Genmab — November 2017
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JP har følgende upside: Upside Risks to Rating and Price Target Darzalex uptake is faster than our estimates, generating greater royalty income for Genmab. Darzalex demonstrates strong data in solid tumours ahead of 2H’18 leading to upgrades to consensus peak sales estimates. Tisotumab Vedotin data in other tumours (outside of cervical cancer) is promising leading to addition of sales forecasts for other tumours.
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og downside: Downside Risks to Rating and Price Target Darzalex misses consensus expectations due to competition from other antiCD38’s particularly isatuximab, which could lead to price declines, reducing Darzalex sales potential or lower than expected uptake. MorphoSys patent challenge could lead to lower royalties received by Genmab from Janssen. Failure to successfully develop a subcutaneous version of Darzalex, which could remove any of the advantages of competitor CD38s over Darzalex
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