Oppi all COVID-19 fussen har jeg begynt så smått å sette meg mer inn i potensialet Bemcentinib har på kreft. Greit å vite at potensialet er utrolig stort selv uten denne COVID-19 jokeren. Har lest mye om dette siste dager og skjønner hvorfor CEO satte 80% sannsynlighet. Det spennende er hvor stor effekt vi får. Også her er CEO frisk i sine uttalelser. Men det var kreft.
Veldig interessant:
Merck kjøpte Keytruda fra Schering-Plough for ca:
$41 billion og har siste 5 år gitt Merck en inntekt på $103 billion!
NSCLC studien med Bemcentinib og Merck`s Keytruda har vist svært lovende resultater:
“Four-fold improvement vs Keytruda monotherapy”.
@larsmkn hvorfor har ikke Merck snappet opp basert på dette aleine, noen tanker? Er det store usikkerhetsmomenter, andre konkurrenter dem også har studier med etc?
Undrer meg over hvor mye fire ganger effekten av Keytruda kan være verd for Merck 
$0,5-2.0 billion, hvem vet. Dette er for blåbær å regne, om Bemcentinib holder Keytruda på toppen med 62% økning i salg pr kvartal også i framtiden.
Leser man litt om Keytruda, blir det fort tydelig at analytikerne som følger Merck er skeptisk til Keytruda sin markedsleder posisjon i framtiden og stiller spørsmål til hvordan Keytruda vil klare å trone på toppen i årene som kommer, med stadig økende konkurranse.
Her kan kanskje Bemcentinib spille en avgjørende rolle:
Data fra Merck kvartalspresentasjon oktober 2019.
Merck’s immuno-oncology blockbuster Keytruda was mentioned more than a dozen times in the company’s third-quarter earnings announcement, and not just because sales of the drug soared 62% to $3.1 billion.
Keytruda is also a key player in Merck’s short- and long-term pipeline—a strategy that hasn’t always been popular with Wall Street analysts, despite the product’s continued success. So even as Merck’s top executives emphasized the continued strong performance of Keytruda in multiple ongoing clinical trials during the earnings discussion, analysts pounded them for details about how the drug will outperform the growing competition, particularly in lung and breast cancer.
https://www.google.com/url?sa=i&url=https%3A%2F%2Fpharmaphorum.com%2Fviews-analysis-sales-marketing%2Fthe-best-selling-drugs-of-the-next-5-years%2F&psig=AOvVaw1s0gwdQIcPWsTPPf2go_Ma&ust=1589122550988000&source=images&cd=vfe&ved=0CAIQjRxqFwoTCPiQ1veEp-kCFQAAAAAdAAAAABAJ
Published: Jun 02, 2019
- Phase II trial evaluating bemcentinib in combination with KEYTRUDA in advanced NSCLC patients shows 12-month survival data surpassing historical benchmarks in second-line treatment with PD-1 inhibitor monotherapy
- Promising clinical activity continues to be seen, particularly in patients with AXL positive tumours including those with low or no PD-L1 expression
Professor Hani Gabra MD PhD, Chief Medical Officer of BerGenBio, commented: “I am impressed by these results that clearly demonstrate the durable clinical benefits in this difficult to treat low PD-L1 patient population. Importantly the patients that benefit most match gene signatures that predict poor prognosis and a lack of response to immunotherapy in NSCLC”.
Richard Godfrey, Chief Executive Officer of BerGenBio, commented: “I am delighted to see continued significant patient benefit from bemcentinib in combination with Keytruda. This is the first of three cohorts where we are evaluating this combination in previously treated lung cancer patients and I look forward to reporting data from these additional cohorts in the coming months.”
Utklipp fra BGBIO presentasjon Januar 2020:
“Merck reported a gene signature from patients that did not respond to Keytruda monotherapy in many cancers, this was similar to the BerGenBio gene signature EXCEPT these patients did respond to Keytruda + bemcentinib”
eg veit ikkje kor rik han e men å få litt penger nå som stigningen allerede er stor ser ihvertfall eg ingenting galt i
