Genmab — December 2019

[Solsen]

Har stadig svært ved at se ideen i den notering. Omsætter sølle 40.000 alm aktier med et fald på 1,5% lige nu.

[nohope]

Nej, det er helt til grin. De skulle have holdt sig væk eller gået hele vejen.

[E_L]

https://twitter.com/CNBCTheExchange/status/1206657000307908608

[Solsen]

15-20.000 pts X $100.000. Market share below 50% if expectations are $750 mln

[Solsen]

Er der nogen der ved hvordan Horizon vil markedsføre og sælge teprotumumab. De er vel egentlig værdisat lavt.

[E_L]

7/11 13:05
af E L
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 (link)

[E_L]

12/12 08:58
af E L
Horizon Therapeutics’ awareness campaign (link)

[E_L]

1/7 12:15
af E L
Horizon expects to have hired most of its sales reps for teprotumumab by the end of July (link)

[Solsen]

Thanks EL. Just listened to their latest cc. They have 100 salsrep etc in place.

[Solsen]

BUT the doctors in the eye care are not familiar with infusions. So Horizon will help them with infusions centers etc

[Solsen]

You know infusion chairs

[Solsen]

But the infusion time was not mentioned.

[E_L]

yes, that is correct, but there is a rumour that somewhere in the middle of next year a lot of infusion chairs become available...

[Solsen]

Horizon have many drugs in the portefolio. So they are used to dales organisation.

[Solsen]

Haha right you are

[Solsen]

They have a trial ongoing with relapsed and non responders. So it has potantial to much more than $750 mln/y

[Solsen]

Read out in a few month.

[Solsen]

No treatment option today for patiens. So a quick penetration possible. And 3-400 mln dkk to Genmab per year.

[Plimsoller]

God morgen

[bibob]

God morgen.