Genmab — Januar 2018

[hda]

Er her nogen med Juno aktier? Er det i dag man sælger eller skal man hænge på? Er en klovn til at sælge aktier

[Bulder]

E L: I think I've found out. Those drugs listed on the annex of the agenda will be on the agenda two months later. In the case of Alcyone it means that it will be on the agenda on the march meeting. Which means that CHMP will publish their descision on march 23. I was right then that it was a 2 month timetable. Only had I guessed that it had started a month ago so that we would have a descision next month. But it looks like we'll have to wait until march.

[GeorgeBest]

Hidtil i år 255 + 299 + 317 + ?

[mobbyduck1]

yup

[JKY_VH]

jo hda, japanerne er kendt for et langt tilløb og et hurtigt aftræk.

[GeorgeBest]

Og så var der jo de 20 mio i rabatter i Q1 og Q2, så reelt var Q3 på 337

[E_L]

thanks Bulder, I would have never found that...

[Bulder]

If you look at the annex of the november agenda you'll find those drugs that are on the agenda now 2 month later.

[Bulder]

This means final approval by the EU commision at the end of may. A week later than US.

[E_L]

it was suggested to me that it could be a bit faster as PDUFA since it is a label extension and not a new product; any thoughts on that?

[lahn1]

Jeg tro vi ender på 1261. Vækst fra Q1-Q2-Q3 er faldende. Q1-Q2 16%, Q2-Q3 12%,så gætter på Q3-Q4 10% og 370 i salg = 1261.

[Bulder]

You're right. US pdufa is the latest. Could be ealier.

[E_L]

he was thinking late march even, we'll see. Less important for US anyway, I really wonder if it will have any US uptake. At least we can count half a year of improved european sales then.

[Bulder]

I'm at bit curious what Winkel thinks of it. Maybe they'll just avoid the melphalan. D+V+p or d.

[Bulder]

In us I mean

[E_L]

well, i am sort of wondering similar, are they keen enough to get Dara to accept the other drugs lol, hadn't though of skipping one though, that could be an option. Hope someone asks in JNJ Q&A

[Bulder]

Ny car-t med unprecedented durability of response https://myelomaresearchnews.com/2018/01/19/multiple-myeloma-phase-1-trial-car-t-cell-therapy-p-bcma-101-poseida-doses-first-patient/?utm_source=Myeloma+List&utm_campaign=9bd6b3c4f5-RSS_WEEKLY_EMAIL_CAMPAIGN&utm_medium=email&utm_term=0_14fcd0022a-9bd6b3c4f5-72491777

[Bulder]

Totalt rally i NBI. Hvis M&A er en smitsom sygdom har den da ikke ramt Genmab endnu. Nyt ord: M&A-resistens.

[royal]

Når de får lavet en universal car-t skal i bare se løjer.

[gentogen]

Ja, men indtil videre er det trods alt kun påvist i preclinical studies (så måske lidt flot at tale om 'unprecedented response'.)