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Genmab — Juli 2019

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
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    Plimsoller
    wrote on sidst redigeret af
    #1496

    But wouldn't they look for a partner for TV?

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    • SolsenS Offline
      SolsenS Offline
      Solsen
      wrote on sidst redigeret af
      #1497

      Jeg tror heller ikke det giver noget på kursen. Men det er da muligt at de på sigt vil væk fra Kbh. Der er da sikkert også et skatteelement i at flytte.

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      • SolsenS Offline
        SolsenS Offline
        Solsen
        wrote on sidst redigeret af
        #1498

        De er sikkert også bange for hvad de røde kan finde på 😉

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          E_L
          wrote on sidst redigeret af
          #1499

          @Plimsoller Seattle Genetics is their partner.

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            Plimsoller
            wrote on sidst redigeret af
            #1500

            Sorry. You are of course right. Thank you.

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              E_L
              wrote on sidst redigeret af
              #1501

              Q2 2019 Johnson & Johnson Earnings Call Transcript https://finance.yahoo.com/news/edited-transcript-jnj-earnings-conference-122731356.html

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                AaBforever
                wrote on sidst redigeret af
                #1502

                Stock... ser ud til det sker i dag..:-)

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                • L Offline
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                  LyngeInv
                  wrote on sidst redigeret af
                  #1503

                  Så er vi på 1234... Spændende herfra...

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                    E_L
                    wrote on sidst redigeret af
                    #1504

                    i'll quote main question/paragraph

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                      E_L
                      wrote on sidst redigeret af
                      #1505

                      And then on DARZALEX, any insight you can provide on average treatment duration now and how you see this evolving over time? And then any initial thoughts on how you're thinking about pricing the subcu formulation?

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                        E_L
                        wrote on sidst redigeret af
                        #1506

                        Let me start with DARZALEX. I'm telling you that we are very pleased with the provision of DARZALEX. We had a very strong growth in the quarter with 57%, 41% when you neutralize for the onetime price effect. So we are pleased with the progression -- with operation of DARZALEX and the strong growth that we are having across all lines of therapy. Particularly, recently, we've had 2 important events.

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                          E_L
                          wrote on sidst redigeret af
                          #1507

                          One is the approval of the frontline indication in transplant-ineligible patients in the combination with REVLIMID, which was much anticipated, and that will give us, together with the filing of the also frontline indication in transplant eligible, will give us 3 indications in frontline.

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                            E_L
                            wrote on sidst redigeret af
                            #1508

                            So to your question on the duration. As we move into earlier lines, the duration of the treatment increases. When it comes to the subcu that we filed earlier this week, we think this is a very important opportunity for DARZALEX overall. Keep in mind that we're going to be able to reduce the infusion time from 8 hours that we have today to 5 minutes.

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                              E_L
                              wrote on sidst redigeret af
                              #1509

                              So that's going to give significant advantages in terms of adoption of DARZALEX, in particular in earlier lines and particularly when you think that 50% of the use of DARZALEX today in the U.S. is in oncology clinics in outpatient patients. So we think that this combination is going to make DARZALEX easier to use for physicians,

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                                E_L
                                wrote on sidst redigeret af
                                #1510

                                more convenient to patients, that if you add to that the number of studies in which we are showing very, very strong results in frontline, will portend for a very positive continue adoption of DARZALEX that we see one of the major drivers of the growth of the pharmaceutical group. [end quote]

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                                • SolsenS Offline
                                  SolsenS Offline
                                  Solsen
                                  wrote on sidst redigeret af
                                  #1511

                                  Nice 🙂

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                                  • SolsenS Offline
                                    SolsenS Offline
                                    Solsen
                                    wrote on sidst redigeret af
                                    #1512

                                    The longer duration for the iv in earlier lines underpinds the importance of sc. Here we go..

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                                      bikube
                                      wrote on sidst redigeret af
                                      #1513

                                      De vil ikke udtale sig om prisen

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                                        LyngeInv
                                        wrote on sidst redigeret af
                                        #1514

                                        Høj volumen igen idag.. Tegner godt...

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                                        • SolsenS Offline
                                          SolsenS Offline
                                          Solsen
                                          wrote on sidst redigeret af
                                          #1515

                                          Vi skulle gerne bounce omkring 1220 og lukke godt over.

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