Genmab — Januar 2018

[mobbyduck1]

JUNO er oppe med 53% i premarket og Bluebird oppe med 8%

[E_L]

a bit more on NICE from MyelomaUK https://www.myeloma.org.uk/news/daratumumab-approved-for-use-on-the-nhs-in-england-and-wales/

[Sukkeralf]

Indeed, Celgene made it a point at ASH to emphasise the speed at which the company and bluebird will be moving bb2121 forward. A pivotal trial (KarMMa) in late-stage patients will treat an initial patient this month, and the partners plan to start a Phase III trial next year in the third-line setting while simultaneously evaluating the product even further upstream, with a goal of moving into newly diagnosed patients

[E_L]

should still bring a minumum of €35mn in revenue
in the UK this year, no?

[Bulder]

mærkeligt at det er kun 4. linje og ikke 4. linje eller senere.

[E_L]

yes... but it is correct according to p10 here https://www.england.nhs.uk/wp-content/uploads/2018/01/national-cdf-list-v1.59.pdf

[Mcjean]

Maybe more than 35mn E L. If the first have open for treatment, maybe some patient can apply but i really dont know but im sure the analytics have to rise the estimate, maybe to 2.3 - 2.7?

[Mcjean]

which will happen after 4q and that should result in higher rate, around 2000 i think:-)

[Bulder]

Lyder som chikane: "Note: The use of daratumumab will be audited to confirm it is being used in
accordance with these treatment criteria (particularly in respect of lines of therapy)
and non-compliant use will be monitored and followed-up."

[E_L]

funny how that works, whatever calculation you use , we end up at 2000

[laerlingen]

super dårlig til TA, men kan man betegne udviklingen i GEN som "cup a
nd handle"?

[Mcjean]

Yep the calulator always end up at 2000, but only this year, next year its gonna be wild:-)

[E_L]

MDs possibly have an easier choice now Bulder; after 3 lines they HAVE to choose Dara, otherwise the option is gone. If it doesn't work they can still try something else

[E_L]

@ laerlingen , I would personally think the handle is a bit small compared to the cup, but it is very subjective...

[rex_pacis]

@laerlingen jeg mener det ikke, den er for kort og ujævn

[laerlingen]

øv øv..men tak

[E_L]

I don't know TrinityDelta, but his is their research on BergenBio for those interested http://www.trinitydelta.org/bergenbio . At some point they do state: "while the most advanced antibody-based product in clinical development is
Genmab’s ADC, Humax-AXL-ADC."

[Bulder]

Ja, Genmab er længst fremme i klinikken med et antistof mod axl. Bergenbio har 2, men kun i præklinik. Men hvis deres små-molekyle-hæmmere er lige så effektive, så har de fordelen af at være orale.

[Solsen]

$373.000 for en CAR-T behandling - JUNO aktionærerne kan puste ud nu og sende sorteper videre https://www.bloomberg.com/gadfly/articles/2018-01-17/celgene-needs-a-boost-but-juno-therapeutics-isn-t-it?utm_source=yahoo&utm_medium=bd&utm_campaign=headline&cmpId=yhoo.headline&yptr=yahoo

[GeorgeBest]

Bulder - hvordan gives Humax-AXL-ADC. sc eller iv?