Genmab — Januar 2018

[StockBull]

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

[nohope]

Nemlig, men det gør den ikke.

[StockBull]

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

[StockBull]

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

[StockBull]

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

[StockBull]

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

[StockBull]

Og bevis for

[DevOp]

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???

[peter12]

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

[Helge_LarsenPI-redaktør]

God morgen.

[rex_pacis]

God morgen

[bibob]

God morgen.

[transalp]

go morgen

[E_L]

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/

[E_L]

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"

[E_L]

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

[Bulder]

I was wondering if some docs would be tempted to simply pull out melphalan, as it is obsolete as some say.

[E_L]

yes, i remember you mentioning that. hopefully vdWinkel can answer. Orlowski seems to even suggest broader, but maybe i am reading to much into it

[Sukkeralf]

Im sure Jan can´t speak about off label use of any kind

[E_L]

no, i guess you are right. but I think Bulder was gonna ask him if melphalan could be pulled if i remember correct? Or would you already consider that "off lable use"?