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Genmab — Maj 2019

Planlagt Fastgjort Låst Flyttet Genmab
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  • S Offline
    S Offline
    Sukkeralf
    wrote on sidst redigeret af
    #353

    Måske også et spørgsmål til Jan omkring prispolitikken i USA

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    • S Offline
      S Offline
      Sukkeralf
      wrote on sidst redigeret af
      #354

      Just a moment...

      favicon

      (www.firstwordpharma.com)

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      • S Offline
        S Offline
        Sukkeralf
        wrote on sidst redigeret af
        #355

        Lidt om BCMAs manglende duration:

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        • S Offline
          S Offline
          Sukkeralf
          wrote on sidst redigeret af
          #356

          A new study appearing in Leukemia Research from researchers at the Institute for Myeloma & Bone Cancer Research seeking to better understand the phenomenon evaluated 379 samples from relapsed/refractory MM patients and found elevated levels soluble BCMA that were associated with reduced binding by an inhibitory antibody. The group thus suggested that free-floating protein act as a “decoys” that may contribute to diminished efficacy of anti-BCMA therapies.

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          • S Offline
            S Offline
            Sukkeralf
            wrote on sidst redigeret af
            #357

            One possible solution to the issue of circulating BCMA that has been proposed is to combine a direct antagonist, be it a CAR-T construct or antibody-based therapy, with an inhibitor of gamma secretase, an enzyme that cleaves transmembrane proteins and is believes to lead to increased levels of soluble BCMA.

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            • S Offline
              S Offline
              Sukkeralf
              wrote on sidst redigeret af
              #358

              Novartis is one of the companies that has moved aggressively in this area, partnering to test Ayala Pharmaceuticals’ AL102 in combination with the Swiss pharma’s CAR-T therapy. Juno Therapeutics (acquired by Celgene last year), also licensed a gamma secretase inhibitor from Eli Lilly in late 2017, though Amin noted that nothing has been heard about the programme in the years since.

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              • S Offline
                S Offline
                Sukkeralf
                wrote on sidst redigeret af
                #359

                Og nu vi talte om dara i
                Kina så seneste update fra MorphoSys: - MOR202: Pivotal phase 2 study in third line and phase 3 study in second line multiple myeloma started by partner I-Mab in Taiwan

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                • StockBullS Offline
                  StockBullS Offline
                  StockBull
                  wrote on sidst redigeret af
                  #360

                  Morn 🙂 det bliver en spændende dag selv om jeg mest forventer en non event og fortsat markeds tillid til Genmab

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                  • StockBullS Offline
                    StockBullS Offline
                    StockBull
                    wrote on sidst redigeret af
                    #361

                    Jeg har tillid til Jan og Co. har styr på sagerne og det har markedet tilsyneladende også eftersom Genmab er højest værdisatte aktie i C25

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                    • concilladoC Offline
                      concilladoC Offline
                      concillado
                      wrote on sidst redigeret af
                      #362

                      Har GEN endelig slået APM af grenen? 😉

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                      • BulderB Offline
                        BulderB Offline
                        Bulder
                        wrote on sidst redigeret af
                        #363

                        @sukkeralf: Har du nogen ide om, hvad det betyder for bispecifikke f.eks. cd3xBCMA? (JNJ-64007957)

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                        • S Offline
                          S Offline
                          Sukkeralf
                          wrote on sidst redigeret af
                          #364

                          Nej ikke umiddelbart - gætter på samme problem omend der måske er en fordel ved at man har mere styr på dosering af lægemidlet ved gentagne infusioner.

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                          • BulderB Offline
                            BulderB Offline
                            Bulder
                            wrote on sidst redigeret af
                            #365

                            tak

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                            • J Offline
                              J Offline
                              jkj
                              wrote on sidst redigeret af
                              #366

                              sydbank,s forventninger

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                              • J Offline
                                J Offline
                                jkj
                                wrote on sidst redigeret af
                                #367

                                https://data.sydbank.dk/api/investment/sydbank/publications/file/110780

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                                • J Offline
                                  J Offline
                                  jkj
                                  wrote on sidst redigeret af
                                  #368

                                  Det bliver ikke de kønneste tal at kigge på, så vi må håbe at de noget andet med i posen til os.

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                                  • B Offline
                                    B Offline
                                    bibob
                                    wrote on sidst redigeret af
                                    #369

                                    Ok analyse fra Sydbank. De er sjældent negative på Genmab. 😉

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                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #370

                                      interesting to read the transcript from Halo https://seekingalpha.com/article/4261245-halozyme-therapeutics-inc-halo-ceo-helen-torley-q1-2019-results-earnings-call-transcript?part=single
                                      (by the way she thinks Analysts project sales this year of $2.7 billion)

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                                      • V Offline
                                        V Offline
                                        Vitus
                                        wrote on sidst redigeret af
                                        #371

                                        Så heller ikke mere bibob ....

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                                        • StockBullS Offline
                                          StockBullS Offline
                                          StockBull
                                          wrote on sidst redigeret af
                                          #372

                                          Syns da Sydbank er havlnegative m.h.t deres nettoresultat på 1.705 og 2.111 til forskel fra JPM som har 1.823 og 2.562 og konsensus endnu højere

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