Genmab — September 2019
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MS-ekspertene trekker frem studier på den nye B-celleterapien ofatumumab som vesentlig fra den siste sesjonen på årets ECTRIMS. https://www.dagensmedisin.no/artikler/2019/09/13/slik-oppsummerer-de-late-breaking-news/
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Fabelagtigt Gentogen. Tak for info og link.
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“Whether a once-daily pill is better than a once-monthly injection at home, I don’t know,” Bar-Zohar said. “But what I do know is when you have high efficacy at your fingertips, and you don’t have to spend a half day at an infusion center, that’s very important to patients.”
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Ja, det er jo syge patienter som ikke orker at tilbringe en 1/2 dag på et sygehus hvis alternativet er at man kan få en sc injektion hjemme. Alt er bedst i rolige omgivelser. Har selv gennemgået 8 operationer og ved at man ikke kan komme hurtigt nok hjem.
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Novartis' strong MS results could pose challenge to Roche https://www.biopharmadive.com/news/novartis-ofatumumab-challenge-roche-ocrevus-ectrims/562884/
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Die US-Investmentbank Goldman Sachs hat die Novartis-Aktien nach Studiendaten zum Multiple-Sklerose-Mittel Ofatumumab auf der "Conviction Buy List" mit einem Kursziel von 105 Franken belassen. In einem Vergleich zum Konkurrenzmittel Ocrevus von Roche seien die Ergebnisse von Novartis sehr ermutigend, schrieb Analyst Keyur Parekh in einer am Freitag vorliegenden Studie. Die Umsatzschätzungen am Markt für das Medikament könnten steigen
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Deutsche Bank analyst Richard Parkes tells investors in a research note after attending the ECTRIMS conference in Stockholm that data from Novartis' (NVS) ASCLEPIOS trials suggests ofatumumab will be a "strong" competitor for Roche's (RHHBY) Ocrevus in relapsing/remitting multiple sclerosis.
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Parkes says he expects physicians to view the drugs as having broadly comparable and highly compelling efficacy, with ofatumumab's at-home dosing an attractive option for some patients, suggesting meaningful upside potential to his current 2024E ofatumumab sales of $1.1B and possible risks to his forecasts for Roche's Ocrevus. According to physician feedback, Parkes says the drugs are likely to share a rapidly growing market. Parkes maintains a Hold rating and 90 CHF price target on Novartis
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Great E L. A huge thank you from here.
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Great. Thanks EL. Analyst seems to like the ofa data more than the market.
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Novartis was down 1.5% and Roche up 1.6%. Thats more than 3% outperformance in favor of Roche....
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