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Genmab — November 2018

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • StockBullS Offline
    StockBullS Offline
    StockBull
    wrote on sidst redigeret af
    #1475

    Omsætning 4.4mia kr, net indkomst 2,35mia kr, ESP 38kr - kurs ca. 1580kr

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    • StockBullS Offline
      StockBullS Offline
      StockBull
      wrote on sidst redigeret af
      #1476

      OFA 25mil kr, milestones 600 mil kr R&D 1.8mia

      1 Reply Last reply
      0
      • StockBullS Offline
        StockBullS Offline
        StockBull
        wrote on sidst redigeret af
        #1477

        SG&A 200mil kr

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        • StockBullS Offline
          StockBullS Offline
          StockBull
          wrote on sidst redigeret af
          #1478

          Men det er da muligt cashburn bliver højere - who knows

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          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #1479

            Imfinzi miss in NSCLC
            https://endpts.com/astrazenecas-big-mystic-trial-ends-a-complete-failure-as-imfinzi-tremelimumab-combo-flops-on-overall-survival/

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            • BulderB Offline
              BulderB Offline
              Bulder
              wrote on sidst redigeret af
              #1480

              Hm, looks like PD-1 is taking the lead over PD-L1. Looking forward to the Nivo-dara-data.

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              • BudweisB Offline
                BudweisB Offline
                Budweis
                wrote on sidst redigeret af
                #1481

                Jeg er ret imponeret over det er lykkedes FDA at designe en godkendelsesproces der er så hurtig sammenlignet med eksisterende fast track. Imponerende hvis de kan holde den kadence.

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                • BulderB Offline
                  BulderB Offline
                  Bulder
                  wrote on sidst redigeret af
                  #1482

                  Kan være vi får nyt allerede på onsdag. Om morgenen offentliggøres LBA-titler. Hvis Maia (og Cassiopeia) er med, udsender Genmab sikkert en meddelelse herom. I den meddelelse kunne de passende oplyse om Janssen har søgt RTOR, og muligvis ved de allerede nu om det er bevilget.

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                  • SolsenS Offline
                    SolsenS Offline
                    Solsen
                    wrote on sidst redigeret af
                    #1483

                    Du glemte de gode recepttal for oktober 🙂

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                    • nohopeN Offline
                      nohopeN Offline
                      nohope
                      wrote on sidst redigeret af
                      #1484

                      Ville det ikke være synligt hos FDA hvis der var bevilget RTOR ?

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                      • BulderB Offline
                        BulderB Offline
                        Bulder
                        wrote on sidst redigeret af
                        #1485

                        Hvad skal vi gætte på Solsen? 135 mill? 😉

                        1 Reply Last reply
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                        • G Offline
                          G Offline
                          GeorgeBest
                          wrote on sidst redigeret af
                          #1486

                          Hvor meget hjælper d
                          et reelt hvis der er bevilget RTOR? Der er jo stadig mangel på infusionsstole!

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                          • nohopeN Offline
                            nohopeN Offline
                            nohope
                            wrote on sidst redigeret af
                            #1487

                            Jeg forstår ikke det der med mangel på stole, det må da være mangel på personale eller kvadratmetre ? Stolene er da forholdsvis ukomplicerede møbler man bare ringer efter og så dukker de op ugen efter ?

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                            • nohopeN Offline
                              nohopeN Offline
                              nohope
                              wrote on sidst redigeret af
                              #1488

                              Personale kan vel tage måneder og lokaler kan tage længe hvis man ikke kan omdanne eksisterende lokaler.

                              1 Reply Last reply
                              0
                              • BulderB Offline
                                BulderB Offline
                                Bulder
                                wrote on sidst redigeret af
                                #1489

                                Har et spm til Winkel desangående på onsdag. Kan være han kan opklare lidt om problemets omfang.

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                                • nohopeN Offline
                                  nohopeN Offline
                                  nohope
                                  wrote on sidst redigeret af
                                  #1490

                                  Tiden er ikke til mere snak, lad os sætte en telthal op og forsyne den med alle de ledige havestole der er på denne tid af året, så vi kan solgt noget Dara - nu !

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                                  • BulderB Offline
                                    BulderB Offline
                                    Bulder
                                    wrote on sidst redigeret af
                                    #1491

                                    På CC talte han om split dosing som en overgang til sc, som allerede har hjulpet en del, og vil fortsætte at gøre det når det godkendes. infusion chair availability, Wimal, right now is a bottleneck for daratumumab. And then to bridge the time between now and the subcu co-formulation with high (inaudible) days, don't forget that Janssen has also filed for a split dosing of the first infusion.

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                                    • BulderB Offline
                                      BulderB Offline
                                      Bulder
                                      wrote on sidst redigeret af
                                      #1492

                                      that process is now going quite rapidly both in Europe and in the U.S., so we hope that we actually get quite quickly a label for the split dosing, and that's already helped, I think, to further boost the use of daratumumab, but the subcu will be a game changer, we believe.

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                                      • BulderB Offline
                                        BulderB Offline
                                        Bulder
                                        wrote on sidst redigeret af
                                        #1493

                                        Om accellereret infusion: What we understand is that in some centers, like the bigger medical centers in the U.S., they are using for the third infusion and further the very quick 90-minute infusion rate. Janssen can, of course, not promote for that because it's not in the label. But we understand that only in the largest centers, James, it's being used as we speak, but not in the community health care centers, where actually the majority of the multiple myeloma patients are treated in the US.

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                                        • nohopeN Offline
                                          nohopeN Offline
                                          nohope
                                          wrote on sidst redigeret af
                                          #1494

                                          Der må være en gevinst ved split dosis, men umiddelbart så tænker jeg at det må øge personaleforbruget ? Hvis personale ikke er en begrænsende faktor hvad så med 5 holdsdrift - 24/7 ?

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