Genmab — September 2018

[Sukkeralf]

Ja

[JohnW]

Ja, det bliver spændende når der kommer nyt. Tror du SG vil droppe AXL, hvis der kommer gode data på TF, eller vil de føre begge produkter videre i klinikken?

[JohnW]

Med andre ord, er virkemåden på TF og AXL så forskellige, at man gerne vil udvikle to stoffer mod solide?

[Sukkeralf]

SG har ingen rettigheder over AXL, så det er udelukkende Genmab der bestemmer det. TF og AXL rammer to forskellige targets, så de er ikke konkurrenter umiddelbart - begge bliver taget hele vejen, hvis de virker

[JohnW]

Super, det er altid rart med ekstra skud i bøssen.

[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…