Genmab — Februar 2018

[gdn55]

Det er svært at spå, særligt om fremtiden.

[bibob]

Hvis de guider under 2 mia er det noget konservativt qua at Japan og evt 1 linie kommer med i år. Men - de er jo konservative.

[Mcjean]

De har været konservative i forhold til indtjening via royalties, men i forhold til guiding af Darasalg har de vel ramt spot on og kan vel ikke kaldes konservative, men nærmere realister. Jeg tror Novod er spot on!

[bibob]

Sikkert. Novod er nok den der har fingeren mest på pulsen.

[AaBforever]

Salget skal jo op i snit 500 mill. pr. Q for at nå 2 mia. Q4 2017 317 mill.

[mobbyduck1]

nu er det sådan at salget var 371mio i q4

[Solsen]

Japan er lige begyndt og vi får firstline igang....

[Solsen]

Så næppe det store problem.

[mobbyduck1]

enig

[mobbyduck1]

Vedr SH tallet i morgen er alt over 93mio vel godt??

[AaBforever]

Korrekt 371 mill.

[gentogen]

A Study of Ixazomib+Daratumumab+Dexamethasone (IDd) in Relapsed and/or Refractory Multiple Myeloma (RRMM)

[gentogen]

ClinicalTrials.gov

(clinicaltrials.gov)

[E_L]

keep them coming gentogen

[Solsen]

Der kæmpes om resultater og omsætning. Jeg læser andet steds, at Revlimid og Pomalyst stiger voldsomt i pris.

[Solsen]

CELG kæmper så godt de kan for at fastholde deres position i MM.

[E_L]

true, but they have been succesfull so far fending of generics, Guess that is why they can keep prices moving up like crazy. https://www.bloomberg.com/news/features/2017-12-20/the-loopholes-drug-companies-use-to-keep-prices-high

[E_L]

whiich is a shame for Genmab offcourse as it makes the combo so expensive

[Solsen]

I think they try in short term to keep dara from the market as revlimid is more know and acceptet by now. To buy the combo is a hurdle for both pts and inssurance when CELG dramatically raise pricing.

[E_L]

I hadn't thought of that... do you know the price difference between Revlimid and Pomalidomide? Someone suggested the Dara/Pom/Dex combo could gain significance / compete
in the US based on price