Genmab — Juli 2019
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However, Darzalez’s success in GRIFFIN is nevertheless important in two key respects. The first is that it evaluated the same regimen being tested in PERSEUS, thus increasing the odds of success in the larger study. What’s more, and perhaps more importantly from a near-term perspective, having data in hand supporting the benefit of Darzalex plus VRd could be enough to convince some oncologists to starting using the combination.
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“Although results of the ongoing PERSEUS trial will be required to enable approval of the regimen in this setting, data publication and inclusion in treatment guidelines could enable off-label use in the US and should further consolidate Darzalex as an option that should be considered for all first-line patients,” noted Deutsche Bank analyst Richard Parkes.
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PERSEUS findings are expected sometime in 2022. Parkes said that adding the ASCT-eligible indication to Darzalex’s label will make up a meaningful portion of his $7.5 billion in projected sales for the drug in 2025, though his assumption of only 20% penetration leaves some room for upside.
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Trump dropper forbud mod rabatter til indkøbsforeninger. https://medwatch.dk/secure/samfund/article11497065.ece
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Men ser nu ud til at rette fokus mod medicinalvirksomhederne.
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Trump dropper lovindgreb - det kan blive dyrt for danske Novo Nordisk
Donald Trumps forsøg på at skaffe amerikanerne billigere medicin led et knæk, da USA´s regering har droppet at tvinge sygekasser og forsikringsselskaberne til at sende deres rabatter videre til forbrugerne.
Finans (finans.dk)
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Bibob - Præcis, og yderligere så nærmer valget sig. Det er lidt svært at forudsige hvad han vil (og ikke mindst hvor meget magt han har til at gennemføre det). Der er vel grænser for hvor meget man kan styre igennem et dekret).
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Lige netop det med medicinpriserne har han og tidligere præsidenter reelt ikke meget magt over.
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bibob det tror jeg nu analytikerne har fokus på - lidt off label salg grundet Griffin ville være rart. Dollarkursen holder sig stadig 10% over Genmab forventning, så ville være rart at hive begge salgsmilestones (100 + 150 millioner dollars) ind i år til "overkurs".
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Vi skal
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Vi skal på at den høje dollarkurs gør det sværere at nå 3 mia $. ROW bliver ramt
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