Genmab — Juni 2016
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I denne artikel fra 2012 http://www.ft.com/cms/s/2/92b07db2-ba26-11e1-84dc-00144feabdc0.html#axzz4AqDlQawN står der direkte, at Revlimid anvendes til frontline uden godkendelse og alligevel får tilskud fra forsikringsselskaberne i US, så der er fortilfælde før Dara
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I afsnit 6 i artiklen ovenfor står der "High quality global journalism requires investment. Please share this article with others using the link below, do not cut & paste the article. See our Ts&Cs and Copyright Policy for more detail. Email [email protected] to buy additional rights. http://www.ft.com/cms/s/2/92b07db2-ba26-11e1-84dc-00144feabdc0.html#ixzz4AqH2IJFb
Revlimid’s off-label use in frontline MM therapy has been adopted as standard of care, and the drug is readily reimbursed in "
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CAR-T fra Juno viser stadig stærk effekt og stærke bivirkninger http://seekingalpha.com/news/3187288-junos-car-t-candidates-continue-show-positive-results-treatment-resistant-blood-cancers?source=email_rt_mc_title&uprof=45
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OHW Målgruppen i Castor består af cirka 45.000 patienter, mens Pollux har cirka 125.000 patienter
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Deutsche Bank hæver Genmab målpris fra 1107 til 1400.
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Det vælter ind. Dejligt at se at hævningerne er så markante i forhold til de tidligere beskedne opjusteringer.
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Deutsche hæver topsalgsestimat på Darzalex I MM til 6.5bn USD. Ofatumumab subcut topsalgsestimat hæves til 1bn USD
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Bliver spændende at høre fra GS.
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Deutsche estimerer Darzalex salg i år på USD 573M og USD 900M næste år
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Fra Deutsche: Very impressive when compared with Amgen’s Kyprolis: We believe the most appropriate benchmark for the Pollux trial is the recently reported ASPIRE Phase III trial of Amgen’s Kyprolis. Although patients in ASPIRE initially look to be more heavily pretreated (median 2 prior therapies vs 1), more patients in the Pollux trial had received a prior IMID (55% vs 20%). The control arms of both trials performed similarly with a PFS of 18 months and CR rate of 19-20%. We believe the Pollux
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trial results compare favourably in quite a dramatic fashion on all endpoints, with a profoundly better benefit on PFS (HR 0.37 vs 0.69) and CR rate (43% vs 32%). The ASPIRE trial demonstrated that Kyprolis delayed progression by a median of 8 months vs Revlimid/dex. Mature Pollux results seem likely to significantly exceed this level of benefit. Importantly, Darzalex treatment also seems to come with significantly less toxicity.
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