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Genmab — Marts 2017

Planlagt Fastgjort Låst Flyttet Genmab
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  • E Offline
    E Offline
    E_L
    wrote on sidst redigeret af
    #2112

    i am not sure we will have anything at ASCO now; i thought we could have had NHL readouts there, but since that is off the table now... Maybe something on ALCYONE ?

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    • G Offline
      G Offline
      gentogen
      wrote on sidst redigeret af
      #2113

      Volume 1068124

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      0
      • Helge_LarsenPI-redaktørH Offline
        Helge_LarsenPI-redaktørH Offline
        Helge_LarsenPI-redaktør
        wrote on sidst redigeret af
        #2114

        https://play.borsen.dk/social/58de16a045628ff817200256

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        • SolsenS Offline
          SolsenS Offline
          Solsen
          wrote on sidst redigeret af
          #2115

          In our view, this is potentially game-changing data and even though it has to be confirmed in real clinical settings and the ongoing in-human clinical trials, it bodes well for the potential combination effect of Darzalex with PD1 and PD-L1 therapy in solid tumours, particularly for lung cancer, based on these results. As already mentioned, we do not yet include sales and valuation for Darzalex in solid tumours in our model but have previously concluded that it could add up to USD 5bn (or more)

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          • SolsenS Offline
            SolsenS Offline
            Solsen
            wrote on sidst redigeret af
            #2116

            Kilde Nordea/Novod i dag....

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            • SolsenS Offline
              SolsenS Offline
              Solsen
              wrote on sidst redigeret af
              #2117

              Helt vilde data vises i hans flash fra i dag og anfører, at vi kan se de første in human data by mid-2017.

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              • J Offline
                J Offline
                JohnW
                wrote on sidst redigeret af
                #2118

                Der var godt nok dejligt nyt på sådan en trist fredag. Hvordan får med Novods flash? Kræver det at man er investeringskunde i Nordea?

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                • BulderB Offline
                  BulderB Offline
                  Bulder
                  wrote on sidst redigeret af
                  #2119

                  Skriver han hvilket studie, det drejer sig om mht data mid-2017? Tecentriq? Opdivo?

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                  • SolsenS Offline
                    SolsenS Offline
                    Solsen
                    wrote on sidst redigeret af
                    #2120

                    Nej og det er også overraskende for mig. Troede vi skulle vente til næste år.

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                    • SolsenS Offline
                      SolsenS Offline
                      Solsen
                      wrote on sidst redigeret af
                      #2121

                      Mon de har sendt noget til ASCO ?

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                      0
                      • SolsenS Offline
                        SolsenS Offline
                        Solsen
                        wrote on sidst redigeret af
                        #2122

                        Ja jeg har en konto og abonnerer på analyserne. Tror ikke det er så dyrt.

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                        • SolsenS Offline
                          SolsenS Offline
                          Solsen
                          wrote on sidst redigeret af
                          #2123

                          Data er ikke in human. Så han konkluderer selvfølgelig at det er lidt early data.

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                          • BulderB Offline
                            BulderB Offline
                            Bulder
                            wrote on sidst redigeret af
                            #2124

                            Men mid-17 data skulle være in human?

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                            • SolsenS Offline
                              SolsenS Offline
                              Solsen
                              wrote on sidst redigeret af
                              #2125

                              Citat: The first real human data should be out by mid-2017.

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                              0
                              • SolsenS Offline
                                SolsenS Offline
                                Solsen
                                wrote on sidst redigeret af
                                #2126

                                Hvis de viser samme effekt som de refererede musedata rykker kursen voldsomt.

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                                • BulderB Offline
                                  BulderB Offline
                                  Bulder
                                  wrote on sidst redigeret af
                                  #2127

                                  Tak Solsen

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                                  0
                                  • T Offline
                                    T Offline
                                    Thomas
                                    wrote on sidst redigeret af
                                    #2128

                                    Kan du fortælle mere om de data, Solsen?

                                    1 Reply Last reply
                                    0
                                    • B Offline
                                      B Offline
                                      bibob
                                      wrote on sidst redigeret af
                                      #2129

                                      Tak Solsen. Du reddede lige vores weekend. 🙂

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                                      0
                                      • B Offline
                                        B Offline
                                        bibob
                                        wrote on sidst redigeret af
                                        #2130

                                        Hvordan mon Novod er kommet i besiddelse af dem ?

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                                        • T Offline
                                          T Offline
                                          Thomas
                                          wrote on sidst redigeret af
                                          #2131

                                          Dælme en spændende nyhed. Har Novod en fod indenfor hos ledelsen eller? Synes generelt Genmab udviser en skuffende kommunikation ift data. Der har aldrig rigtig været en klar udmelding om hvornår NHL-data kom, de blev meldt ud til sidste år på et tidspunkt hvis jeg husker ret

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