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Genmab — August 2014

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • investor1989I Offline
    investor1989I Offline
    investor1989
    wrote on sidst redigeret af
    #228

    Nej de opjusterer med 25 mio. kr. mere Solsen

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    0
    • investor1989I Offline
      investor1989I Offline
      investor1989
      wrote on sidst redigeret af
      #229

      175-250 i driftsresultat nu

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      0
      • investor1989I Offline
        investor1989I Offline
        investor1989
        wrote on sidst redigeret af
        #230

        De opjusterer daramilestones med 50 mio og nedjusterer arzerra med 20 mio

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        • investor1989I Offline
          investor1989I Offline
          investor1989
          wrote on sidst redigeret af
          #231

          derfor får de +30 ekstra i resultat

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          • investor1989I Offline
            investor1989I Offline
            investor1989
            wrote on sidst redigeret af
            #232

            Og det sidste phase III studie er udsat til 2015 med Arzerra så vidt jeg kan se

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            • SolsenS Offline
              SolsenS Offline
              Solsen
              wrote on sidst redigeret af
              #233

              Ok

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              • SolsenS Offline
                SolsenS Offline
                Solsen
                wrote on sidst redigeret af
                #234

                Gad vide hvad Arzerra bliver til, hvis du allerede cutter af det forventede salg. Er GSK maskinen gået i stå.

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                • SolsenS Offline
                  SolsenS Offline
                  Solsen
                  wrote on sidst redigeret af
                  #235

                  Du...de

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                  • investor1989I Offline
                    investor1989I Offline
                    investor1989
                    wrote on sidst redigeret af
                    #236

                    Ny duobody aftale med BioNovion

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                    • investor1989I Offline
                      investor1989I Offline
                      investor1989
                      wrote on sidst redigeret af
                      #237

                      Jannsen har nu 9!! aktive duobody programmer

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                      • investor1989I Offline
                        investor1989I Offline
                        investor1989
                        wrote on sidst redigeret af
                        #238

                        og Agenus er mod checkpoints bekræfter de

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                        • investor1989I Offline
                          investor1989I Offline
                          investor1989
                          wrote on sidst redigeret af
                          #239

                          Det ser rigtig godt ud. Der er virkelig mange duobody aftaler kørende nu. Håber at en del af dem går fra forskning til licens

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                          • SolsenS Offline
                            SolsenS Offline
                            Solsen
                            wrote on sidst redigeret af
                            #240

                            Fl studiet også udsat til 2017. Her er en mega milestone en mulighed.

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                            • investor1989I Offline
                              investor1989I Offline
                              investor1989
                              wrote on sidst redigeret af
                              #241

                              De har også en hel slide til immonu-oncology og checkpoints i deres præsentation : http://files.shareholder.com/downloads/AMDA-KPIBN/3395652340x0x776315/01a9143c-6e14-4c1b-a0cc-039d25aeb486/Genmab_Q2_2014_Results.pdf

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                              • SolsenS Offline
                                SolsenS Offline
                                Solsen
                                wrote on sidst redigeret af
                                #242

                                Der har været interim på ph2 idolent nhl med "go" til følge.

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                                • investor1989I Offline
                                  investor1989I Offline
                                  investor1989
                                  wrote on sidst redigeret af
                                  #243

                                  jeps. det er gsk sponsoreret men ikke et egentligt gsk studie

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                                  • investor1989I Offline
                                    investor1989I Offline
                                    investor1989
                                    wrote on sidst redigeret af
                                    #244

                                    Og både medwatch og børsen har allerede fanget opjusteringen 😄

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                                    0
                                    • SolsenS Offline
                                      SolsenS Offline
                                      Solsen
                                      wrote on sidst redigeret af
                                      #245

                                      9 duobodies men Janssens/JNJ er godt gået. Milestones kan komme som skybrud ....

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                                      • SolsenS Offline
                                        SolsenS Offline
                                        Solsen
                                        wrote on sidst redigeret af
                                        #246

                                        Genmab kan blive hotte med deres checkpoint samarbejde....

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                                        • G Offline
                                          G Offline
                                          gentogen
                                          wrote on sidst redigeret af
                                          #247

                                          Data from the Phase III study of ofatumumab in combination with fludarabine and cyclophosphamide
                                          versus fludarabine and cyclophosphamide in relapsed CLL was also expected to be reported in 2014.
                                          The timing of the results of this study is based on a predefined number of patients in the study
                                          experiencing worsening of their disease. The timeline for reporting results for this study has been revised
                                          as patients in the study are living longer without their disease getting worse.

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