Genmab — September 2019
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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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