Genmab — September 2018

[E_L]

Do we think Jan or David will be able to comment on First line uptake in the US during the CMD?

[Bulder]

Sales for Multiple Sclerosis (MS) disease-modifying therapies (DMTs) were estimated to be $19.1 billion across the seven major markets (7MM*) in 2016. This is expected to grow to $25.3 billion in 2026 https://www.globaldata.com/multiple-sclerosis-disease-modifying-therapies-market-reach-25-billion-2026/

[Sukkeralf]

Fra sidste CC:

[Sukkeralf]

In Q1, we had about a 20% market share for DARZALEX-containing regimes. And for the Q2, the equivalent data is now at an all-time high of 24%, so a nice increase in the second-line setting for DARZALEX in Q2.

[Sukkeralf]

In the third-line setting, that's also moved up a little bit from Q1. DARZALEX-containing regimes are now at about a 40% market share

[Sukkeralf]

In the fourth line setting, it's sort of relatively stable. I think we're sort of maxing out at about the market share we can gain there. And in the June quarter data, DARZALEX regimes were at 47%.

[E_L]

But Eatwell did not even mention first line there, they downplayed it so far for this year.

[Bulder]

If they have numbers from their source, then why not?

[E_L]

If there is any truth in an early US uptake, I think that could be a huge catalyst for the price in the next few months. I doubt they will be allowed to say anything though before JNJ Q3?

[E_L]

yes, maybe they can mention what the external surveys say, which they use
, that is what i was thinking also

[Sukkeralf]

But august did not show any sign of off label sales or D-VMP sales i US

[E_L]

yes, that is why i think it can not be true unfortunately

[Sukkeralf]

Tossetimen slut og Genmab banket tilbage til start - sørgeligt at se på

[bibob]

Same as usual.

[E_L]

and with reasonble volume, near 100k already… wouldn't surprise me if we see another bank downgrade later today or tomorrow…

[polle1]

Why do you think that, EL ??

[E_L]

oh pure speculation polle, but suddenly it starts falling from a nice +, feels like some got a report earlier then we do...

[StockBull]

Sted under stor volumen og falder nu ved lav volumen

[JørgenVarnæs]

Could be, that banks are reacting to the "emperors new clothes" presentations of late

[JørgenVarnæs]

a pipeline that is dead in the water and disappointing volume numbers for dara - whats not to dislike