Genmab — Oktober 2018
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Pharmacokinetic profiles of daratumumab were similar between monotherapy and combination therapy. https://link.springer.com/article/10.1007%2Fs12325-018-0815-9
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Da de i februar meldte de 2-2,3 mia ud var det hovedsageligt baseret på 2. linje. De troede ikke på ret meget 1. linje i 2019. Men nu var EMA jo tidligt ude med godkendelsen, så vi får et helt kvt med 1. linje og med priserne på plads. Det kan måske betyde noget.
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desværre ikke - vi ser kun en linie for RoW I JJ's regnskab, og GEN har ikke mere specifikation
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Det var allerede svært at forecast'e RoW - og rabatten gør det ikke nemmere
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On Japan: We -- I think I mentioned last quarter that we
were starting to collect IMS data, but we're a little nervous of sharing it at the early stage
until we're able to compare with the Janssen commercial sales. Of course, I can't talk to
you about the individual country sales that we get reported from Janssen. But looking at
the Japan data for Q1, it was about $19 million of sales reported by IMS for Japan in Q1.
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