Genmab — November 2017

[Bulder]

Ja, man kan hurtigt tabe en del. Jeg holdt mine tyre næsten hele vejen ned her sidst. Det kostede. Og alligevel har jeg 27% på tyrene i år mod nul og niks på de ordinære.

[Bulder]

Og så er dagens stigning ikke indregnet

[gentogen]

A Study of JNJ-63723283, an Anti-programmed Death-1 Monoclonal Antibody, Administered in Combination With Daratumumab, Compared With Daratumumab Alone in Participants With Relapsed or Refractory Multiple Myeloma

[gentogen]

ClinicalTrials.gov

(clinicaltrials.gov)

[gentogen]

Estimated Enrollment: 386!

[Bulder]

Hm - eneste amerikanske lokation er withdrawn - de er nok bange for PD-1

[jasspinner]

Redirecting

(www-4--traders-com.cdn.ampproject.org)

[Bulder]

Vi har stort set ikke snakket om andet hele dagen jasspinner -

[jasspinner]

Sorry....

[bibob]

Access denied | www.fiercebiotech.com used Cloudflare to restrict access | www.fiercebiotech.com | Cloudflare

(www.fiercebiotech.com)

[Bulder]

vedr. JnJ PD-1+dara: De regner med de første data allerede til marts! https://www.clinicaltrials.gov/ct2/show/study/NCT03357952?term=daratumumab+pd-1&rank=1#contacts

[StockBull]

NBI rykker. Nu oppe med 1.5%

[Solsen]

Det var underligt Bulder. De annoncerer studiet i dag. De rekrutterer allerede og data efter 4 mdr ?

[E_L]

what a machine this JNJ, testing their own Anti-PD-1 . In Belgium already recruiting. They will add more hospitals to get to 386 i would think, possibly also in US?

[Solsen]

A phase 1 which will turn into pivotal study if results are good in march/april 2018.

[E_L]

that is 4/5 months of data, will that be enough you think?

[Solsen]

Obviously

[E_L]

puts JNJ in a nice position if they get this approved, they can price the PD-1+dara combo competitively to win business, putting any discount on the dara part offcourse to save on royalty

[Solsen]

Dont think Genmab will approve that strategy.

[E_L]

dont think Genmab will have a choice really, do they? JNJ sets the price? Do you think they have a minimum price set in a contract or something?