Bare vent 1 mnd. til tullinger og amatører forsvinner og internasjonale proffer posisjonerer! Ikke glem at presentasjonen egentlig begynner om 4 timer og internasjonale omtaler og reaksjoner kommer i morgen 
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Når Boykie og Lars sliter med å tolke tror jeg ikke vanlige investorer skjønner noe. Den som har penger kan kjøre kursen dit han vil, resten vil følge.
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Londonmannen;
Men du har jo Brann som oppveier det meste som er negativt:rofl:!
BERGENBIO
Update from ASCO 2018
The company presented some new data at this year’s
ASCO meeting. We believe that the data is in general
supportive for bemcentinib and the company’s
development of biomarkers, even though the individual
trials are relatively small; taken together, the data
indicates a benefit in AXL+ patients and also indicates
that the biomarkers under development could predict
patient response up to a certain level. We reiterate our
BUY recommendation and NOK62 target price.
NSCLC data early but promising. In the BGBC008 update, the company indicated a
20% ORR, but most promising was the effect in PD-L1- patients where the company
saw an ORR of 29%. These patients are in general challenging to treat.
Strong AML/MDS data in AXL+ patients. In the data presented, it was clear that
AXL+ patients responded better than AXL- patients. ORR in AXL+ AML patients was
43% and in AXL+ MDS patients 50% (compared to 0% in AXL- patients in both
indications). If SD is included (i.e. CBR=CR+PR+SD), the CBR for the combined
group was 92% in AXL+ patients and 17% in AXL- patients.
TNBC might be a less interesting indication than previously thought. The
company reported that only one patient of 18 patients analysed responded to
treatment in the interim analysis. However, when looking at the biomarkers, the
company found that 14 out of the 18 patients tested stained negative for AXL
expression (i.e. only c22% of patients had high AXL expression). This was lower than
previously assumed for the TNBC indication. It should also be mentioned that 12 of 15
tested patients were PD-L1 negative, suggesting that the majority of patients would
not benefit from treatment with Keytruda. Even though the low AXL expression in this
patient group was a negative surprise, the data is in our view supportive for the
development of the company’s biomarkers as the negative controls are just as
important as the positive. The data indirectly supports the notion that high-AXL
patients will benefit from bemcentinib treatment.
We reiterate our BUY recommendation and NOK62 target price. The company is
conducting many trials and most patient materials are still relatively limited. However,
taken together, the data indicates an effectiveness of bemcentinib in AXL+ patients.
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Tja - ikke meget “tro på det” her…
Ingen kommentar
Postere er ute, og det kan se ut som at det er litt mer info, men ikke så mye.
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Nå blir også dette omtalt i radio
Sådan - så er BGBIO i minus igen…
Hyggelig dump
Sitter i ro 
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Omtaler og reaksjoner kommer, sakte …men sikkert!
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Bedre sent enn aldri sier noen! For akkurat ca. 10 dager siden så var BerGenBio på ASCO og presenterte resultater fra sine kliniske studier. Markedet har i ettertid ikke gått av skaftet, og heller sendt aksjen ned. I mitt siste innlegg så trekker jeg frem tre høydepunkter som jeg syns så ekstra lovende ut, men også seks punkter som kan ha sendt kursen ned i ettertid. Les les!:
https://blogg.nordnet.no/hoydepunkter-fra-bergenbio/
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Takk for et meget godt og nyttig innlegg!
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Noen som har tanker om bgbio i mnd fremover? 
BerGenBio: Posters presented at Congress of European Hematology Association (EHA)
Bergen, Norway, 18 June 2018 - BerGenBio ASA (OSE:BGBIO) announces that the
company and its collaborators presented interim data from its Phase II clinical
development programme with bemcentinib, a selective, oral AXL inhibitor, in
acute myeloid leukaemia (AML) and myeloid dysplastic syndrome (MDS) as well as
biomarker data at the 23rd Congress of the European Hematology Association (EHA)
in Stockholm (14-17 June 2018).
The Company’s academic collaborators at the University of Bergen, Haukeland
University Hospital (Bergen) presented a preclinical study investigating the
involvement of AXL in mantle cell lymphoma (MCL), and of bemcentinib to be a
potential new treatment option for this aggressive form of non-Hodgkin’s
lymphoma (NHL).For more information please see https://ehaweb.org and the Company’s website:
https://www.bergenbio.com/investors/presentations/Contacts
Richard Godfrey
CEO, BerGenBio ASA
+47 917 86 304Rune Skeie, CFO, BerGenBio ASA
rune.skeie@bergenbio.com
+47 917 86 513This information is subject to the disclosure requirements pursuant to section 5
-12 of the Norwegian Securities Trading AcEkstern link: http://www.newsweb.no/index.jsp?messageId=453872
Nyheten er levert av OBI.
http://www.netfonds.no/quotes/release.php?id=20180618.OBI.20180618S30
Sakset fra HO:
“seismicrec
15.06.2018 kl 19:31
Data presented at ASCO may remain early and preliminary, but continue to show promising signs of efficacy and favorable safety as studies progress. We find the most significant and promising data came from BGBC003 (AML/high risk MDS) and BGBC008 (NSCLC, Keytruda combo), in large part related to the correlation of biomarker data and clinical outcomes. We make significant adjustments to our estimates on the back of the presented data, as described in this analysis, and raise our target price to NOK 70.00 (from NOK 63.00)…fra Arctic.”
Noen som har bekreftelse på kursjusteringen?