Bavarian Nordic — September 2017
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Koppeaftale med USA. I udbudsmaterialet stor der en udbudssum omkring 100 mio. dollar. Jeg har set at Paul Chaplin forventer en aftale på minimum 1 mia. dollar. Hvordan hænger det sammen
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Kurt: nu kender vi jo ikke hans tidshorisont, men Sydbank anslår det til 470 mio usd over 3-4 år, idet man forhåbentligt i US ønsker aterstatte de esisterende 20 mio. doser i den nuværende flydende-frosne version af IMVAMUNE til frysetørrede doser - linkhttps://markets.sydbank.dk/PublicationsWebHandler/Sydbank.aspx?ID=0036696-048556
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Interview Archives
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Labiotech.eu (labiotech.eu)
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33,9 måneder samlet - det er vel fint
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Disse data ser meget fine ud, med mindre placebo-gruppen denne gang har performet væsentlig bedre end ved tidligere studier.
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Og det kan man desværre ikke udelukke. Men er det sandsynligt?
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Based on patients’ ratings of their pain, the effect of trialled drugs in relieving symptoms stayed the same over the 23-year period—but placebo responses rose. In 1996, patients in clinical trials reported that drugs relieved their pain by 27% more than did a placebo. But by 2013, that gap had slipped to just 9%. The phenomenon is driven by 35 US trials; among trials in Europe, Asia and elsewhere, there was no significant change in placebo reponses.The analysis is in press in the journal Pain.
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Novod siger spændende data -
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Nordea: So unless the placebo/control group ends up performing vastlydifferently than in recent trials with Xtandi and Ipilimumab, OS could be significantly increased with PROSTVAC. We are cautious in drawing too firm conclusions, but we find Dr Gulley’s presentation intriguing ahead of the final PROSTVAC ph III read-out.
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Dette må være et godt tegn, så vi kan sove roligere indtil de endelige resultater. Ingen markant reaktion på markedet. Shorterne må da blive lidt bekymrede over di
sse data
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