Genmab — Juni 2018
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Tror bare det virker ekstra risikabelt nu hvor vi har fået én skuffelse som markedet straffede hårdt, så psykologisk set virker det bare endnu mere risikabelt, men det er nok bare fordi man ikke selv er helt klar over risikoen. Går det godt vil vi jo alle sige det var et genialt træk
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you can not start a trial with 100% certainty of success unfortunately. you have to take risk. Personally. I believe the Dara franchise is worth much more as todays price reflects, as discussed many times before, so whatever is extra is great. Even if TV fails, at some point we should still go up significantly
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Jeg ser ikke CheckMate-039 have været på hold, men det tyder i stedet for på at det er andre kombinations-studier, som var på hold. Herunder Keytruda igen. https://www.onclive.com/web-exclusives/fda-lifts-holds-on-2-nivolumab-myeloma-trials
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Dejligt at se AB, som største køber i dag - bliver spændende at se hvordan de handler ved luk
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Jeg kan slet ikke finde CM-039, der beskrives som: CheckMate-039 is a study to establish the tolerability of nivolumab and the combination of nivolumab and daratumumab (Darzalex), with or without pomalidomide and dexamethasone, in patients with relapsed/refractory multiple myeloma.
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På google får jeg dette: https://www.youtube.com/watch?v=JAlEDi2rugE
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