Genmab — Januar 2018
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Som jeg skrev i går nu begynder processen for den nye blockbuster at tage form, stille og roligt, små pip hist og pist, der bygges op til en ny fest med enormt potentiale og når pippene bliver store nok skal analytikerne frem med kuglerammen, denne aktie er potent som en i h..........!
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Apropos RA, så kan man på Clinical Trials om 2 fase 3 studier (!) læse følgende:"Terminated (Ofatumumab IV trials in RA were prematurely terminated because GSK refocused clinical development of autoimmune indications on the subcutaneous delivery".
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The National Institute for Health and
Care Excellence (NICE) is backing NHS use of Janssen’s Darzalex via the Cancer Drugs Fund (CDF) for some adults with previously treated multiple myeloma. http://www.pharmatimes.com/news/nice_approves_cdf_funding_for_janssens_darzalex_1217463 -
Ufatteligt at Celgene vil betale 8-10 milliarder USD for Juno. Både Kite og Novartis er jo længere fremme. Også til noget der kun kan bruges i den meget sene linier! https://medwatch.dk/Medicinal___Biotek/article10210882.ece?utm_campaign=Middag&utm_content=2018-01-17 12%3A16%3A32&utm_medium=top&utm_source=Feed
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det er helt sygt, svært at forstå motivationen
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og prisen
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Nej jeg forstår det virkelig ikke. Hvis det kun er til de sene linier, er det jo en hel opskur pris. Og hvornår får de noget på markedet?
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Juno is currently recruiting for a phase 1 trial combining its BCMA-directed CAR-T therapy in combination with Revlimid, and has also just signed a licensing deal with Lilly on its myeloma CAR-T candidate. https://pharmaphorum.com/news/celgene-talks-buy-car-t-partner-juno/
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Phase 1???
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hvis de betaler omkring 10 mia USD er det præcist, hvad samtlige aktier i Genmab er værd pt. Det virker sgu da helt sygt, og som GB siger, hvornår begynder man at få skillinger i kassen, vel der kommer til at gå meget lang tid!
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