Genmab — December 2018

[Solsen]

You are right. But why do we still se some uncertainty to that fact.

[Bulder]

As I see it, the problem is that you'll never get valid OS comparison between DRd and Rd as pts in the Rd-arm, when they relapse, naturally will prefer DRd (Pollux) to continue with.

[Bulder]

Or, if they are refractory to R, then DVd.

[E_L]

seems like a bit of a luxury problem…

[Solsen]

Yes but still some KOL questions daras use in first line. To me only price is the question. If its no problem then we se $10 bn without question

[Bulder]

There are doctors with the attitude "save the best for later", who for that reason will not use dara frontline. It's still to be seen how many they are.

[pauly]

Rimeligt skørt at have den holdning

[E_L]

yea, that is a job for the JNJ sales force... We had research showing the importance of best treatment first... they will have to push that…

[Solsen]

Certainly a job for JNJ. JW seems confident in winning the battle. 50% instant rise in sales

[troldmanden]

Det har aldrig rigtig givet mening forr mig med det her 50% stigning straks der ligger en godkendelse i 1. line. Hvorffor ikke....? Nu har dde talt om forever at der var stolemangle. Det har været en slags "undskyldning" for væksten ikke har været bedre den seneste tid

[troldmanden]

HVIS det er rigtig vil godkendelse i 1. linee jo iikke løse noget. Så er den ved at ramme et platatueu? Altså at det er SC der skal til for reelt at løfte den meget højere

[troldmanden]

Det virker llidt som at blæse og haave mel i munden samme tid

[Tandfeen-2]

JW mente vækst stiger med 50%, altså fra 28mio USD pr mdr til 42mio uds= 3,4 mia USD i 2019.... så til årsregnskab guider han 3- 3,5 mia USD.= kurs 1500-2000

[polle1]

God morgen og god dag

[Sukkeralf]

Trolmannden her er hvad Jan sagde om flaskehalsproblemet i Q# CC:

[Sukkeralf]

The fourth question is on the bottleneck. What we understand is that in some centers, like the bigger medical centers in the U.S., they are using for the third infusion and further the very quick 90-minute infusion rate. Janssen can, of course, not promote for that because it's not in the label. But we understand that only in the largest centers, James, it's being used as we speak, but not in the community health care centers, where actually the majority of the multiple myeloma patients

[Sukkeralf]

are treated in the United States. So there's a very limited positive impact, I think, of the 90-minute infusion speed -- infusion times in order to actually make more capacity available. But the real -- I think the real big push will come from the subcu formulation, which we anticipate to be available and also can be promoted for in early 202

[Sukkeralf]

Og split dosing vil formentlig være godkendt i starten af 2019, så det kan afhjælpe situationen lidt.

[Sukkeralf]

Men når Jan siger at man kan øge salget med 50% hurtigt, så tror jeg heller ikke nødvendigvis at der med hurtigt menes det første år.

[Sukkeralf]

Vi har aldrig for alvor set et voldsomt løft ved nogen godkendelse so far, så tror ligeledes første linie godkendelserne vil give et langsomt men mere robust løft, da patienterne jo behandles meget længere tid.