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Genmab — November 2016

Planlagt Fastgjort Låst Flyttet Genmab
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  • J Offline
    J Offline
    JohnW
    wrote on sidst redigeret af
    #3905

    @bibob mener du at Ninlaro er godkendt i 2.linie i USA, men sælger mindre end Darzalex som hidtil kun har været godkendt i 4. linie?

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    • J Offline
      J Offline
      JohnW
      wrote on sidst redigeret af
      #3906

      Er det bedre eller dårligere end Darzalex?

      1 Reply Last reply
      0
      • R Offline
        R Offline
        Repsac
        wrote on sidst redigeret af
        #3907

        AB på købersiden og aktien i +.

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        • S Offline
          S Offline
          Sukkeralf
          wrote on sidst redigeret af
          #3908

          Ninlaro skal primært konkurrere med Velcade og Kyprolis - det er en oral proteasome inhibitor, så fordelen ligger måske mest i compliance

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          • J Offline
            J Offline
            jkj
            wrote on sidst redigeret af
            #3909

            ja de virker glubske, tegner godt.

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            • R Offline
              R Offline
              Repsac
              wrote on sidst redigeret af
              #3910

              Og DDB og Nordea kan få lidt luft.

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              • Smadsen128S Offline
                Smadsen128S Offline
                Smadsen128
                wrote on sidst redigeret af
                #3911

                Hvem er det der kriges

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                0
                • BulderB Offline
                  BulderB Offline
                  Bulder
                  wrote on sidst redigeret af
                  #3912

                  Ninlaro blev i foråret i første omgang afvis af CHMP i EU. Men er nu taget til nåde. Begrundelsen den gang var: “The CHMP considered that the data from the [TOURMALINE-MM1] study were insufficient to demonstrate a benefit of Ninlaro in the treatment of multiple myeloma. The company had proposed restricting the use of the medicine to patients whose disease is more difficult to treat and had come back after one previous treatment, and to those whose disease had come back after at least two

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                  • BulderB Offline
                    BulderB Offline
                    Bulder
                    wrote on sidst redigeret af
                    #3913

                    previous treatments. However, the data in these subgroups were not compelling enough and the rationale for assuming greater effectiveness in these patients was not clear.
                    “Therefore, the CHMP was of the opinion that, based on the currently available data, the benefits of Ninlaro did not outweigh its risks and recommended that it be refused marketing authorization.”

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                    • BulderB Offline
                      BulderB Offline
                      Bulder
                      wrote on sidst redigeret af
                      #3914

                      Mao: Ninlaro er ikke et mirakelmiddel, og udviste i Tourmaline-studiet ikke nær samme ovelegenhed som dara.

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                      0
                      • BulderB Offline
                        BulderB Offline
                        Bulder
                        wrote on sidst redigeret af
                        #3915

                        http://www.myelomabeacon.com/news/2016/05/27/myeloma-morning-early-relapse-survival-ninlaro-kyprolis-europe/

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                        • J Offline
                          J Offline
                          JohnW
                          wrote on sidst redigeret af
                          #3916

                          http://play.borsen.dk/klip/58371a8a1f5e419167e14524/per_hansen_derfor_udebliver_investorernes_bifald_til_genmab_og_novo.html - Børsen play

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                          • A Offline
                            A Offline
                            AaBforever
                            wrote on sidst redigeret af
                            #3917

                            Har lige talt med Nordea ang. Bullx3. De oplyste at der sandsynligvis vil komme til at gå måneder før de lukker op for salg igen.

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                            • R Offline
                              R Offline
                              Repsac
                              wrote on sidst redigeret af
                              #3918

                              Fik du en grund?

                              1 Reply Last reply
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                              • A Offline
                                A Offline
                                AaBforever
                                wrote on sidst redigeret af
                                #3919

                                Manglende risikoafdækning.

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                                • R Offline
                                  R Offline
                                  Repsac
                                  wrote on sidst redigeret af
                                  #3920

                                  tak.

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                                  0
                                  • R Offline
                                    R Offline
                                    Repsac
                                    wrote on sidst redigeret af
                                    #3921

                                    Det ser jeg som noget positivt.

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                                    • A Offline
                                      A Offline
                                      AaBforever
                                      wrote on sidst redigeret af
                                      #3922

                                      Samme her. De må forvente en væsentlig højere kurs fremadrettet.

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                                      • M Offline
                                        M Offline
                                        Mcjean
                                        wrote on sidst redigeret af
                                        #3923

                                        vildt

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                                        • R Offline
                                          R Offline
                                          Repsac
                                          wrote on sidst redigeret af
                                          #3924

                                          HSBC burde jo vil kunne afdække. De mener jo at den skal langt ned.

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                                          0

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