't think he was lying there) 2) Abbvie will have done due diligence (so a 2nd party due diligence) 3) initial results looked good 4) doctors enthusiasm around the conferences on the initial data

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                          • BulderB Offline
                            BulderB Offline
                            Bulder
                            wrote on sidst redigeret af
                            #679

                            That's what we are all hoping for. Succes in both epco and gen1046 will pave the way for citi's blue sky. But we all also know that there is no guarantee.

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                            • SolsenS Offline
                              SolsenS Offline
                              Solsen
                              wrote on sidst redigeret af
                              #680

                              We should not forget CD37. Think its undervalued. We have seen very robust preclinical data.

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                              • BulderB Offline
                                BulderB Offline
                                Bulder
                                wrote on sidst redigeret af
                                #681

                                Yes, and CD40

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                                • BulderB Offline
                                  BulderB Offline
                                  Bulder
                                  wrote on sidst redigeret af
                                  #682

                                  I have a Q for Winkel regarding CD40

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                                  • DarvinD Offline
                                    DarvinD Offline
                                    Darvin
                                    wrote on sidst redigeret af
                                    #683

                                    Enig GB 14.02 - han talte ikke om hvorvidt Epco som produkt skulle blive større end Dara. Kun om værdi for Genmab

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                                    • BulderB Offline
                                      BulderB Offline
                                      Bulder
                                      wrote on sidst redigeret af
                                      #684

                                      It had estimated primary completion in dec last year. But we have heard nothing.

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                                      • D Offline
                                        D Offline
                                        DevOp
                                        wrote on sidst redigeret af
                                        #685

                                        De plejer at bruge ca.3 måneder på at koge data sammen, så der må snart komme lidt topline results på gen1042

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                                        • D Offline
                                          D Offline
                                          DevOp
                                          wrote on sidst redigeret af
                                          #686

                                          Synes ikke, der var en helt vildt høj response rate på de tal, vi så i december, men er der ikke noget med, at 20% er højt i solide?

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