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Genmab — November 2020

Planlagt Fastgjort Låst Flyttet Genmab
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  • G Offline
    G Offline
    GeorgeBest
    wrote on sidst redigeret af
    #1169

    Maybe, but I presume when the patient has started with Kesimpta, he will not change to Ocrevus, when Novartis start to charge?

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    • P Offline
      P Offline
      peter12
      wrote on sidst redigeret af
      #1170

      Makes sense

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      • Helge_LarsenPI-redaktørH Offline
        Helge_LarsenPI-redaktørH Offline
        Helge_LarsenPI-redaktør
        wrote on sidst redigeret af
        #1171

        Det danske biotekselskab Genmab har valgt at droppe udviklingen af de potentielle cancermiddel Enapotamab Vedotin til behandling af solide tumorer, da udvidede forsøg med forskellige doser af midlet i et studie ikke forbedrede den kliniske effekt i forhold til tidligere test.

        Det oplyser Genmab i en meddelelse.

        • Således mødte data fra den udvidede kohorte ikke Genmabs stringente kriterier for proof-of-concept, hedder det i meldingen.
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        • Helge_LarsenPI-redaktørH Offline
          Helge_LarsenPI-redaktørH Offline
          Helge_LarsenPI-redaktør
          wrote on sidst redigeret af
          #1172

          En ”kohorte” er den patientgruppe, som deltager i et forsøg.

          Genmab vil i stedet omdirigere ressourcerne fra Enapotamab Vedotin til øvrige prioriteter, herunder til de andre af Genmabs næste generation af mulige antistofbehandlinger, oplyses det.

          /ritzau/FINANS

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          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #1173

            Sep19 Roche stated they had treated 120,000 patients with Ocrevus, Sep20 that was 170,000, so that is 50,000 new in a year, or roughly just under 10,000 in 10 weeks. Worldwide.

            Link Preview Image
            Genentech: Press Releases | Thursday, Sep 10, 2020

            Discover the latest news about our company, our products, our policies, and our people.

            favicon

            (www.gene.com)

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            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #1174

              So if I assume half of that , 5,000 is US, 6,000 seems a lot for Kesimpta start. If my thinking is correct

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              • SolsenS Offline
                SolsenS Offline
                Solsen
                wrote on sidst redigeret af
                #1175

                Isnt that what the slide says ?

                1 Reply Last reply
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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #1176

                  maybe , I read it differently, as that they reached 95% of the prescribers /the MDs. I hope your interpretation is correct offcourse. I will try to listen to the webcast tomorrow

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                  • P Offline
                    P Offline
                    peter12
                    wrote on sidst redigeret af
                    #1177

                    Novartis CEO mente Kesimpta kunne sælge mere end 1,8b$ i 2025 og blive SOC ifølge webcast
                    🙂

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                    • Helge_LarsenPI-redaktørH Offline
                      Helge_LarsenPI-redaktørH Offline
                      Helge_LarsenPI-redaktør
                      wrote on sidst redigeret af
                      #1178

                      God morgen. 🙂

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                      • P Offline
                        P Offline
                        Plimsoller
                        wrote on sidst redigeret af
                        #1179

                        God morgen 🙂

                        1 Reply Last reply
                        0
                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #1180

                          DnB Markets
                          Genmab - First proprietary pipeline kill
                          Today Genmab announced that it will not advance the development of enapotamab vedotin (EV), citing that the data did not meet its stringent criteria for proof-of-concept. This confirms the company’s strategy to end projects that are not efficacious enough and we believe it will be likely to also scrap DR5/DR5. Genmab’s focus is on progressing already-partnered projects. We reiterate our HOLD but have cut our target price o DKK2,320 (2,352)

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                          0
                          • G Offline
                            G Offline
                            GeorgeBest
                            wrote on sidst redigeret af
                            #1181

                            UBS also cut with DKK 50, from 2680 to 2630. Buy rating stays

                            1 Reply Last reply
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                            • JørgenVarnæsJ Offline
                              JørgenVarnæsJ Offline
                              JørgenVarnæs
                              wrote on sidst redigeret af
                              #1182

                              Citi stays at 3000, keeps buy rating, says top sales for axl was usd 60m

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                              0
                              • D Offline
                                D Offline
                                deleted-user
                                wrote on sidst redigeret af
                                #1183

                                Citi ef­ter Gen­mab drop­per kræft­mid­del: Over­re­ak­tion https://borsen.dk/nyheder/virksomheder/citi-efter-genmab-dropper-kraeftmiddel-overreaktion-det-var-jo-allerede-paa-vej-i-graven

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                                0
                                • JørgenVarnæsJ Offline
                                  JørgenVarnæsJ Offline
                                  JørgenVarnæs
                                  wrote on sidst redigeret af
                                  #1184

                                  Citi Dkk 20 per aktie

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                                  0
                                  • M Offline
                                    M Offline
                                    Macabo
                                    wrote on sidst redigeret af
                                    #1185

                                    Salgstal i Oktober i henhold til Nordea 142,1 USD eller en samlet stigning 1,2%. Der skal løbes stærkt for at nå den høje ende af guadiance

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                                    • JørgenVarnæsJ Offline
                                      JørgenVarnæsJ Offline
                                      JørgenVarnæs
                                      wrote on sidst redigeret af
                                      #1186

                                      142,1???

                                      1 Reply Last reply
                                      0
                                      • JørgenVarnæsJ Offline
                                        JørgenVarnæsJ Offline
                                        JørgenVarnæs
                                        wrote on sidst redigeret af
                                        #1187

                                        Vi skal da over et år tilbage for at finde det niveau

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                                        0
                                        • JørgenVarnæsJ Offline
                                          JørgenVarnæsJ Offline
                                          JørgenVarnæs
                                          wrote on sidst redigeret af
                                          #1188

                                          Mit estimat er usd 241,6m

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