Genmab — December 2018

[peter12]

Og dara MRD positive holder længere end kontrolarmens MRD negative ?

[E_L]

FiercePharma https://www.fiercepharma.com/pharma/ash-j-j-s-darzalex-lines-up-for-second-front-line-myeloma-ok-newest-ph3-data

[E_L]

Vantage - Ash 2018 – Survival benefit or no, Darzalex has a new use - http://www.evaluate.com/vantage/articles/news/snippets/ash-2018-survival-benefit-or-no-darzalex-has-new-use

[AaBforever]

Det var så det. Så må næste kurspåvirkende issue være hvor meget (eller måske om)
dara kommer over 2 mia. $ i 2018.

[Plimsoller]

Siden findes ikke

(borsen.dk)

[E_L]

reuters https://www.reuters.com/article/us-johnson-johnson-study/johnson-johnsons-multiple-myeloma-drug-reduces-risk-of-death-in-late-stage-study-idUSKBN1O31YO?feedType=RSS&feedName=healthNews

[E_L]

BioWorld http://www.bioworld.com/content/ash-2018-darzalex-combo-bolsters-pfs-transplant-ineligible-multiple-myeloma-0

[E_L]

presser JNJ http://www.sectorpublishingintelligence.co.uk/news/2158983/darzalex--daratumumab-phase-3-study-shows-efficacy-and-safety-data-of-anticd38-monoclonal-antibody-in-patients-with-newly-diagnosed-multiple-myeloma

[Darvin]

Kurven er vandret - fint - enig Bulder

[OHW]

Det lyder jo fremragende, men marked siger "nå" eller?

[Darvin]

Just a moment...

(www.onclive.com)

[E_L]

what does borsen say?
https://borsen.dk/nyheder/virksomheder/artikel/1/373397/genmabs_darzalex_tredobler_andel_af_kraeftfrie_i_maia-studie.html?utm_source=dlvr.it&utm_medium=twitter&utm_campaign=rss_feed

[Plimsoller]

The MRD- measuring method was conservative

[Solsen]

24 vs 7 er jo en firdobling. Passer godt med 40-60 af CR er MRD. Men analytikerne skal nok få et problem ud af det. Ikke et problem for mig som simpel investor

[Plimsoller]

Other than that it is the same as the articles which you linked to E L

[Solsen]

PFS is estimated byond five years.

[E_L]

ok, thanks

[Bulder]

Når man får set sig lidt omkring, er det oplagt at 50% MRD-neg i denne population er ren fantasi. Forstår virkelig ikke hvordan Winkel er kommet på den tanke. Sammenlignet med Rd's 7% er de 27% jo aldeles fremragende.

[peter12]

Ja 24%. Især når de holder længere

[OHW]

men hvis folk forventer 50% så er det jo en skuffelse