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Genmab — April 2020

Planlagt Fastgjort Låst Flyttet Genmab
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  • E Offline
    E Offline
    E_L
    wrote on sidst redigeret af
    #701

    it is possible. But I can't remember JNJ mentioning it in their Q1. What do you think of 08:16, you have called for home infusion for a while...

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    • BulderB Offline
      BulderB Offline
      Bulder
      wrote on sidst redigeret af
      #702

      Min pointe er, at vi ikke skal falde i svime over eventuelle høje recept/salgs-tal i den kommende tid. Det kan være hamstring.

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      • BulderB Offline
        BulderB Offline
        Bulder
        wrote on sidst redigeret af
        #703

        Well, Winkel has ruled out home infusion. He says it has to take place in a clinic. But with sc after the first couple of infusions when observation is no longer needed, it could be a possibility. I don't know if they have home-nurses in US like we have it in DK.

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        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #704

          i agree with you. it surprised me even more that these insurance companies were talking about IV. strange.

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          • Legolas23L Offline
            Legolas23L Offline
            Legolas23
            wrote on sidst redigeret af
            #705

            Darzalex SC skulle godkendes i q2. Det kunne være et godt vindue op til ASCO.

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            • BulderB Offline
              BulderB Offline
              Bulder
              wrote on sidst redigeret af
              #706

              Senest 12/5

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              • BulderB Offline
                BulderB Offline
                Bulder
                wrote on sidst redigeret af
                #707

                Hvis ikke fda er forsinket

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                • StockBullS Offline
                  StockBullS Offline
                  StockBull
                  wrote on sidst redigeret af
                  #708

                  https://medwatch.dk/Medicinal___Biotek/article12096057.ece

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                  • G Offline
                    G Offline
                    GeorgeBest
                    wrote on sidst redigeret af
                    #709

                    Så har AlphaValue iflg. Bloomberg 23.04.2020 ændret sin anbefaling til reduce og ny målkurs på 1687.

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                    • S Offline
                      S Offline
                      Sukkeralf
                      wrote on sidst redigeret af
                      #710

                      https://www.firstwordpharma.com/node/1718298?tsid=1

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                      • S Offline
                        S Offline
                        Sukkeralf
                        wrote on sidst redigeret af
                        #711

                        Ocrevus is the only approved treatment for primary progressive MS with off-label use also reported in secondary progressive disease. In the short term, KOLs anticipate Novartis’ ofatumumab posing the most significant competitive threat to Roche’s drug, citing its subcutaneous formulation and faster B-cell repletion as significant advantages. Approval of ofatumumab is expected later this year.

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                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #712

                          on that SC ; recent Novartis comment: said that roughly 40% of MS patients are treated at community centres in the US and these centres like to keep the patients in-house. Therefore they see SC as a major advantage compared to an IV formulated version with clinic/hospital visit.

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                          • BulderB Offline
                            BulderB Offline
                            Bulder
                            wrote on sidst redigeret af
                            #713

                            knald på lukkeauktionen, 1854 var den i.

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                            • Legolas23L Offline
                              Legolas23L Offline
                              Legolas23
                              wrote on sidst redigeret af
                              #714

                              1950 også. Det var go gas.

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                              • J Offline
                                J Offline
                                JKY_VH
                                wrote on sidst redigeret af
                                #715

                                vildt, men 1661 er et fint ugeluk:-)

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                                • Legolas23L Offline
                                  Legolas23L Offline
                                  Legolas23
                                  wrote on sidst redigeret af
                                  #716

                                  Nordnet siger 157 kr. for ugen. Det vi åbne en god flaske på. Hvor er Varnæs henne når man har brug for en god anbefaling. Andre kan måske byde ind..

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                                  • BulderB Offline
                                    BulderB Offline
                                    Bulder
                                    wrote on sidst redigeret af
                                    #717

                                    En sc-godkendelse i aften ville være passende, synes jeg.

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                                    0
                                    • G Offline
                                      G Offline
                                      gdn55
                                      wrote on sidst redigeret af
                                      #718

                                      Enig

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                                      • J Offline
                                        J Offline
                                        JKY_VH
                                        wrote on sidst redigeret af
                                        #719

                                        Det ville være en perfekt afslutning på ugen

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                                        • D Offline
                                          D Offline
                                          DevOp
                                          wrote on sidst redigeret af
                                          #720

                                          Halo ser også ud til at være lidt påvirket af forventninger til snarlig SC godkendelse

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                                          0

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