Genmab — Oktober 2019
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as it is so quiet; recent Transcript Johnson & Johnson (JNJ) Presents at Morgan Stanley 17th Annual Global Healthcare Conference https://seekingalpha.com/article/4290818-johnson-and-johnson-jnj-presents-morgan-stanley-17th-annual-global-healthcare-conference?part=single
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"we are looking to move therapy even before patients have a formal diagnosis of malignancy, and we call this cancer interception. We’re one of the only companies to do a company-sponsored study in premalignant multiple myeloma and smoldering myeloma." JNJ
mentioned smoldering as a top priority also at the May investor day, but it seems to get very little attention. Just like maintenance. -
Great mr. Lift Attendant.
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- Peter Lebowitz (Global Therapeutic Area Head Oncology):
"..we had a number of trials that we presented in different settings of frontline multiple myeloma transplant, non-transplant, new regimens that are coming, and DARZALEX is superior in every one of those. So, combinable with almost every regimen that we’ve tried and now getting established in frontline."
- Peter Lebowitz (Global Therapeutic Area Head Oncology):
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Faldet kom efter denne her: http://www.proinvestor.com/debat/77238#77241
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Scott White
Yes. From a commercial perspective, we believe the subcu formulation is something that’s going to open up a lot of doors for us, especially in earlier lines of therapy. If you look at DARZALEX, its utilization to market, about 50% is being used in hospitals, half is being used in the community setting. With community doctors, there’s a capacity issue, especially with long infusion times, especially when you’re looking at line 1 and line 2 patients.
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Man kan ikke være andet end enig i det Solsen.
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Jeg regnede det for en hurtig ekspeditionssag.
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Har lavet en sub-tråd her: http://www.proinvestor.com/debat/77087#postdiv77242
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Giv lige Solsen et like, når I er i tråden.
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Super interessant med EL citat 13:42 hvor der spørges til hvor JNJ er indenfor IO (immune oncology). De fremhæber her for føste gangs Genmabs CD3 arm i deres duobodies. Faktisk mener de at man har haft for lidt opmærksomhed hed - sikkert modsat opmærksomheden rettet generelt imod CAR-T teknologien, der ikke har overbevist nogen om kommerciel fremtid.
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Genmab -0,43% er stærk i dag sammenlignet med NOVO -1,68%, ZEAL -4,76%.BAV -4,34%..
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