Genmab — Maj 2015
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faktisk en gammel JV anbefaling. Italiensk barolo... fra phillipson wine
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den burde nok have ventet lidt længere før den blev åbnet, men har ikke fået investeret i en vinkælder endnu, det må Jan Winkel lige hjælpe mig med
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http://www.marketwatch.com/story/the-stocks-to-own-for-the-biotech-buyout-frenzy-2015-05-12?page=1 lidt anbefalinger af biotech, og hvorfor opkøbene kommer til at fortsætte
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Elutuzumab phase III misser primært endpoint så vidt jeg kan se
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http://abstracts.asco.org/156/AbstView_156_147696.html TF er for tidlig at konkludere på. Men ingen koagulations issue !
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http://abstracts.asco.org/156/AbstView_156_144025.html det var HR jeg kiggede . Det var forkert
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Men syntes ikke data er særlig gode. PFS ca. 19 måneder for ELD mod 14 for LD alene
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men stadig meget høj hasard ratio for Elotuzumab både med revlimid og i velcade studiet. Jeg er ikke omponeret af Elo
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Elo med velcade: http://abstracts.asco.org/156/AbstView_156_144027.html ikke det vilde heller
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