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Genmab — August 2015

Planlagt Fastgjort Låst Flyttet Genmab
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  • SolsenS Offline
    SolsenS Offline
    Solsen
    wrote on sidst redigeret af
    #1367

    I skal ikke være bange for et bud i 800 kr. Winkel har helt styr på, hvor værdifuld Genmab er.

    1 Reply Last reply
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    • royalR Offline
      royalR Offline
      royal
      wrote on sidst redigeret af
      #1368

      Max. 8 dage til FDA. Spændende uge venter.

      1 Reply Last reply
      0
      • J Offline
        J Offline
        JKY_VH
        wrote on sidst redigeret af
        #1369

        Ja heldigvis Solsen. 800 kr. matcher ikke engang Novods fairvalue her og nu.

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        • J Offline
          J Offline
          JKY_VH
          wrote on sidst redigeret af
          #1370

          Godkendelsen af Dara vil vel også udløse en opjustering af årets resultat, eller hvad?

          1 Reply Last reply
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          • royalR Offline
            royalR Offline
            royal
            wrote on sidst redigeret af
            #1371

            de skal først acceptere ansøgningen.

            1 Reply Last reply
            0
            • BulderB Offline
              BulderB Offline
              Bulder
              wrote on sidst redigeret af
              #1372

              Jeg hørte Winkel sige i børsen-interwievet, at han forventer afgørelse i begyndelsen af næste år, hvis ikke tidligere, hvis FDA speeder processen op. Så hvis der bevilges PRD en af dagene får vi vel en afgørelse inden nytår, og så kan milepælen jo godt komme med i 15-regnskabet.

              1 Reply Last reply
              0
              • J Offline
                J Offline
                JKY_VH
                wrote on sidst redigeret af
                #1373

                glimrende, det vil alt sammen bidrage til den gode fortælling om genmab.

                1 Reply Last reply
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                • BudweisB Offline
                  BudweisB Offline
                  Budweis
                  wrote on sidst redigeret af
                  #1374

                  Solsen - jeg syntes ikke der er meget spor af rygter vedr et Gilead opkøb af BMY. Er det ikke mere ren spekulation fra nogle mindre aktører?

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                  • J Offline
                    J Offline
                    Jedi
                    wrote on sidst redigeret af
                    #1375

                    Gilead BMY opkøbsrygtet har været nævnt flere gange, fx her (bemærk ca 1 år gammelt) http://seekingalpha.com/article/2457025-gilead-lets-make-a-deal men jeg har ikke set noget mere konkret end dette

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                    0
                    • G Offline
                      G Offline
                      gentogen
                      wrote on sidst redigeret af
                      #1376

                      I forbindelse med den seneste artikel i New England Journal of Medicine har tidsskriftet selv tilføjet er "editorial" kommentar om Daratumumab. De er ganske positive.http://www.nejm.org/doi/full/10.1056/NEJMe1509419

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                      • G Offline
                        G Offline
                        gentogen
                        wrote on sidst redigeret af
                        #1377

                        79% of the patients had disease that was refractory to their most recent therapy, including proteasome inhibitors and immunomodulators. The majority of patients (76%) had also undergone autologous stem-cell transplantation. In the cohort that was treated with daratumumab at a dose of 16 mg per kilogram of body weight, the overall response rate was 36%, including two patients with a complete response and two with a very good partial response

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                        • G Offline
                          G Offline
                          gentogen
                          wrote on sidst redigeret af
                          #1378

                          it is reassuring to know that we have yet one more treatment option that will contribute in an important way to improvement in outcomes in patients with myeloma.

                          1 Reply Last reply
                          0
                          • G Offline
                            G Offline
                            gentogen
                            wrote on sidst redigeret af
                            #1379

                            The single-agent activity of daratumumab, including complete responses, in this patient population is surprising and very encouraging. These results are probably due to its pleiotropic mechanisms of action against myeloma

                            1 Reply Last reply
                            0
                            • G Offline
                              G Offline
                              gentogen
                              wrote on sidst redigeret af
                              #1380

                              osv

                              1 Reply Last reply
                              0
                              • G Offline
                                G Offline
                                gentogen
                                wrote on sidst redigeret af
                                #1381

                                PS: The complete responses in the two patients in the cohort that received 16 mg per kilogram were confirmed with the use of a daratumumab interference reflex assay

                                1 Reply Last reply
                                0
                                • bongobobB Offline
                                  bongobobB Offline
                                  bongobob
                                  wrote on sidst redigeret af
                                  #1382

                                  Tak for det gentogen, interessant læsning. Det ligner en god åbning på ugen, 610 lige nu. Vi burde også høre fra FDA snart

                                  1 Reply Last reply
                                  0
                                  • J Offline
                                    J Offline
                                    JKY_VH
                                    wrote on sidst redigeret af
                                    #1383

                                    610 blev der ikke noget af, men mon ikke FDA meget snart sparker den meget højere op?

                                    1 Reply Last reply
                                    0
                                    • bongobobB Offline
                                      bongobobB Offline
                                      bongobob
                                      wrote on sidst redigeret af
                                      #1384

                                      Næ, blev snydt. Det er da nyt at den falder med de anonyme på købersiden

                                      1 Reply Last reply
                                      0
                                      • J Offline
                                        J Offline
                                        JKY_VH
                                        wrote on sidst redigeret af
                                        #1385

                                        ja, og det ser også ud til at den stiger nu.

                                        1 Reply Last reply
                                        0
                                        • J Offline
                                          J Offline
                                          JKY_VH
                                          wrote on sidst redigeret af
                                          #1386

                                          og de anonyme har tilsyneladende set lyset eller lukker shorts inden det bliver for sent.

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                                          0

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