Genmab — Oktober 2016
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De skriver bl.a:
In 2020E, our US analyst projects operating income for JNJ of US$27.1
bn (32.6% operating margin). On our projections, JNJ could be paying Genmab risk-adjusted
royalties of US$913 mn on Darzalex sales of US$5.1bn. In other words, by 2020E, Darzalex
royalties could represent c.3.4% of JNJ’s operating income or 1.1% of JNJ sales. -
Det er jo præcis derfor vi ikke længere ser stigninger ved gode nyheder vedrørende Daratumumab i MM, da disse er høj grad er indregnet - i hvert fald på et par års sigte. Der vil selvfølgelig falde lidt af, men i bund og grund nok større chance for at der bliver solgt ud på disse
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Tror at hurtigheden hvorved Darzalex erobrer markedsdele er undervurderet, det kommer til at gå væsentligt hurtigere da intet er over eller ved siden af Darzalex. Personligt tror jeg vi vil opleve salg på mdr. basis der nærmer sig 150 mill$ allerede næste år. Markeder uden for Europa og 2 linje i US og Europa vil få salget til at stige ekspotentielt.
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