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Genmab — December 2017

Planlagt Fastgjort Låst Flyttet Genmab
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  • S Offline
    S Offline
    Sibelius
    wrote on sidst redigeret af
    #1183

    ...., og derfor svært at se hvad panikken går ud på? Bluebird kan vel stige voldsomt fordi teknologien kan få meget bredere anvendelsesmulighed - ikke bare MM. Eller??

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    • DarvinD Offline
      DarvinD Offline
      Darvin
      wrote on sidst redigeret af
      #1184

      Sidste udtalelse fra Novod om c-t: .We continue to believe that the CAR-T data looks good, but also that the competition in earlier lines of MM will likely be quite limited and that CAR-T initially will also be restrained by the high cost (up to USD 1-1.5m per patient), which at least will keep the main use for the highly refractory patient population with very limited treatment options. Hence, we also still expect a significant rebound in a stock like Genmab when the CAR-T hype settles a bit

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      • BudweisB Offline
        BudweisB Offline
        Budweis
        wrote on sidst redigeret af
        #1185

        https://twitter.com/vinayprasad82/status/940254672593580032

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        • JørgenVarnæsJ Offline
          JørgenVarnæsJ Offline
          JørgenVarnæs
          wrote on sidst redigeret af
          #1186

          haha - prøv at få den igennem NICE's evalueringsmodel...

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          • SolsenS Offline
            SolsenS Offline
            Solsen
            wrote on sidst redigeret af
            #1187

            https://en.m.wikipedia.org/wiki/Dendreon Similarities

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            • JonSnowJ Offline
              JonSnowJ Offline
              JonSnow
              wrote on sidst redigeret af
              #1188

              Læser i også Novods udtalel
              se som, at han anser CAR-T som en hype?

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              • SolsenS Offline
                SolsenS Offline
                Solsen
                wrote on sidst redigeret af
                #1189

                http://files.shareholder.com/downloads/AMDA-KPIBN/3691997971x0x966333/8815E418-E24F-48D8-9137-B552120120C5/Chari_MMY1001_D-KRd.pdf 91% VGPR or better in first line. But MRD at same level as ALCYONE.

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                • SolsenS Offline
                  SolsenS Offline
                  Solsen
                  wrote on sidst redigeret af
                  #1190

                  At much lover cost !

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                  • JørgenVarnæsJ Offline
                    JørgenVarnæsJ Offline
                    JørgenVarnæs
                    wrote on sidst redigeret af
                    #1191

                    Det er svært at se car-t der

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                    • SolsenS Offline
                      SolsenS Offline
                      Solsen
                      wrote on sidst redigeret af
                      #1192

                      Mono smoldering er ikke daras styrke i mono http://files.shareholder.com/downloads/AMDA-KPIBN/3691997971x0x966352/72AB296C-DF10-4895-BFF3-302682BB24FC/Hofmeister_SMM2001_10Dec17_0947.pdf

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                      • SolsenS Offline
                        SolsenS Offline
                        Solsen
                        wrote on sidst redigeret af
                        #1193

                        Sygdommen skal måske være progressed for at dara virker. Samme issue at dara virker i gentagne behandlinger. Mon CD38 ikke er udtrykt i smoldering.

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                        • SolsenS Offline
                          SolsenS Offline
                          Solsen
                          wrote on sidst redigeret af
                          #1194

                          Det var i denne patientgruppe at Kyprolis og len-dex viste 60 % MRD

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                          • BulderB Offline
                            BulderB Offline
                            Bulder
                            wrote on sidst redigeret af
                            #1195

                            Ja, men det var først efter ASCT. Før ASCT var MRDneg 38% https://ash.confex.com/ash/2017/webprogram/Paper102714.html

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                            • SolsenS Offline
                              SolsenS Offline
                              Solsen
                              wrote on sidst redigeret af
                              #1196

                              https://clinicaltrials.gov/ct2/show/NCT03224507?cond=NCT03224507&rank=1 Ja tror at man i dette forsøg prøver at lægge dara oven på.

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                              • BulderB Offline
                                BulderB Offline
                                Bulder
                                wrote on sidst redigeret af
                                #1197

                                Det gode er at det er bekræftet, at dara har egen-effekt i smoldering. Når sc dara er i aktion kunne man let forestille sig en sc+en oral+en oral (dara-len-dex) være endnu bedre end carfil.

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                                • SolsenS Offline
                                  SolsenS Offline
                                  Solsen
                                  wrote on sidst redigeret af
                                  #1198

                                  ASCENT nåede aldrig i gang ?

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                                  • SolsenS Offline
                                    SolsenS Offline
                                    Solsen
                                    wrote on sidst redigeret af
                                    #1199

                                    Bestemt er dara ikke diskvalificeret. Men bagud på tid !

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                                    • SolsenS Offline
                                      SolsenS Offline
                                      Solsen
                                      wrote on sidst redigeret af
                                      #1200

                                      http://brianduriemd.myeloma.org/?q=us-cure-trial Her omtales disse "cure" forsøg.

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                                      • BulderB Offline
                                        BulderB Offline
                                        Bulder
                                        wrote on sidst redigeret af
                                        #1201

                                        Master-studiet er ikke smoldering men NDMM

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                                        • SolsenS Offline
                                          SolsenS Offline
                                          Solsen
                                          wrote on sidst redigeret af
                                          #1202

                                          Hvilke forsøg har JNJ så i smm. Kun et sc så vidt jeg kan se.

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