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Genmab — Juni 2017

Planlagt Fastgjort Låst Flyttet Genmab
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  • G Offline
    G Offline
    GeorgeBest
    wrote on sidst redigeret af
    #783

    Tak MadsSkjern. Godt for Genmab. Så håber vi endnu mere på at Merck retter blikket mod Darzalex, for at kombinere Keytruda og Darzalex i solide tumorer

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    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #784

      Can you explain why you think that JKY or GB? You believe the Dara combo would be less toxic?

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      • J Offline
        J Offline
        JKY_VH
        wrote on sidst redigeret af
        #785

        E L umiddelbart tænker jeg på 3 gode grunde: 1. få bivirkninger; 2. god performance i kombi; 3. konkurrencedygtigt på prisen.

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        • J Offline
          J Offline
          JKY_VH
          wrote on sidst redigeret af
          #786

          hvad kan man ønske sig mere?

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          • J Offline
            J Offline
            JKY_VH
            wrote on sidst redigeret af
            #787

            Når det kommer til vedligeholdelse fortsætter man udelukkende med at give Dara, hvilket også styrker priskonkurrencedygtigheden ved maintence.

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            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #788

              ok- so you think the problems are not related to Keytruda then, but to Pom or Dex?

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              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #789

                because if they are coming from Keytruda, i am not sure i want a combo with
                Dara

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                • J Offline
                  J Offline
                  JKY_VH
                  wrote on sidst redigeret af
                  #790

                  det skal der en større ånd en jeg til at svare på, men jeg kan godt se din pointe. Keytruda er uden tvivl noget giftigt stads.

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                  • J Offline
                    J Offline
                    JKY_VH
                    wrote on sidst redigeret af
                    #791

                    end

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                    • J Offline
                      J Offline
                      JKY_VH
                      wrote on sidst redigeret af
                      #792

                      pæn start på dagen i øvrigt med god back up fra A/B

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                      • MadsSkjernM Offline
                        MadsSkjernM Offline
                        MadsSkjern
                        wrote on sidst redigeret af
                        #793

                        PD1 har ikke vist effekt som mono i myelomatose, hvis der er toxicitet i kombi med imid's er det ikke en konkurrent til dara i myelomatose.

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                        • S Offline
                          S Offline
                          Sukkeralf
                          wrote on sidst redigeret af
                          #794

                          Så simpelt er det ikke MadsSkjern - alle lægemidler der godkendes i MM som ikke er i kombination med Dara er konkurrenter og vil tage en del af markedet. Sikkert ikke stor men der kommer flere og flere til, så utænkeligt at det ikke samlet set får en betydning. Og antagelserne af Daras samlede salg i MM er jo ikke af ubetydelig størrelse.

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                          • MadsSkjernM Offline
                            MadsSkjernM Offline
                            MadsSkjern
                            wrote on sidst redigeret af
                            #795

                            Aldrig simpelt, men Det vil ikke være en en betydelig konkurrent hvis det ikke kan kombineres med imids

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                            • S Offline
                              S Offline
                              Sukkeralf
                              wrote on sidst redigeret af
                              #796

                              Nej så er Keytruda færdig i MM so far

                              • enig
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                              • G Offline
                                G Offline
                                GeorgeBest
                                wrote on sidst redigeret af
                                #797

                                @EL - Keytruda not working in MM is good for Genmab. If Merck or Janssen start trials in solid tumors with Keytruda/Darzalex is good for Genmab. Now Keytruda in combo with Pomalyst was so far not safe in MM. But Keytruda has been approved in several solid tumors. So I presume it is safe there. And therefore I hope that Merck or Janssen start trials in solid tumors combining Keytruda and Darzalex. Genmab has nothing to loose. If results are bad = trials stops. If results are good = new market.

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                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #798

                                  thanks GB, good arguments

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                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #799

                                    I hope someone will ask Jan later today in the GS conference about the competitive landscape. I would like to know if he sees Car T technology as competition. I think it is too difficult to produce, too expensive and possibly too toxic. But, like Sukkeralf said above, I assume it will take some market share

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                                    • SolsenS Offline
                                      SolsenS Offline
                                      Solsen
                                      wrote on sidst redigeret af
                                      #800

                                      Citis slutkommentar til Mercks announcement: Taken together, this materially reduces downside risks to our thesis. We reiterate
                                      our bullish... Buy | Target price Dkr1,800.00

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                                      • J Offline
                                        J Offline
                                        JKY_VH
                                        wrote on sidst redigeret af
                                        #801

                                        Tak Solsen, lyder godt.

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                                        • S Offline
                                          S Offline
                                          Sukkeralf
                                          wrote on sidst redigeret af
                                          #802

                                          Jan i aften - PDUFA formentlig fredag eller mandag - salgstal onsdag i næste uge !! Mon ikke vi kan komme lidt opad på det

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