Genmab — Juli 2019
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Jyske: Når man ser på Griffin-studiet, var det ventet, at det ville få et positivt udfald, da kombinationen med Velvace og Revlimid tidligere i særskilte studier har vist positive effekter, ligesom vi havde fået tidligere indikationer på, at studiet ville falde ud til den positive side, siger Simon Hagbart Madsen til Ritzau Finans.
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Det underbygger Darzalex til behandling af nyligt diagnosticerede patienter med knoglemarvskræft, der er egnet til stamcelletransplantation, men det er ikke noget, som ændrer investorernes opfattelse af medikamentets potentiale radikalt, fortsætter senioranalytikeren.
Fase 2-resultaterne er ifølge ham en positiv indikation i forhold til næste fase af studiet.
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Cassiopeia-studiet havde allerede givet indikationer på Darzalex anvendelighed i denne patientpopulation. Nogle læger foretrækker at anvende Velcade og Revlimid, og det understøtter Griffin-studiets resultater, siger Simon Hagbart Madsen.
Han vurderer dog ikke, at Griffin-studiet bliver en game changer for Genmab.
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Maya-studiet var en game changer, hvor det potentielle amerikanske marked blev fordoblet, og så har man Cassiopeia-studiet, som allerede har givet positive indikationer i denne her patientpopulation. Isoleret set vil Griffin-studiet ikke ændre vores estimater mærkbart, lyder det fra senioranalytikeren.
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Og Iberdomide er iflg. pressemedd. du linkede til: ".. Celgene's proprietary cereblon E3 ligase modulator ..". https://en.wikipedia.org/wiki/Cereblon og https://www.cancer.gov/publications/dictionaries/cancer-drug/def/crl4crbn-e3-ubiquitin-ligase-modulator-cc-220
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i think it does have a bit more importance as
Madsen claims, referring to 22:49
/ Bulder yesterday evening. Cassiopeia was a big success at the last conferences, so it would be great if this Griffin data triggers reimbursement and allows MD's to start subscribing that combo -
Bulder, dit flottenheimer-fejende udsagn om at hex-cd38+Iberdomide er fremtiden, er Celgene heller ikke nødvendigvis uenige i ;-). Sidste afsnit af 1. sektion i Sukkers link http://www.firstwordpharma.com/node/1644686?tsid=33#axzz5tAYWytDY : "The phase 1/2 study is also evaluating iberdomide as monotherapy and in combination with daratumumab or bortezomib or carfilzomib."
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"Genmab intends to use the net proceeds from the Offering to continue the development of its proprietary product candidates, to continue its pre-commercial activities, to continue building its commercial capabilities and to advance its earlier stage product candidates."
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Dog, vi gør vort bedste!
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