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Genmab — Februar 2019

Planlagt Fastgjort Låst Flyttet Genmab
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  • R Offline
    R Offline
    Raun
    wrote on sidst redigeret af
    #965

    Og lige nu er skibet "kun" Dara i lasten..... Skal det synke med den last eller forblive med mere last?

    1 Reply Last reply
    0
    • JørgenVarnæsJ Offline
      JørgenVarnæsJ Offline
      JørgenVarnæs
      wrote on sidst redigeret af
      #966

      ...nu skal der pisses temmelig mange penge væk på R&D for at skibet synker. Som solsen siger, vil der være dkk 10 mia I kassen ultimo 2019... Men det kan da ses på kursen, at pipelinen ikke producerer noget

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      • StockBullS Offline
        StockBullS Offline
        StockBull
        wrote on sidst redigeret af
        #967

        TV OFA AXL mm for lige at opsumere 3 mulige 50% pengemaskiner

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        0
        • StockBullS Offline
          StockBullS Offline
          StockBull
          wrote on sidst redigeret af
          #968

          50% af 5bn er vel ok

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          0
          • R Offline
            R Offline
            Raun
            wrote on sidst redigeret af
            #969

            Jaja enig.... Det var måske en forkert måde at udtrykke sig på. Men meningen er jo at så længe der "kun" er Dara at forholde sig til. Så længe er det den eneste faktor analytikere etc. kan forholde sig til..... Og derfor er det efter min mening en MEGET vigtig faktor at der kommer nogle aftaler i hus

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            • JørgenVarnæsJ Offline
              JørgenVarnæsJ Offline
              JørgenVarnæs
              wrote on sidst redigeret af
              #970

              ja - vi savner noget validering

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              0
              • R Offline
                R Offline
                Raun
                wrote on sidst redigeret af
                #971

                Ja... Så kort kan man sige det JV 😉

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                0
                • SolsenS Offline
                  SolsenS Offline
                  Solsen
                  wrote on sidst redigeret af
                  #972

                  Xencor validere med aftaler. Men alt er opgivet senere. Hvor meget er det værd. Jo lidt upfront og tabt prestige.

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                  • StockBullS Offline
                    StockBullS Offline
                    StockBull
                    wrote on sidst redigeret af
                    #973

                    Ja men Jan siger ikke mere end han kan staa ved og derfor maa vi vente paa data og data tager tid. Dara var ogsaa undervejs i mange aar

                    1 Reply Last reply
                    0
                    • P Offline
                      P Offline
                      peter12
                      wrote on sidst redigeret af
                      #974

                      Btw AXL er 100%

                      1 Reply Last reply
                      0
                      • BulderB Offline
                        BulderB Offline
                        Bulder
                        wrote on sidst redigeret af
                        #975

                        og ofa er ikke 50% 😉

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                        0
                        • StockBullS Offline
                          StockBullS Offline
                          StockBull
                          wrote on sidst redigeret af
                          #976

                          Det er jo ikke smaa nybegynder firmaer Genmab har deals med p.t

                          1 Reply Last reply
                          0
                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #977

                            there is still the supplemental new drug application outstanding in japan (for 1st line); did anyone ever figure out by what date they have to approve?

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                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #978

                              New trial by Incyte corporation: INCB001158 Combined With Subcutaneous (SC) Daratumumab, Compared to Daratumumab SC, in Relapsed or Refractory Multiple Myeloma - INCB001158 Combined With Subcutaneous (SC) Daratumumab, Compared to Daratumumab SC, in Relapsed or Refractory Multiple Myeloma

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                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #979

                                try link again https://clinicaltrials.gov/ct2/show/NCT03837509?term=daratumumab+OR+ofatumumab+OR+tisotumab+OR+arzerra+OR+darzalex&lupd_s=01%2F12%2F2019&rank=1

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                                0
                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #980

                                  i don't see JNJ as sponsor

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                                  0
                                  • BulderB Offline
                                    BulderB Offline
                                    Bulder
                                    wrote on sidst redigeret af
                                    #981

                                    I've tried to find something, but in vain. They submitted in Japan Dec. 14.

                                    1 Reply Last reply
                                    0
                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #982

                                      INCB001158 https://www.calithera.com/arginase-inhibitor-incb001158/

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                                      0
                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #983

                                        we were told we would get "an early peak at data from Griffin" ; the trial shows it reached the primary completion date in january. https://clinicaltrials.gov/ct2/history/NCT02874742?A=26&B=27&C=merged

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                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #984

                                          *early 2019

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                                          0

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