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Genmab — November 2019

Planlagt Fastgjort Låst Flyttet Genmab
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  • BulderB Offline
    BulderB Offline
    Bulder
    wrote on sidst redigeret af
    #537

    Men er IMS-tallene reelle salgstal? - eller er de uden rabatter, ligesom SH-tallene.

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    • K Offline
      K Offline
      kkjoel
      wrote on sidst redigeret af
      #538

      Ja, det er jo et godt spørgsmål.

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      0
      • BulderB Offline
        BulderB Offline
        Bulder
        wrote on sidst redigeret af
        #539

        Stiller du Winkel det?

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        • K Offline
          K Offline
          kkjoel
          wrote on sidst redigeret af
          #540

          Jep.

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          • BulderB Offline
            BulderB Offline
            Bulder
            wrote on sidst redigeret af
            #541

            Men du har ret. Hvis det er reelle tal, så er der absolut ingen problemer.

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            • K Offline
              K Offline
              kkjoel
              wrote on sidst redigeret af
              #542

              Har lagt spørgsmålet op.

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              0
              • K Offline
                K Offline
                kkjoel
                wrote on sidst redigeret af
                #543

                Bulder, ved vi om der er/kan være salgsmilepæle efter $3 mia., fx $5 mia?

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                • BulderB Offline
                  BulderB Offline
                  Bulder
                  wrote on sidst redigeret af
                  #544

                  jeg ved det ikke

                  1 Reply Last reply
                  0
                  • K Offline
                    K Offline
                    kkjoel
                    wrote on sidst redigeret af
                    #545

                    Ok.
                    I øvrigt ynes jeg ikke en fordobling af markedsandelsen på 6 md. efterfulgt af 33% stigning på 3 md. er synderligt beskedent. Snarere voldsomt 😉 Misforstår jeg dig eller hvad mener du mht. til disse stigningstakter?

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                    • BulderB Offline
                      BulderB Offline
                      Bulder
                      wrote on sidst redigeret af
                      #546

                      Det er små tal, så en fordobling kommer jo nemt.

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                      0
                      • BulderB Offline
                        BulderB Offline
                        Bulder
                        wrote on sidst redigeret af
                        #547

                        eatwell havde klart ventet mere af us, men bliver reddet af row

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                        0
                        • K Offline
                          K Offline
                          kkjoel
                          wrote on sidst redigeret af
                          #548

                          Ja sandt - det er møj spændende hvordan stigningstakten udvikler sig fremover.

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                          0
                          • BulderB Offline
                            BulderB Offline
                            Bulder
                            wrote on sidst redigeret af
                            #549

                            hvis de næste 6 mdr også giver en fordobling, og de næste 6 ... så skal det nok gå 😉

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                            0
                            • G Offline
                              G Offline
                              gentogen
                              wrote on sidst redigeret af
                              #550

                              Fra abstracts: : Here we show for the first time that, although follow-up is still short, the combination of daratumumab and nivolumab may be a new therapeutic regimen with an acceptable safety profile in RRMM. Addition of low-dose cyclophosphamide did not improve ORR, but increased the frequency of infections and hematologic toxicity, when compared to ND alone. Therefore, the nivolumab-daratumumab regimen was selected for further evaluation

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                              • G Offline
                                G Offline
                                gentogen
                                wrote on sidst redigeret af
                                #551

                                Daratumumab is effective in heavily pretreated patients with MM associated AL amyloidosis. Quality of response improved over time with 60% of patients achieving CR or VGPR after 16 infusions

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                                • G Offline
                                  G Offline
                                  gentogen
                                  wrote on sidst redigeret af
                                  #552

                                  Daratumumab showed high efficacy as a firstline treatment in newly diagnosed AL amyloidosis yielding a 100% objective hematologic response rate and a significant organ response rate even in high risk patients that usually have a very poor prognosi

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                                  • BulderB Offline
                                    BulderB Offline
                                    Bulder
                                    wrote on sidst redigeret af
                                    #553

                                    Hvor er det sidste citat fra?

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                                    0
                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #554

                                      from Horizon transcript "Our 100-person teprotumumab team is now in place. It includes sales representatives, patient educators, reimbursement specialists, site-of-care specialists and medical liaisons. " etc https://finance.yahoo.com/news/edited-transcript-hznp-earnings-conference-013456892.html

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                                      • S Offline
                                        S Offline
                                        Sibelius
                                        wrote on sidst redigeret af
                                        #555

                                        @ Bulder 11:47 - Jeg synes det går rygende hurtigt. det svarer til at marekdsandelen i USA i første linje stiger med 10-15% point per måned - det synes jeg er helt fint.

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                                        • G Offline
                                          G Offline
                                          gentogen
                                          wrote on sidst redigeret af
                                          #556

                                          https://ash.confex.com/ash/2019/webprogram/Paper124681.html

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