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Genmab — November 2020

Planlagt Fastgjort Låst Flyttet Genmab
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  • P Offline
    P Offline
    peter12
    wrote on sidst redigeret af
    #1170

    Makes sense

    1 Reply Last reply
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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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      0
      • 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

        1 Reply Last reply
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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
              0
              • 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

                1 Reply Last reply
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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
                  🙂

                  1 Reply Last reply
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                  • Helge_LarsenPI-redaktørH Offline
                    Helge_LarsenPI-redaktørH Offline
                    Helge_LarsenPI-redaktør
                    wrote on sidst redigeret af
                    #1178

                    God morgen. 🙂

                    1 Reply Last reply
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                    • P Offline
                      P Offline
                      Plimsoller
                      wrote on sidst redigeret af
                      #1179

                      God morgen 🙂

                      1 Reply Last reply
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                      • 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)

                        1 Reply Last reply
                        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
                          0
                          • 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

                            1 Reply Last reply
                            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

                              1 Reply Last reply
                              0
                              • JørgenVarnæsJ Offline
                                JørgenVarnæsJ Offline
                                JørgenVarnæs
                                wrote on sidst redigeret af
                                #1184

                                Citi Dkk 20 per aktie

                                1 Reply Last reply
                                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

                                  1 Reply Last reply
                                  0
                                  • 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

                                      1 Reply Last reply
                                      0
                                      • JørgenVarnæsJ Offline
                                        JørgenVarnæsJ Offline
                                        JørgenVarnæs
                                        wrote on sidst redigeret af
                                        #1188

                                        Mit estimat er usd 241,6m

                                        1 Reply Last reply
                                        0
                                        • M Offline
                                          M Offline
                                          Macabo
                                          wrote on sidst redigeret af
                                          #1189

                                          Sikkert en sammeblanding af de 2 versioner - Darsalex faldet med 8% og fastpro steget med 18,9% - forstod heller ikke tal

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