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24/11 22:05 af Solsen |
Isnt that what the slide says ?
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24/11 21:45 af E L |
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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24/11 21:41 af E L |
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)
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24/11 21:33 af Helge Larsen/PI-redaktør |
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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24/11 21:33 af Helge Larsen/PI-redaktør |
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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24/11 19:57 af peter12 |
Makes sense
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24/11 19:46 af GeorgeBest |
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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24/11 19:29 af peter12 |
But is still for free ?
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24/11 19:12 af E L |
seems like a lot...
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24/11 19:12 af E L |
are you sure that means 6,000 prescriptions @Solsen ?
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24/11 19:06 af Sukkeralf |
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24/11 19:02 af Solsen |
6000 prescripstions - ligner det ikke noget voldsomt !
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24/11 19:00 af E L |
haha, who knows
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24/11 18:57 af E L |
after 8 weeks, in the Q3 presentation , this was 2.5%......... (link)
p27
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24/11 18:42 af Solsen |
Side 92
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24/11 18:42 af Solsen |
5,2% NBRx share after 10 weeks....
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24/11 18:37 af E L |
Novartis presentation with some interesting Kesimpta pages (90-100) (link)
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24/11 18:29 af E L |
it was trading at 2223 when the news broke and closed 13dkk lower lol
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24/11 18:13 af Plimsoller |
Fail fast. Det står på forreste side af enhver bog om innovation, så det er da udmærket at komme af med den og koncentrere sig om de midler der har potentiale.
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24/11 18:12 af Bulder |
synes man kunne fornemme på lukauk, at der nok ikke bliver mere ud af den sag.
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24/11 18:12 af JørgenVarnæs |
Det skader nok ikke at sende et signal om, at der bliver siddet tungt på pengekassen
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24/11 18:09 af JørgenVarnæs |
Kill your darlings. Me likes
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24/11 18:09 af Bulder |
already done
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24/11 18:08 af E L |
well you can rip that page out of your notebook :-D
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24/11 18:06 af Bulder |
3 analysts in my notes has avg DKK 33 on EnaV. Gen fell today DKK 66.
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24/11 18:05 af StockBull |
We can surely rely on Jan and hopefylly also his 5000 target
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24/11 18:04 af E L |
looking forward to he borsen headline @GB ;-)
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24/11 18:03 af E L |
Jan told us very clearly they would only choose the best drugs to continue with and ruthlessly shelve / discard off the others. He is keeping his word.
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24/11 18:02 af GeorgeBest |
EnaV’s death was expected, but some analysts had a little value allocated to EnaV. Therefore there might come a couple of negative stories tonight or tomorrow.
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24/11 18:01 af StockBull |
Ja det forklare jo salgspresset men som sagt mere eller mindre forventet
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24/11 18:00 af E L |
I had a little bit of hope they would have been able to sell it or licence it out, but that wasn't based on anything really
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24/11 17:59 af E L |
Jan hinted just the other day how impressed he was with AbbVie ADC technology, calling it ADC 3.0 and I think it fits with the decision not to pursue CamiT
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24/11 17:57 af E L |
the EV disease targets are widely covered by other drugs in the pipeline
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24/11 17:56 af E L |
reality is that we felt it coming here. Genmab was really quiet about enapotamab during all the recent news events (no analysts asked about it either by the way)
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24/11 17:51 af AaBforever |
Spændende om det går som det plejer...falder på "gode" nyheder.
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24/11 17:50 af E L |
probably why they linked to their pipeline just an hour ago lol (link)
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24/11 17:46 af AaBforever |
Ja det hjalp ikke meget...
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24/11 17:46 af Vitus |
Ja, lad os da håbe den falder til kurs 1100....så vil den måske stige lidt igen :-(
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24/11 17:44 af E L |
pretty obvious that some have been trading on this news already before the press release if you ask me....
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24/11 17:42 af E L |
as expected here, but still
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24/11 17:42 af E L |
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24/11 17:42 af E L |
fuck
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24/11 17:26 af E L |
in the mean time it looks like on all those ASH lists Talquetamab has the most KOL interest
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24/11 17:23 af E L |
@StockBull we will most certainly keep saying that, it is part of the fun ;-) I can already hear the complaints and the misery and how we 'really need some good ASCO news', when we will fall back from 3100 to 3000 :-D
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24/11 17:11 af Mcjean |
Anstrengende = befriende.........der er intet bedre end sektor tam tam eller andre finurligheder, elsker simpelthen når den falder, jo mere jo bedre, den må meget gerne falde 1600-1800kr. så jeg kan sælge og genkøbe.
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24/11 16:53 af Helge Larsen/PI-redaktør |
Spørgsmål til Q&A er meget velkommen. :-)
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24/11 16:38 af StockBull |
og mon ikke vi stadig siger sådan efter vi har runder kurs 3000
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24/11 16:37 af StockBull |
sådan har vi jo sagt lige siden kurs 200 :-)
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24/11 15:25 af StockBull |
Det er sådanste to forskellige kort med forskellige indikatore men begge kort indikere vi er tæt på bund efter min mening
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24/11 15:22 af StockBull |
her et tradingview kort fra idag med fibonacci retracment niveauer. Noget kunne efter min menig tyde på vi er igang med en (link)
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