Genmab — Maj 2018

StockBull

Med en PE paa ca. 58 er det vel ret beset ikke uden risiko at koebe paa nuvaerende niveau. Der er jo ingen garanti for at der kommer positiv data for solid tumor og hvad Genmab ellers har gang i.

Joakim_Von_And

Pensionisten ,, håber du har ret, så vi kan se lidt normale tilstande med køb / salg... så kan vi bare vente på at den stiger lidt så de skal til at købe tilbage

Her_for_at_lære

Den øgede aktivitet, skyldes det "Potentiel FDA godkendelse af Darzalex + VMP i nydiagnosticeret knoglemarvskræft " den 21. Maj. Eller er denne allerede indregnet i kursen? God aften

StockBull

God morgen

StockBull

@Pensionisten. Hvorfor tror du ikke de kan låne flere ? Tror du AQR har en intern regel og de ikke må shorte mere end 2.3% i enkelt aktier ? eller er der ikke nogen der vil/må
låne dem aktier ??

StockBull

@Her for at lære. Jeg synes da ikke der er øget aktivitet i den grad. Derudover vil jeg anbefale du tilmelder dig Genmabs news såfremt du overvejer at investere i genmab aktier. Så ville du have vidst at FDA godkendelsen kom den 8 Maj.

bibob

God morgen.

polle1

God morgen

Helge_LarsenPI-redaktør

God morgen.

E_L

@Bulder @Solsen the same MIRROR article as a few weeks ago but with a bit more data http://n.neurology.org/content/90/20/e1805

E_L

This Nivolumab / BMS study now takes out Pomalidomide, Dexamethasone , Currently, this study is only open to nivolumab+daratumumab vs daratumumab monotherapy https://clinicaltrials.gov/ct2/history/NCT01592370?A=60&B=61&C=Side-by-Side

E_L

note that Janssen is now als involved in the study

E_L

Potential of VRD + Daratumumab in Myeloma - http://www.targetedonc.com/case-based-peer-perspectives/multiple-myeloma/chari-myeloma-treatment/potential-of-vrd-daratumumab-in-myeloma

E_L

actually this is a small serie of short videos, all interesting, just next to the video on the right

E_L

I find this very interesting "for example, when VMP was approved many years ago, oncologists took that to be able to use bortezomib frontline, but many people weren’t necessarily giving the melphalan with it" http://www.targetedonc.com/case-based-peer-perspectives/multiple-myeloma/chari-myeloma-treatment/use-of-vmp-daratumumab-in-myeloma

E_L

it is something that was suggested here in the chat earlier also (not sure if it was Bulder), can the US start using Dara/VMP frontline, but leave the melphalan out, or in lower dose...

Bulder

Yes, I asked Winkel about it. But he didn't comment. Nice to hear a doc, who is open to a modified combo-regimen. And he's very opposite to Rajkumar, who thought that D-VMp shouldn't have been aproved at all.

Bulder

And interesting what he is saying about early use of new combos before phase 3 data are ready. Bodes well for an early filing on the D-RVD phase 2 study.

Bulder

Is it today we expect warrants announcement?

Bulder

The above in English as it use to be E L who knows about these kind of things