Genmab — Maj 2018
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Tak JKY_VH
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Det er overskrifter som denne, der får menig mand til at blive meget nervøs...https://seekingalpha.com/news/3359952
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the ph2 "Study to Evaluate Subcutaneous Daratumumab in Combination With Standard Multiple Myeloma Treatment Regimens" started recruiting - https://clinicaltrials.gov/ct2/history/NCT03412565?A=5&B=6&C=merged
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Måske Genmab skulle udsende lidt meddelelser med denne slags indhold: "Daratumumab plus KRd is highly effective, with a 100% ORR,
including 91% of patients with ≥VGPR and 57% of patients
with ≥CR" (en gammel, men ganske hyggelig 'nyhed' fra december). http://files.shareholder.com/downloads/AMDA-KPIBN/6109548743x0x966333/8815E418-E24F-48D8-9137-B552120120C5/Chari_MMY1001_D-KRd.pdf -
Den bliver præsenteret på ASCO. Så kommer updates derefter
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Genmab to Present at the Goldman Sachs 39th Annual Global Healthcare Conference http://ir.genmab.com/releasedetail.cfm?ReleaseID=1068666
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Min PF er blod rød i dag, så hvis GEN bare er i et lille plus, så er jeg særdeles tilfreds.
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https://finanswatch.dk/Finansnyt/Pengeinstitutter/article10642887.ece?utm_source=Feed&utm_medium=latest Farlige Frank stopper pga Mifid II
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"Still, even without this combination setting Darzalex is expected to be hugely successful in multiple myeloma – the indication accounts for the entire $6bn of EvaluatePharma's consensus forecast in 2024. And Genmab has more important readouts coming up, with the first-line Maia and Cassiopeia trials due to report this year.
Knock-out results will help rebuild confidence in the company, but any hint of disappointment – or any more safety worries – would be another big blow to sentiment".
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"A spokesperson for Genmab told EP Vantage that the company could not give more details as it could not speak for Johnson & Johnson, its partner on Darzalex. J&J is developing and commercialising the drug under an exclusive licensing deal signed in 2012 – the company had not responded to a request for more information on the remaining combo trials at the time of publication".
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Aka har sagt meget godt om Genmab og været rigtig på casen meget længe. Jeg tror dog at han tillæger Novod alt for stor betydning. Kursen på Genmab har redet på et momentum, der har forladt den for et stykke tid siden og solide tog den sidste luft ud - Novod betyder mindre i den sammenhæng.
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Det er generelt A/N som styrer festen. De følger nok ikke de danske analytikeres skriverier så meget.
men hellere flad en nedtur
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