Genmab — Juli 2018
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2-3 år indtil der går noget i klinikken. Ikke så langt væk....
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"aftalen giver indledningsvis Genmab adgang til at udnytte de tyske selskabs teknologi i tre sygdomsmål, og potentielt to mere på et senere tidspunkt. Målet er at kombinere tyskernes tilgang til kræftbehandling med Genmabs egen Duobody-teknologi i jagten på det banebrydende kræftmiddel"
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Immatics eigene bispezifische Antikörper überzeugen Genmab https://transkript.de/meldungen-des-tages/detail/immatics-eigene-bispezifische-antikoerper-ueberzeugen-genmab.html
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"Det faktum, at selskabet ikke køber et produkt eller en teknologi, men byder det tyske selskab op til samarbejde vækker tillid til projektet hos analytikerne."
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Det er det værdiskabende, for man kunne have spurgt hvorfor Genmab har behov for at købe et aktiv, hvis selskabet selv mener, at de har en lovende teknologi - Siger Andrew Carlsen, bioanalytiker i ABG Sundal Collier. "
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Fra Børsens artikel
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the Amgen and Immatics for comparison on size $$ https://immatics.com/press-release/amgen-immatics-enter-strategic-collaboration-develop-novel-bispecific-cancer-immunotherapies.html
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England’s cost effectiveness watchdog NICE has issued draft guidance not recommending Janssen's Darzalex (daratumumab) for second line use in multiple myeloma in combination with existing treatments. http://www.pmlive.com/pharma_news/daily_brief_trump_arrives_in_london,_nice_says_no_to_darzalex,_pfizer_backs_down_on_prices_1244070
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Well the 54M $ does not impact the income statement. But it must have impact on the cash balance.
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Trump heads to UK, to meet with pharma execs
The chief executives of Johnson & Johnson and GlaxoSmithKline are said to be attending a dinner with Trump and May.
Fox Business (www.foxbusiness.com)
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Dårligt nyt fra England. Burde kursen ikke falde på sådan en nyhed? Det er jo umiddelbart en stor potentiel gruppe som går tabt!
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it is not good news, but not the end of the world. NICE has been playing the same game with Monotherapy. i would expect some sort of temporary solution with the Cancer Drugs Fund again at some point, until data is more mature (longer) and NICE will have to approve
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