Skip to content
  • Debatforum
  • Seneste
  • Populære
  • Bruger
Temaer
  • Light
  • Dark

Kollaps
FORSIDEN
Log ind Opret konto

Genmab — April 2018

Planlagt Fastgjort Låst Flyttet Genmab
1.4k Indlæg 1 Posters 0 Visninger
  • Ældste til nyeste
  • Nyeste til ældste
  • Most Votes
Svar
  • Svar som emne
Login for at svare
Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • R Offline
    R Offline
    rex_pacis
    wrote on sidst redigeret af
    #181

    Jeg venter også data fra solide i Q3, men det er vel ikke sikkert at det kommer der, måske må vi vente længere. Har jeg ikke ret?

    1 Reply Last reply
    0
    • BulderB Offline
      BulderB Offline
      Bulder
      wrote on sidst redigeret af
      #182

      Der er en lille chance for BMS-data på asco. "there could be upside surprises" sagde Winkel på CC, men det mest sandsynlige er nok ESMO i september. Gælder formentlig også TV og AXL

      1 Reply Last reply
      0
      • BulderB Offline
        BulderB Offline
        Bulder
        wrote on sidst redigeret af
        #183

        Ang. dara-atezo i NSCLC fastholder han stædigt 2. halvår. Men studiet har primary completion date 25. juli. Og det er mit indtryk at der flere gange er luftet mulighed for tidligt i H2.

        1 Reply Last reply
        0
        • BulderB Offline
          BulderB Offline
          Bulder
          wrote on sidst redigeret af
          #184

          Vedr. asco bliver vi lidt klogere d. 25. april når abstract-titler offentliggøres.

          1 Reply Last reply
          0
          • BulderB Offline
            BulderB Offline
            Bulder
            wrote on sidst redigeret af
            #185

            Av, "selvrisiko" (co-payment) på 80 - 100.000 $ for patienter i Medicare for Car-t Kymriah og Yescarta. Og så er det kun out patient segmentet. http://www.businessinsider.com/r-us-medicare-sets-outpatient-rate-for-yescarta-reimbursement-2018-4?r=UK&IR=T&IR=T

            1 Reply Last reply
            0
            • P Offline
              P Offline
              pauly
              wrote on sidst redigeret af
              #186

              nbi minus 3% 😕

              1 Reply Last reply
              0
              • Helge_LarsenPI-redaktørH Offline
                Helge_LarsenPI-redaktørH Offline
                Helge_LarsenPI-redaktør
                wrote on sidst redigeret af
                #187

                God morgen. 🙂

                1 Reply Last reply
                0
                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #188

                  New trial: Short Course Daratumumab in Patients With Multiple Myeloma - https://clinicaltrials.gov/ct2/show/NCT03490344

                  1 Reply Last reply
                  0
                  • J Offline
                    J Offline
                    Jazzz
                    wrote on sidst redigeret af
                    #189

                    Er der nogen der har en ide om, hvad de forskellige analytikere vurdere Genmabs pipeline til at være værd? Jeg mener, har man med et gennemsnit target på ca 1400 kun medregnet potentialet i de markedsførte produkter, eller medregner man et lille potentiale i pipeline?

                    1 Reply Last reply
                    0
                    • M Offline
                      M Offline
                      Mayflower
                      wrote on sidst redigeret af
                      #190

                      Man laver sædvanligvis en SOTP analyse, hvor hvert element vurderes med en tilhørende sandsynlighed for at det lykkes og et medfølgende topsalg.

                      1 Reply Last reply
                      0
                      • M Offline
                        M Offline
                        Mayflower
                        wrote on sidst redigeret af
                        #191

                        more or less

                        1 Reply Last reply
                        0
                        • J Offline
                          J Offline
                          Jazzz
                          wrote on sidst redigeret af
                          #192

                          Ok.. tak!

                          1 Reply Last reply
                          0
                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #193

                            My understanding is that most analysts have very little value attributed to the pipeline (if any at all) and some stated they will need to upgrade in the case of clinical success

                            1 Reply Last reply
                            0
                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #194

                              "Incyte's stock plunges, Merck shares fall after disappointing study results of melanoma treatment " Incyte's stock plunges, Merck shares fall after disappointing study results of melanoma treatment - http://www.mrknewsroom.com/news-release/oncology/incyte-and-merck-provide-update-phase-3-study-epacadostat-0

                              1 Reply Last reply
                              0
                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #195

                                not sure if anyone saw this as Dara competition

                                1 Reply Last reply
                                0
                                • BulderB Offline
                                  BulderB Offline
                                  Bulder
                                  wrote on sidst redigeret af
                                  #196

                                  Hardly. I don't think there are any studies og dara in melanoma ongoing. So not in this particular indication. But epacadostat is being tested with nivolumab in different solid cancers. Thus competition might arise in other indications. https://en.wikipedia.org/wiki/Epacadostat https://www.clinicaltrials.gov/ct2/results?cond=&term=nivolumab+epacadostat&cntry=&state=&city=&dist=&Search=Search

                                  1 Reply Last reply
                                  0
                                  • BulderB Offline
                                    BulderB Offline
                                    Bulder
                                    wrote on sidst redigeret af
                                    #197

                                    of

                                    1 Reply Last reply
                                    0
                                    • S Offline
                                      S Offline
                                      Sukkeralf
                                      wrote on sidst redigeret af
                                      #198

                                      Could have been on longer terms - but also a reminder of how hard it is to get combinations that work in the IO space

                                      1 Reply Last reply
                                      0
                                      • S Offline
                                        S Offline
                                        Sukkeralf
                                        wrote on sidst redigeret af
                                        #199

                                        and hence not get to excited before we have seen clinical data with Dara

                                        1 Reply Last reply
                                        0
                                        • BulderB Offline
                                          BulderB Offline
                                          Bulder
                                          wrote on sidst redigeret af
                                          #200

                                          Xactly. They could fail as well

                                          1 Reply Last reply
                                          0

                                          Hello! It looks like you're interested in this conversation, but you don't have an account yet.

                                          Getting fed up of having to scroll through the same posts each visit? When you register for an account, you'll always come back to exactly where you were before, and choose to be notified of new replies (either via email, or push notification). You'll also be able to save bookmarks and upvote posts to show your appreciation to other community members.

                                          With your input, this post could be even better 💗

                                          Tilmeld Log ind

                                          • Log ind

                                          • Har du ikke en konto? Tilmeld

                                          • Login or register to search.
                                          • First post
                                            Last post
                                          0
                                          • Debatforum
                                          • Seneste
                                          • Populære
                                          • Bruger