Genmab — Maj 2018

[Sukkeralf]

Man kan spørge sig selv hvor meget Jan sådan lidt ved siden af har hypet dara i solide - jeg synes flere af analysehusene udmeldinger er lidt overdrevne, altså lugter lidt af for høje forventninger og lidt bitterhed.

[nohope]

1025 ? Now you are talking

[gentogen]

Som sagt bringer det hele denne gamle sag i erindring: Merck announced that it was postponing enrollment in KEYNOTE-183 and KEYNOTE-185 after an independent data monitoring committee noted an imbalance in deaths among patients with multiple myeloma assigned to combination therapy involving pembrolizumab and immunomodulatory treatment.

[pauly]

omsætningen er da fin

[nohope]

Yep, en skam man ikke får procenter. Men det er der andre der gør.

[Sukkeralf]

præcis gentogen - udfra denne har jeg i hvert fald konkluderet at PD-1 og PD-L1 ikke blev konkurrenter i MM

[gentogen]

Selv om jeg er helt enig i, at Genmab ikke er ansvarlig for markedets reaktioner på pressemeddelelsen så er problemet vel alligevel lidt det, at et problem for PD1 opfattes som et problem for Dara (se blot Bowers mærkelige udlægning). . Det kunne man godt have undgået med en lidt anden ordlyd

[Sukkeralf]

Jeg synes Bowers skriveri virker modsatrettet - forstår det ikke helt

[Helge_LarsenPI-redaktør]

Jeg ved ikke rigtig i hvilket omfang Jan har hypet Dara i fste tumorer. Syntes mere at hans primære fokus har været andet steds:https://medwatch.dk/secure/Medicinal___Biotek/article10024820.ece

[JohnW]

Testes Darzalex i kombi med andre stoffer (altså ikke PD-1) mod lungekræft?

[Sukkeralf]

nej

[JohnW]

Ok, tak.

[E_L]

I don't think that Dara in solid is completely gone (yet...)...chances are smaller offcourse, but we can not exclude Mono or other new combinations
?

[E_L]

That is why i linked to Plesners video yesterday, where he said there was a reaction from Dara in NSCLC (even though a better one in the combo)

[E_L]

I think it is to early to conclued

[E_L]

conclude

[Sukkeralf]

A biotech company with nothing else to do might keep holding on to the dream - but a biotech company with other things to do would drop the idea at least for now. The preclinical rationale didnt work - move on ! Thats my view

[Mcjean]

Not for me E L..........Fuck solid and concentrate or focus on primary goals;-)

[Sukkeralf]

Just keep focus on AXL - in my view it was worth more than dara i solid tumours before thing sad news

[Helge_LarsenPI-redaktør]

I think it is necessary to get an assessment of data and mechanisms associated with the study of small cell lung cancer before Janssen will judge Dara out
in solid tumors.