Genmab — Februar 2019
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Pharma, ikke medico
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from Celgene earnings call
In the US, POMALYST fourth quarter net sales grew 39% year-over-year, driven by the continued adoption of the triplet regiment of POMALYST, daratumumab, and dexamethasone for relapsed refractory myeloma.
https://seekingalpha.com/article/4237236-celgene-corporation-celg-ceo-mark-alles-q4-2018-results-earnings-call-transcript?part=single -
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Vi har tidligere set bivirkninger fra disse PI3K hæmmere - de kæmpede jo i sin tid lidt en kamp mod BTK hæmmerne om at komme først i kombination med CD20 antistofferne. Der var i hvert fald problemer med ofatumumab i kombi med en PI3K inhibitor fra Gilead (tror jeg det var).
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Apropos hårene i suppen: Fatal adverse reactions within 30 days of the last dose occurred in 12% (19/158) of patients treated with COPIKTRA and in 4% (7/155) of patients treated with ofatumumab. Serious adverse reactions were reported in 73% (115/158) of patients treated with COPIKTRA
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Vi skal nok se noget markedsvækst i US for at komme væk fra den stagnationsstemning, som 0,3% US volumenstigningen Q3/Q4 skabte
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