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Genmab — Januar 2018

Planlagt Fastgjort Låst Flyttet Genmab
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  • StockBullS Offline
    StockBullS Offline
    StockBull
    wrote on sidst redigeret af
    #2267

    Jan har vel for 2017 leveret rimlig fornuftigt Darzalex 1241 mil og guiding var 1100-1300. Ok han er god til at snakke. Men det var bedre end at vaere daarlig til at snakke. Jeg mener det er media som er med til at piske en negativ stemming op omkring genmab og det kan nu she's paa kursen

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    • StockBullS Offline
      StockBullS Offline
      StockBull
      wrote on sidst redigeret af
      #2268

      She's paa kursen

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      • StockBullS Offline
        StockBullS Offline
        StockBull
        wrote on sidst redigeret af
        #2269

        Ses paa kursen

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        • StockBullS Offline
          StockBullS Offline
          StockBull
          wrote on sidst redigeret af
          #2270

          Casen er jo saadan set fin nok samt derisket i forhold til 2016 og med de sidste 12 mdr bull marked burde kursen ligge over 1600 kr nu

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          • nohopeN Offline
            nohopeN Offline
            nohope
            wrote on sidst redigeret af
            #2271

            Nemlig, men det gør den ikke.

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            • StockBullS Offline
              StockBullS Offline
              StockBull
              wrote on sidst redigeret af
              #2272

              det er p.g.a negativ media skriverier og det udnytter shorterne. Salget er jo som guided.

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              • StockBullS Offline
                StockBullS Offline
                StockBull
                wrote on sidst redigeret af
                #2273

                De skal nok naa de 6-7 Mia usd Dara salg inden 2025 saa ca. 700 mil usd i stigning per aar kommende 7-8 aar i snit

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                • StockBullS Offline
                  StockBullS Offline
                  StockBull
                  wrote on sidst redigeret af
                  #2274

                  Det er vel ikke mindre end hvad der blev estimeret i 2016. Tvaerdigmod.

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                  • StockBullS Offline
                    StockBullS Offline
                    StockBull
                    wrote on sidst redigeret af
                    #2275

                    Og Jan snakker om meget mere i salg saa det ser vi frem til at faa mere information og
                    for

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                    • StockBullS Offline
                      StockBullS Offline
                      StockBull
                      wrote on sidst redigeret af
                      #2276

                      Og bevis for

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                      • D Offline
                        D Offline
                        DevOp
                        wrote on sidst redigeret af
                        #2277

                        Det bliver da ret svært at leake info om dara i solide, når grundlaget for sammenligning er en PD1 hæmmer vs. PD1 hæmmer + Dara. Forskellen vil jo forventeligt kun kunne ses i statistikken på response depth, OR og varigheden af response - sammenligning på enkelt eller få pts niveau giver ikke rigtig mening - og dermed ingen leaks, eller???

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                        • P Offline
                          P Offline
                          peter12
                          wrote on sidst redigeret af
                          #2278

                          Interessant artikel https://www.mdanderson.org/publications/oncolog/january-2018/immunotherapy-for-genitourinary-cancers.html

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                          • Helge_LarsenPI-redaktørH Offline
                            Helge_LarsenPI-redaktørH Offline
                            Helge_LarsenPI-redaktør
                            wrote on sidst redigeret af
                            #2279

                            God morgen. 🙂

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                            • R Offline
                              R Offline
                              rex_pacis
                              wrote on sidst redigeret af
                              #2280

                              God morgen 🙂

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                              0
                              • B Offline
                                B Offline
                                bibob
                                wrote on sidst redigeret af
                                #2281

                                God morgen. 🙂

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                                • T Offline
                                  T Offline
                                  transalp
                                  wrote on sidst redigeret af
                                  #2282

                                  go morgen 🙂

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                                  0
                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #2283

                                    Interview with Orlowski, MD Anderson Cancer Center, early january, don't think it was posted here yet - https://www.myelomacrowd.org/full-show-myelomas-future-in-2018-with-robert-z-orlowski-md-phd-md-anderson-cancer-center/

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                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #2284

                                      when talking about VMP-dara first line, he mentioned " It probably will lead to an FDA approval of daratumumab for this particular patient population who’s not transplant eligible, but it may also allow some of us to use daratumumab up front with other combinations"

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                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #2285

                                        would that even be allowed? surely they could then only use it upfront with VMP?

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                                        • BulderB Offline
                                          BulderB Offline
                                          Bulder
                                          wrote on sidst redigeret af
                                          #2286

                                          I was wondering if some docs would be tempted to simply pull out melphalan, as it is obsolete as some say.

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