Genmab — December 2014

[MadsSkjern]

...skal hen Jacob Plieth ‏@JacobEPVantage 9m9 minutes ago
Bullish doc comments re anti-CD38s in MM: potential blockbusters that should move to front line $SNY $GEN.CO $MOR $JNJ $CELG #ASH14

[investor1989]

Arzerra CLL præsentationen er lagt op nu: http://files.shareholder.com/downloads/AMDA-KPIBN/3395652340x0x798268/071E6540-55F2-4445-9590-DC97472A2E4C/ASH_PROLONG_FINAL.pdf

[120281]

Ser vel fint ud. Selvom jeg kun forstår slide 17 med konklusion.

[investor1989]

Der er ikke noget vildt i den. PFS data det mest ophidsende og dem har vi fået fø

[Solsen]

Endpoint må være nået pænt, men OS ser pt ikke meget forskellig ud. Så godt det ikke ingår i bedømmelsen.

[Solsen]

Heller ikke voldsom forbedring i tiden til næsye behandling

[Solsen]

...Næs

[Solsen]

...næste behandling

[investor1989]

spændende hvad FDA siger. om de mener det er pengene værd

[Solsen]

Det er lige det. Med mindre Neutopenia udgør et større problem end jeg er i stand til at bedømme må det vel være et "ja"

[120281]

Men vel også først imorgen der er potentiale for lækkerier.

[Solsen]

Denne bliver slået stort op ... Patients who received carfilzomib had a progression-free survival of 26.3 months, as compared with 17.6 months (P = .0001) for those who were treated with lenalidomide and dexamethasone

[Solsen]

http://www.medscape.com/viewarticle/836077?src=wnl_edit_cfna&uac=223854SK Link til Medscape

[Solsen]

Although median overall survival was not reached in either group in this interim analysis, there was a trend toward longer overall survival in the group who received carfilzomib (73.3% vs 65%; HR = 0.79; P=.018). However, the results did not cross the prespecified statistical boundary set by the statisticians when the trial s

[Solsen]

However, the results did not cross the prespecified statistical boundary set by the statisticians when the trial started (P = .005).

[Solsen]

The overall response rates for the two groups was 87.4% in the carfilzomib group, compared with 66.9% in the control arm, and a complete response or better was achieved by 31.8% vs 9.4%.

[Solsen]

På orr og specielt cr er dara bedre. Men hvorvidt forbedringen i pfs kan påvises må tiden vise. Men pæne tal for konkurrenten her.

[Solsen]

http://finance.yahoo.com/news/amgen-onyx-announce-detailed-results-160000281.html Et link alle kan komme på. Se specielt safety 7-8% døde under eller lige efter behandling.

[gentogen]

Serious adverse reactions were reported in 45 percent of patients.

[Solsen]

En helt aktuel info direkte fra ASH siger, at Dara er voldsomt eksponeret på Janssens stand .... Dejligt !