Genmab — April 2016
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God morgen.
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Tak. Heldigvis har alle andre markeder åbent i dag.
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Data er netop ikke kendte endnu. Det eneste kendte er hvad der stod i børsmeddelelsen, og der er meget mere. Og alverdens øjne er rettet mod ASCO. Vigtigt er også at Castor kom med efter deadline og at ASCO udnævner studiet to have the highest scientific merit and greatest potential impact on patient care.
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Ved ikke om linket har været posted tidligere, men her diskutere og forklarer mmbeacon HR tallet på 0,39 i castor som vi debatterede i torsdags - http://www.myelomabeacon.com/news/2016/04/23/myeloma-morning-darzalex-castor-results-treanda-transplantation/
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Det fremgår helt klart, hvorfor castor data er sindssygt gode
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"So, Kyprolis and Empliciti reduced the risk of disease progression by about 30 percent, while Darzalex reduced the risk of progression by about 60 percent.
That difference on disease progression is why Darzalex is being viewed as having such significant activity as a multiple myeloma therapy".
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Tusinde tak for link dingle.
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Endnu et bevis på man bliver nødt til at beholde Genmab 5 - 10 år mere. Peak sales på 7 milliarder USD er alt alt for konservative
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