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Genmab — Maj 2018

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • E Offline
    E Offline
    E_L
    wrote on sidst redigeret af
    #1052

    It would be interesting to know now if the trial was already delayed REGARDLESS of the extra 30 patients. If not, we need to know why Janssen think 30 extra is worth delaying results by 7 months (Would a phase 3 require more patients?)

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    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #1053

      However, we have to realise, early public phase 2 results are mainly of interest for us; Janssen will have full insight anyway. If they can tweak this phase 2 a bit to kick start phase 3 as Bulder suggests they may even speed up the approval.

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      • E Offline
        E Offline
        E_L
        wrote on sidst redigeret af
        #1054

        These guys are not stupid, I am sure there is a good reason.

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        • BulderB Offline
          BulderB Offline
          Bulder
          wrote on sidst redigeret af
          #1055

          Solsen, teoretisk kunne man vel godt søge godkendelse med 120 pts, hvis data er tilstrækkeligt gode. Men det ville i så fald blive en betinget godkendelse (ligesom dara-pom-dex), hvor der under alle omstædigheder skal et fase 3 studie til.

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          • BulderB Offline
            BulderB Offline
            Bulder
            wrote on sidst redigeret af
            #1056

            E L we don't know if preliminary data regarding the 96 pts will be delayed. But as Winkel said at CC, the level of details is uncertain.

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            • BulderB Offline
              BulderB Offline
              Bulder
              wrote on sidst redigeret af
              #1057

              Nevertheless I am much more confident now than before, given the fact that Janssen is expanding the whole study. They wouldn't expand a dead cat. Smells bad. This expansion is almost as good as a read out. Surely we cannot know how good data are, but they are good enough to a continuation.

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              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #1058

                fully agree

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                • BulderB Offline
                  BulderB Offline
                  Bulder
                  wrote on sidst redigeret af
                  #1059

                  Omsætningen af GMXAY er usædvanligt høj, 113k

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                  • SolsenS Offline
                    SolsenS Offline
                    Solsen
                    wrote on sidst redigeret af
                    #1060

                    Husk ARD er 1:10

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                    • BulderB Offline
                      BulderB Offline
                      Bulder
                      wrote on sidst redigeret af
                      #1061

                      Jo, men der er vel heller ikke udstedt så mange som der er aktier?

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                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #1062

                        trading slightly higher as Danish close anyways

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                        0
                        • SolsenS Offline
                          SolsenS Offline
                          Solsen
                          wrote on sidst redigeret af
                          #1063

                          Winkel har givet udtryk for, at man har indblik i data og nu diskuterer, hvilke og hvornår data frigives. Samtidig ser vi udvidelse med 30 pts til i alt 120 pts ligeligt fordelt på to arme i forsøget. Jeg synes det lugter af pivotal trial !

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                          • T Offline
                            T Offline
                            Thomas
                            wrote on sidst redigeret af
                            #1064

                            Er det efter reglerne hvis de har indblik i nogle fornuftige data og ikke melder noget ud til markedet?

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                            • StockBullS Offline
                              StockBullS Offline
                              StockBull
                              wrote on sidst redigeret af
                              #1065

                              Morning 🙂

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                              • StockBullS Offline
                                StockBullS Offline
                                StockBull
                                wrote on sidst redigeret af
                                #1066

                                Mon ikke det bare er shorterne der har solgt en portion på GMXAY for at skabe panik. De er jo i klemme med mange shorts og man kunne godt forestille sig de har købt en portuion på GMXAY tidligere som de nu sælger for at banke kursen ned. Det kan næsten kun være en investor der står for den store omsætning

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                                • StockBullS Offline
                                  StockBullS Offline
                                  StockBull
                                  wrote on sidst redigeret af
                                  #1067

                                  @Thomas. De kan vel godt have nogle fornuftige indikationer som de nu vælger at dobbelt checke inden de meddeler til markedet

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                                  • B Offline
                                    B Offline
                                    bibob
                                    wrote on sidst redigeret af
                                    #1068

                                    God morgen. 🙂

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                                    • J Offline
                                      J Offline
                                      jkj
                                      wrote on sidst redigeret af
                                      #1069

                                      godmorgen det er fanme en misvisende overskrift.

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                                      • J Offline
                                        J Offline
                                        jkj
                                        wrote on sidst redigeret af
                                        #1070

                                        det er et flot flot tal

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                                        0
                                        • J Offline
                                          J Offline
                                          jkj
                                          wrote on sidst redigeret af
                                          #1071

                                          alt paranoia kan pakkes væk

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                                          0

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