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Genmab — November 2017

Planlagt Fastgjort Låst Flyttet Genmab
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  • S Offline
    S Offline
    Sukkeralf
    wrote on sidst redigeret af
    #2592

    Link Preview Image
    Mulig Darzalex-rival får genvej i både USA og Europa

    En CAR-T-celleterapi mod knoglemarvskræft fra amerikanske Bluebird Bio har fået særstatus fra myndighederne i både USA og EU, hvor det med tiden kan blive udfordrer til Genmabs Darzalex. Bluebird-midlet er rettet mod et biologisk mål, som det danske biotekselskab også arbejder med.

    favicon

    (medwatch.dk)

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    • O Offline
      O Offline
      OHW
      wrote on sidst redigeret af
      #2593

      Sukker, er det en seriøs konkurrent?

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      • S Offline
        S Offline
        Sukkeralf
        wrote on sidst redigeret af
        #2594

        Jeg mener det er for tidligt at sige, men at feje det af banen som Jan (og andre gør), mener jeg er en kæmpe fejl. Jan er muligvis bare loyal overfor Genmab.

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        • JørgenVarnæsJ Offline
          JørgenVarnæsJ Offline
          JørgenVarnæs
          wrote on sidst redigeret af
          #2595

          Det er i hvert fald en teknologi, der skal holdes gevaldigt øje med

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          • S Offline
            S Offline
            Sukkeralf
            wrote on sidst redigeret af
            #2596

            bb2121 er muligvis ikke så farlig, men der arbejdes overalt med at forbedre CAR-T´s dårlige egenskaber og der kastes voldsomt mange penge efter det. Eksempelv off the shelves CAR-T eller CAR-T givet flere gange i mindre doser eller CAr-T monteret med en switch, så man kan lukke ned for T-cellerne, hvis bivirkningerne bliver for store

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            • G Offline
              G Offline
              GeorgeBest
              wrote on sidst redigeret af
              #2597

              Hold da op, det lyder som artificial intelligens 😉

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              • StockBullS Offline
                StockBullS Offline
                StockBull
                wrote on sidst redigeret af
                #2598

                Her lidt fra Bryan Garnier angående CAR-T

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                • StockBullS Offline
                  StockBullS Offline
                  StockBull
                  wrote on sidst redigeret af
                  #2599

                  Two therapeutic areas came under the spotlight: CAR-T and Alzheimer.
                  Gilead’s Yescarta became the second CAR-T therapy to be approved in
                  the US. Interesting to remember that Gilead pocketed Kite pharma
                  merely six weeks before Kite’s developed drug got approved for
                  aggressive B-cell non-Hodgkin lymphoma. Despite being approved in two
                  different indications for now, commercial expansion could soon put
                  Yescarta and Novartis’s Kymriah in direct competition. With Yescarta
                  priced at $373k (i.e., $102k

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                  • StockBullS Offline
                    StockBullS Offline
                    StockBull
                    wrote on sidst redigeret af
                    #2600

                    Fra deres Oktober healthcare rapport som kan downloades via deres hjemmeside

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                    • S Offline
                      S Offline
                      Sukkeralf
                      wrote on sidst redigeret af
                      #2601

                      Og hvis eksempelvis daratumumabs peaksale på 8 milliarder består af en omsætning på 1-2 milliard i 3-4 linie, så vil der stadig være en del af dette som er i fare enten fra CAR-T BCMA, BCMA/CD3 eller BCMA ADC - dette target vil få kandidater igennem er jeg overbevist om og hvilken rolle det vil spille må tiden vise, men blankt at afvise det får betydning for Darzalex peak er lige arrogant nok.

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                      • S Offline
                        S Offline
                        Sukkeralf
                        wrote on sidst redigeret af
                        #2602

                        Muligvis er der hul igennem til solide tumorer på det tidspunkt og så henter vi det tabte den vej igennem, men jeg synes det er underligt at det får så lidt omtale og Jan ikke bliver konfronteret mere med udfordringen i fremtiden fra CAR-T

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                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #2603

                          Fully agree. Jan does not seem to realise that CAR-T has serious attention from an investor point of view. I would really like him to address this more. If he is that confident that it isnt a threat, he should be more vocal in reassuring investors of this fact

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                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #2604

                            i also don't understand why analyst di
                            d not ask him about this

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                            • S Offline
                              S Offline
                              Sukkeralf
                              wrote on sidst redigeret af
                              #2605

                              The problem is maybe that nobody knows - and as long as nobody knows hes not going to scare people off

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                              • StockBullS Offline
                                StockBullS Offline
                                StockBull
                                wrote on sidst redigeret af
                                #2606

                                Man kan også vende og dreje den og sige hvorfor skulle Bryan Garnier hæve deres Genmab target til 2072kr hvis de var bekymter for CAR-T som man må formode de er godt bekendte med.

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                                • V Offline
                                  V Offline
                                  Vitus
                                  wrote on sidst redigeret af
                                  #2607

                                  Så forsvandt stigningen, men holder trods alt fast i den fra i går...endnu !

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                                  • nohopeN Offline
                                    nohopeN Offline
                                    nohope
                                    wrote on sidst redigeret af
                                    #2608

                                    I mine øjne ligner det at nogen kendte nyheden allerede igår - og handlede på den.

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                                    • M Offline
                                      M Offline
                                      Mcjean
                                      wrote on sidst redigeret af
                                      #2609

                                      JDW say nothing because he has nothing to say! What should he possible say? If he say its absolute no threat he will lye, if he says it a good drug and will take some of there sale, he would be follish especially if he think the company is "under attack" and in danger og being bougth or ?

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                                      • S Offline
                                        S Offline
                                        Sukkeralf
                                        wrote on sidst redigeret af
                                        #2610

                                        StockBull - er BG føler sig sikre i solide tumorer og har lagt en pæn portion til peaksale her. Uanset hvad så er det svært at bruge et tal til, når du ikke kender forudsætningen for tallet

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                                        • S Offline
                                          S Offline
                                          Sukkeralf
                                          wrote on sidst redigeret af
                                          #2611

                                          Agree Mcjean - thats also why I say that we must find out how big a threat it is. But people here mostly just say what Jan says or even worse what BB says

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