Genmab — Oktober 2019

[Bulder]

Dara for maintenance is not approved anywhere. As for smoldering, you only treat high risk pts, about 15% of pts. Limited market. Bowers value smoldering with 47 dkk.

[Bulder]

... out of 1650

[Sukkeralf]

And the problem is still that you treat people that are not sick yet - can you get reimbursement for that. And what kind of treatment would you go after - delaying the MM or a possible cure (like 4 combination therapy maybe). I think its way too early........

[E_L]

Dara isn't the full 1650... and probability weighted; if 100% approved it will get close to 3L and 4L

[Bulder]

Rather half of 3. and 4. line

[Solsen]

I belive generic Revlimid could kick in the S-curve

[E_L]

all valid points Sukkeralf. Just remember, it is one of JNJ focus points for Dara (like SC and amyloidosis). If they put money into it, they will expect a pay out at some time

[Bulder]

Amyloidosis and smoldering MM is about same market size.

[Sukkeralf]

E L - that goes for everything you send in the clinic. But you still need data to judge the potential

[Sukkeralf]

And smoldering is particularly hard because people are not sick yet

[E_L]

I am not arguing with you on this. Merely pointing out that I think there is a good chance this will produce future revenues. You know as well as I do that there is a lot of discussion on this topic between the myeloma experts. Let them fight it out

[E_L]

I was also gonna point out that I -stubbornly- still think that we will see another solid trial, possibly already next year; but I think i'll better leave that for another day

[Bulder]

Only remember to ask Winkel about it at the next Q&A.

[Darvin]

M.h.t. udregningen m.h.t. SH tallene: Jeg har 150,2 - 153,7 - 156,9. M.h.t. dag til dag salg får jeg stigningen fra august til september til 12,3 pct. 7,85 mod 6,99. Det er altså et ret heavy tal. Du skrev 8,6 pct Helge 10.03 - har du andre tal ? Eller er mine tal forkerte.

[E_L]

i think the chance of him answering that Q is rather low Bulder...

[E_L]

the Nektar trial we spoke about last week will also
work with Dara refractory patients if i see this correct https://clinicaltrials.gov/ct2/show/NCT04136756?term=daratumumab+OR+ofatumumab+OR+tisotumab+OR+Genmab+OR+arzerra+OR+duobody&lupd_s=10%2F22%2F2019&draw=2&rank=1

[Helge_LarsenPI-redaktør]

Darvin...Jeg copypastede min kildes oplysninger og postede derefter.

[Helge_LarsenPI-redaktør]

SH tallet stammer med det jeg har fået fra anden side. Procentudregningen har jeg ikke tjekket.

[Helge_LarsenPI-redaktør]

stemmer

[kkjoel]

Præcis mine tal og procenter, Darwin!