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Genmab — Oktober 2016

Planlagt Fastgjort Låst Flyttet Genmab
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  • Helge_LarsenPI-redaktørH Offline
    Helge_LarsenPI-redaktørH Offline
    Helge_LarsenPI-redaktør
    wrote on sidst redigeret af
    #1490

    Tak Henry. 🙂

    1 Reply Last reply
    0
    • royalR Offline
      royalR Offline
      royal
      wrote on sidst redigeret af
      #1491

      Dara på Celgene cc: http://seekingalpha.com/article/4015936-celgene-celg-q3-2016-results-earnings-call-transcript?page=4

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      0
      • Legolas23L Offline
        Legolas23L Offline
        Legolas23
        wrote on sidst redigeret af
        #1492

        Tak for link, Royal. Med off label bør vi få en opjustering - jeg synes dog ikke salgsmilestone har været så store ? Det undrer mig en smule, hvis godkendelse for 2. linie ikke er højere ? Men kommer den må Dara som backbone være uundgåelig, hvilket bør tricke flere fonde til at gå ind pga derisk i casen ?

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        • BulderB Offline
          BulderB Offline
          Bulder
          wrote on sidst redigeret af
          #1493

          Fra Celgene cc: The REVLIMID-daratumumab data is actually really intriguing because 40 to 50 months of progression-free survival in relapsed/refractory myeloma is absolutely intriguing. It's not going to have an impact on the overall treatment sequence in pomalidomide yet likely. But I think it's going to be in a way that, especially in the U.S., REVLIMID-daratumumab is going to be quickly taken up to first-line usage, as it is such a great regimen.

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          0
          • BulderB Offline
            BulderB Offline
            Bulder
            wrote on sidst redigeret af
            #1494

            forts .. And that allows pomalidomide to then really go into the second-line space and be used immediately after. So if you have a great triplet to start with, you want have another triplet to go on with.

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            • P Offline
              P Offline
              pauly
              wrote on sidst redigeret af
              #1495

              dejlig læsning. Mange tak

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              0
              • Helge_LarsenPI-redaktørH Offline
                Helge_LarsenPI-redaktørH Offline
                Helge_LarsenPI-redaktør
                wrote on sidst redigeret af
                #1496

                God morgen og tak Bulder. Det er overbevisende stof. 🙂

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                • T Offline
                  T Offline
                  transalp
                  wrote on sidst redigeret af
                  #1497

                  Skøn læsning.. Tak Bulder.. og go morn.. 🙂

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                  • J Offline
                    J Offline
                    JKY_VH
                    wrote on sidst redigeret af
                    #1498

                    God morgen og mange tak Bulder:-)

                    1 Reply Last reply
                    0
                    • I Offline
                      I Offline
                      Igenmab
                      wrote on sidst redigeret af
                      #1499

                      God weekend. Og en god uge foran os med lidt medvind. Disclaimer: Aktieskibet er ladet med Genmab. (Quelle surprise

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                      0
                      • I Offline
                        I Offline
                        Igenmab
                        wrote on sidst redigeret af
                        #1500

                        Janssen seeks to extend DARZALEX license to benefit more multiple myeloma patients

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                        0
                        • I Offline
                          I Offline
                          Igenmab
                          wrote on sidst redigeret af
                          #1501

                          Link http://www.news-medical.net/news/20160829/Janssen-seeks-to-extend-DARZALEX-license-to-benefit-more-multiple-myeloma-patients.aspx

                          1 Reply Last reply
                          0
                          • C Offline
                            C Offline
                            cpi
                            wrote on sidst redigeret af
                            #1502

                            øh, linket er fra 29 august 🙂

                            1 Reply Last reply
                            0
                            • I Offline
                              I Offline
                              Igenmab
                              wrote on sidst redigeret af
                              #1503

                              Dælme ja. Sorry. Så ikke at det var 29.8 og ikke 29.10 🙂

                              1 Reply Last reply
                              0
                              • J Offline
                                J Offline
                                jkj
                                wrote on sidst redigeret af
                                #1504

                                Mit estimat Q3 234 mill år til dato incl Q3
                                748 mill

                                1 Reply Last reply
                                0
                                • J Offline
                                  J Offline
                                  jkj
                                  wrote on sidst redigeret af
                                  #1505

                                  mål hele året 975 - 1025 mill.

                                  1 Reply Last reply
                                  0
                                  • J Offline
                                    J Offline
                                    jkj
                                    wrote on sidst redigeret af
                                    #1506

                                    Vil blive meget overrasket hvis vi får endnu en opjustering allerede i næste uge.

                                    1 Reply Last reply
                                    0
                                    • J Offline
                                      J Offline
                                      jkj
                                      wrote on sidst redigeret af
                                      #1507

                                      men tror at de vil oplyse størrelse på milestone og varsle en mulige opjustering i år ved godkendelse af dara i anden linje.

                                      1 Reply Last reply
                                      0
                                      • BulderB Offline
                                        BulderB Offline
                                        Bulder
                                        wrote on sidst redigeret af
                                        #1508

                                        Så er du godt nok også meget optimistisk jkj.

                                        1 Reply Last reply
                                        0
                                        • BulderB Offline
                                          BulderB Offline
                                          Bulder
                                          wrote on sidst redigeret af
                                          #1509

                                          Q1 + Q2 = 209mio$, så end ikke med Q3=234 kan du nå 748mio$

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                                          0

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