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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NEW: NCT03346135 Daratumumab After Stem Cell Transplant in Treating Patients With Multiple Myeloma https://clinicaltrials.gov/ct2/show/NCT03346135?term=daratumumab+OR+ofatumumab&lupd_s=11%2F16%2F2017&rank=2
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Quote: Darzalex is likely to be used in combination with Celgene's leading multiple-myeloma drug, Revlimid, which is slated to have sales of $12 billion in 2021. Genmab earns a tiered royalty on Darzalex sales, with the highest rate of 20% payable on net sales above $3 billion achieved in a calendar year. (08/16/17)
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Plesner kørte sit eget lille ISS-studie ovre i Vejle med 4 pts, men med et interessant formål: Daratumumab is a new treatment for patients with myeloma. While many patients benefit from this treatment some do not and the mechanism(s) of failure are poorly understood. This study aims to clarify aspects of resistance to treatment with daratumumab in order to improve patient outcomes in the future.
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Dette studie er nu afsluttet https://clinicaltrials.gov/ct2/show/NCT02419118?term=daratumumab&cntry1=EU%3ADK&rank=1
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