Genmab — Januar 2018

Sukkeralf

Document Moved

(www.amgen.com)

GeorgeBest

Celgene is mulling a $10 billion bid mixed from need and hope https://www.breakingviews.com/considered-view/celgene-readies-10-bln-mix-of-need-and-hope/?SID=5a57492a2ddf9c667e2e0510&h=50e5122c8b8fc938d6b8971b8940c6eb&content_alert_status=Ready Soon&utm_source=Sailthru&utm_medium=email&utm_campaign=Apple%2C Celgene%2C Wall Street/Steinhoff%2C Carrefour Wed%2C 17 Jan 2018 20:17 mlangfield&utm_term=BV - Eikon

GeorgeBest

It could pay an eye-watering price for a firm with no approved products.

GeorgeBest

There are plenty of reasons Celgene might develop cold feet. Competition is high. Even with price tags approaching $500,000 per patient, it’s unclear whether producers can make decent margins given the need to modify each patient’s cells individually. Tweaking the immune system is also tricky, and adverse effects may limit the therapies to desperate cases.

E_L

Any thoughts on that Sukkeralf ? supplementary or competition?

E_L

Celgene is struggling... investors didn't really like the idea looking at yesterdays price drop...

E_L

NICE Final appraisal determination for those interested (haven't read it yet) - https://www.nice.org.uk/guidance/gid-ta10076/documents/final-appraisal-determination-document

Parasitism

Godmorgen - og tak for link Sukkeralf og GB

Sukkeralf

E L - offcause its competition but the Pollux data looks better

Mcjean

Bottom page 5 - i dont get it? How can the think data is unmature because people havent died yet? Maybe i misread it but look strange to me.

Mcjean

how can the new better data with 31.3 month be unmature?

Solsen

When all patients are dead the data is mature. So they think I belive.

Sukkeralf

NICE is looking very much at OS data before giving reimburcement

Mcjean

Lægefagligt er det meget komplekst og mange forbehold tages grundet "manipulation" med data gennem tiden, så kravene er store men dette virker helt skørt og meget konservativt, hvilket vel er typisk for England.

Sukkeralf

Synes deter en svær debat, for hvis der bare var penge nok, så skulle man jo bare se at komme ud over stepperne. Sådan forholder det sig bare ikke og så skal tingene kigges efter i sømmene - og NICE hører så til blandt de strengeste

Bulder

Men de får patientorganisationen på nakken, idet deres "omhyggelighed" trækker proceduren ud i uendelighed. Og så irriterer det mig, at de bliver ved med at kalde dara for et "humanised" antistof. Mere omhyggelige er de altså ikke.

gentogen

Problemet er, a tdet hele kun er baseret på MMY2002 og GEN501, altså mono enkeltarm i patienter med 3-14 tidligere behandlinger, så på den baggrund er der givetvis opnået det bedst mulige, idet argumentet har været, at der efter 3 behandlinger forud ikke findes noget bedre alternativ, hvad selv NICE har måttet indrømme, men vi er altså helt tilbage til de absolut første studier og intet andet.

E_L

I am not sure if I am correct, but I am assuming that the approval for Dara in combination with bortezomib and dexamethasone, as currently being discussed by NICE, is separate from this, and that it is still possible to get this earlier line approved if it is seen
cost effective?

anncba

Hvorfor falder genmab?

Bulder

Velcade becomes generic in EU next year, and in UK also I assume. So DVd is a rather cheap combo. They can hardly reject reimbursement on the basis of the Castor study compared with the price.