Genmab

	26/4 08:13 af Helge Larsen/PI-redaktør	Healthcare har genvundet hele årets tab: (link)
	26/4 08:12 af Helge Larsen/PI-redaktør	God morgen :-)
	25/4 12:12 af GeorgeBest	Tak Bulder, så burde den være OK
	25/4 11:43 af StockBull	Genmab tilbage i stærk stil (link)
	25/4 11:34 af Bulder	Blood skulle være godt nok (link)
	25/4 11:31 af GeorgeBest	Ja vi mangler vel publikation i NEJM eller Lancet?
	25/4 11:30 af peter12	JVdW: As we released yesterday, the GRIFFIN data is very impressive and will be presented in full at the upcoming IMW meeting in Boston in September and may very rapidly be published in a peer-reviewed journal. On top of that, the D-RVD regimen may then be included in US compendia, and thus be reimbursed (link)
	25/4 11:06 af peter12	Var det ikke et krav for at komme på compendia listing ? At resultatet blev publiceret og peer reviewet ?
	25/4 10:59 af GeorgeBest	Endnu et GRIFFIN tweet (link)
	25/4 09:15 af GeorgeBest	DaraRVd (link)
	25/4 07:00 af Helge Larsen/PI-redaktør	God morgen. :-)
	24/4 21:32 af JKY_VH	Du er da rigtig nostalgisk i aften. Nej lad os håbe, at der ikke kommer flere biotekselskaber á la NeuroSearch:-)
	24/4 21:00 af bibob	Tak, DevOp. , har altid været ydmyg. ;-)
	24/4 20:51 af DevOp	beskedenhed er en dyd, bibob :-)
	24/4 20:28 af bibob	Er lidt træt af disse relativt små stigninger. ;-). Så derfor foretrækker jeg en en enkelt flaske Barolo til frikadellen. Så kan vi jo altid fejre det i næste uge, når vi rykker . Skål og go weekend. :-)
	24/4 20:18 af Legolas23	Tak, det lyder som en white russian
	24/4 20:18 af Bulder	fløde?
	24/4 19:44 af royal	Legolas, 3cl vodka, 3 cl kahlua i et glas med en stor isterning. Top op med sødmælk, letmælk kan gå, men for Guds skyld ikke skumme- eller mini mælk. Den er god til alle retter. Også morgenmad :-)
	24/4 18:13 af DevOp	Halo ser også ud til at være lidt påvirket af forventninger til snarlig SC godkendelse
	24/4 17:33 af JKY_VH	Det ville være en perfekt afslutning på ugen
	24/4 17:22 af gdn55	Enig
	24/4 17:21 af Bulder	En sc-godkendelse i aften ville være passende, synes jeg.
	24/4 17:03 af Legolas23	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..
	24/4 17:01 af JKY_VH	vildt, men 1661 er et fint ugeluk:-)

	24/4 17:01 af Legolas23	1950 også. Det var go gas.
	24/4 16:59 af Bulder	knald på lukkeauktionen, 1854 var den i.
	24/4 16:06 af E L	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.
	24/4 15:54 af Sukkeralf	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.
	24/4 15:53 af Sukkeralf	(link)
	24/4 14:51 af GeorgeBest	Så har AlphaValue iflg. Bloomberg 23.04.2020 ændret sin anbefaling til reduce og ny målkurs på 1687.
	24/4 13:22 af StockBull	(link)
	24/4 12:01 af Bulder	Hvis ikke fda er forsinket
	24/4 12:00 af Bulder	Senest 12/5
	24/4 11:38 af Legolas23	Darzalex SC skulle godkendes i q2. Det kunne være et godt vindue op til ASCO.
	24/4 11:30 af E L	i agree with you. it surprised me even more that these insurance companies were talking about IV. strange.
	24/4 11:12 af Bulder	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.
	24/4 11:08 af Bulder	Min pointe er, at vi ikke skal falde i svime over eventuelle høje recept/salgs-tal i den kommende tid. Det kan være hamstring.
	24/4 11:06 af E L	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...
	24/4 10:10 af Bulder	Ritzau: Sanofi skriver i regnskabet, at omkring halvdelen af væksten i første kvartal skyldes virusudbruddet, der har medvirket til, at distributionsled og patienter har opbygget ekstra forråd af medicin. - Kan måske få betydning for forbigående flotte salgstal for dara?
	24/4 10:02 af Sukkeralf	If they are going to file this year - maybe data at ESMO is more likely
	24/4 10:01 af Sukkeralf	Hopefully updates on JNJ Duobodies - at least JNJ61186372 would be nice
	24/4 09:56 af E L	yes, i was thinking the same. amyloidosis would even be a disappointment if it wouldn't be there . we'll get some insight next week.
	24/4 09:42 af Sukkeralf	hopefully dara in amyloidosis and if we are lucky also tisotumab vedotin and further updates on epcoritamab
	24/4 09:29 af Bulder	Don't forget tak-079.
	24/4 09:27 af E L	i was wondering about that last weekend, probably a lot of various Dara regime updates? why do you think it would be huge?
	24/4 09:23 af Sukkeralf	ASCO could be huge for Genmab this year
	24/4 09:04 af E L	ok, correct. also just checked with Genmab presentation. So that is really summer 2019 data i guess. Time for an ASCO update
	24/4 08:42 af bibob	E L. 07.52. I think you are right. - Submitted : February 13 . 2020. - Revision received : March 31. 2020. - Accepted: April 3. 2020.
	24/4 08:16 af E L	insurance companies are proactively calling patients asking them to get daratumumab home infusion.... (link)
	24/4 07:52 af E L	if i am not mistaken this is the data we saw at ASH?