Genmab — December 2016
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Multiple myeloma market growing ~30% y/y (MAT)
Looking at the monthly sales for the other multiple myeloma drugs,
Symphony Health Solutions suggests healthy annual growth (Moving
Annual Total – MAT) and a solid sales trend in general on the multiple
myeloma market. The multiple myeloma
market is currently growing by
29% y/y in the US (MAT), underpinning the strong market for multiple
myeloma drugs, which in our view will be further boosted by Darzalex and
the increased combo use seen in -
God morgen.
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God morgen. first line Ph3 Alcyone trail er lukket med et brag. Secondary outcome er opgraderet med sCR og MRD negative: https://www.clinicaltrials.gov/ct2/show/NCT02195479?term=NCT02195479&rank=1
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Novod har tallene fra Symphonys Health og ser du graferne og tallene er det fuldkommen umuligt at spotte noget der ligner 14%. Trenden er meget klar og stabil og vi taler ikke blot om nogle få måneder. 29% årlig vækst lige nu og Novod skriver, som Henry fremhæver at de Dara formentlig kan hæve niveauet. De 30 % er overordentlig troværdigt
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God morgen. Vi må have Helge på Børsen play med et lille Genmab juleindslag
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