Genmab — Februar 2020
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Genmab falder vist sammen med index - DK og Dax.
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nohope:
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Begunder at ligne en bundvending https://nbg1.your-objectstorage.com/proinvestor-dev/forum/boards/82185_Genman_28_Feb_2020.JPG
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not sure if you saw these yesterday - Gilead Sciences makes takeover approach to Forty Seven https://www.reuters.com/article/us-forty-seven-m-a-gilead-sciences/gilead-sciences-makes-takeover-approach-to-forty-seven-bloomberg-news-idUSKCN20L3AG - Biogen and Sangamo Announce Global Collaboration https://www.businesswire.com/news/home/20200227005961/en/Biogen-Sangamo-Announce-Global-Collaboration-Develop-Gene
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Halozyme Therapeutics Earnings Call Transcript https://seekingalpha.com/article/4326787-halozyme-therapeutics-inc-halo-ceo-helen-torley-on-q4-2019-results-earnings-call-transcript?part=single to see their thoughts on Dara SC
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Fordele ved sc: "the ability to facilitate the administration of treatment in lower cost settings such as the physician office or the community.
Janssen as an example has stated DARZALEX SC supports their strategy to seek to expand treatment into the community setting". Man kan få indsprøjtningen hos lægen i stedet for at skulle på hospitalet.
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Kun få mdr i 2020: And so with the mid-2020 approval, we actually see there will be just a few months of full access in sales, and we really see 2021 as being the year where we expect to see the exciting inflection point based on daratumumab uptake once all of that is in place. So, we have a modest amount of sales in for 2020 in our projections.
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Sc løser kapacitetsproblemer: In addition, we know there is capacity constraints in the infusion suites, as well as nursing constraints, so we do think there will be an exciting uptake, but we’re not giving any specific numbers, but this is a very strong value proposition.
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New trial -
Carfilzomib, Daratumumab, Lenalidomide and Dexamethasone as First Line Treatment in Multiple Myeloma https://www.clinicaltrials.gov/ct2/show/NCT04288765?cond=Multiple+Myeloma&sfpd_s=02%2F14%2F2020&sfpd_d=14&sel_rss=new14 -
Heller ikke morsomt i mine porteføljer.
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