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Genmab — April 2018

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • S Offline
    S Offline
    Sukkeralf
    wrote on sidst redigeret af
    #1279

    Det ligner en dobbelt BB i år - så lad os få ofatumumab på banen og stjæle den ene BB

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    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #1280

      thanks Bulder. It is fascinating, but difficult...

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      • BulderB Offline
        BulderB Offline
        Bulder
        wrote on sidst redigeret af
        #1281

        Bowers har anslået i et skriv, at ofa i ms kan nå et peaksale på 3.8 mia $ (23,2 mia DKK).

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        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #1282

          that would be awesome. "Sellside consensus compiled by EvaluatePharma shows 2022 revenue of $572m for OMB157 versus a still optimistic $267m for Arzerra, and Leerink reckons ofatumumab’s MS incarnation could be generating blockbuster sales by 2026." http://www.epvantage.com/Universal/View.aspx?type=Story&id=740722&isEPVantage=yes

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          • BulderB Offline
            BulderB Offline
            Bulder
            wrote on sidst redigeret af
            #1283

            Thanks E L. Good article.

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            • P Offline
              P Offline
              pauly
              wrote on sidst redigeret af
              #1284

              God artikel der også viser os MS indikationen ikke er nem. Men er du gal det ville være dejligt hvis det lykkedes

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              • P Offline
                P Offline
                pauly
                wrote on sidst redigeret af
                #1285

                og Tak EL

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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #1286

                  thinking about the JNJs PD1 plus dara i fase 2/3 you guys discussed yesterday; Opdivo also did really well Q1. "$BMY Q1 Opdivo $1533M big beat vs. consensus of $1374M"

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                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #1287

                    easy to understand JNJ wants to rush to get part of that...

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                    • BulderB Offline
                      BulderB Offline
                      Bulder
                      wrote on sidst redigeret af
                      #1288

                      Ved vi, hvad Genmab får i royalty for ofa, og vil royalty være den samme for MS som for leukæmi?

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                      • BulderB Offline
                        BulderB Offline
                        Bulder
                        wrote on sidst redigeret af
                        #1289

                        Okay, lavt 2-cifret måske 12-15% https://finans.dk/erhverv/ECE9788226/genmab-kan-score-ny-milliardjackpot/?ctxref=ext

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                        0
                        • G Offline
                          G Offline
                          gentogen
                          wrote on sidst redigeret af
                          #1290

                          Apropos morgenens udveksling om ADCT, så var der jo faktisk indirekte indbygget en god nyhed om ADCT-301, da de udtaler, at "He also points to the progress being made with ADCT’s two lead candidates that are still firmly on course to start later-stage testing before the end of the year. "

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                          • G Offline
                            G Offline
                            gentogen
                            wrote on sidst redigeret af
                            #1291

                            Fra det tidligere link klokken 7:26

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                            • BulderB Offline
                              BulderB Offline
                              Bulder
                              wrote on sidst redigeret af
                              #1292

                              Actinium: https://www.actiniumpharma.com/news-media/press-releases/detail/257/actinium-pharmaceuticals-highlights-promising-data-from-its

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                              • G Offline
                                G Offline
                                GeorgeBest
                                wrote on sidst redigeret af
                                #1293

                                Kan vi være sikker på at ADCT-301 er et af disse lead candidates? De kan vel have andre?

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                                • BulderB Offline
                                  BulderB Offline
                                  Bulder
                                  wrote on sidst redigeret af
                                  #1294

                                  Abstract fra amr. producent af actinium: https://www.ncbi.nlm.nih.gov/pubmed/15763472

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                                  • BulderB Offline
                                    BulderB Offline
                                    Bulder
                                    wrote on sidst redigeret af
                                    #1295

                                    GB: den står øverst på listen og er længst fremme sammen med -402 http://adctherapeutics.com/

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                                    • BulderB Offline
                                      BulderB Offline
                                      Bulder
                                      wrote on sidst redigeret af
                                      #1296

                                      Mon de er begyndt at tilbagekøbe nogle af de korte bukser? Både bava og gen går fint i dag.

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                                      • G Offline
                                        G Offline
                                        GeorgeBest
                                        wrote on sidst redigeret af
                                        #1297

                                        Actimium forhøjes daras potens med 10 gange! Er det så ikke knock out til Revlimid og Velcade? Eller er de stadig nødvendige?

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                                        • G Offline
                                          G Offline
                                          GeorgeBest
                                          wrote on sidst redigeret af
                                          #1298

                                          forhøjes = forhøjer

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