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Genmab — Januar 2020

Planlagt Fastgjort Låst Flyttet Genmab
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  • Helge_LarsenPI-redaktørH Offline
    Helge_LarsenPI-redaktørH Offline
    Helge_LarsenPI-redaktør
    wrote on sidst redigeret af
    #1047

    efficacy and safety profile for Duobody-CD3xCD20.
    These results could pave the way for a partnership deal in early 2020. I anticipate successful data could bring peak sales to around USD 3bn. With respect to Darzalex I believe the product will continue to deliver and drive peak sales further up. This is driven by larger impact from early lines of treatment, more patients getting treated with Darzalex and are living longer, and the likely approval of the subcutaneous formulation due in Q2’20.

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    • Helge_LarsenPI-redaktørH Offline
      Helge_LarsenPI-redaktørH Offline
      Helge_LarsenPI-redaktør
      wrote on sidst redigeret af
      #1048

      Sakset fra Linkedin.

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      0
      • K Offline
        K Offline
        KWC
        wrote on sidst redigeret af
        #1049

        🙂

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        • BulderB Offline
          BulderB Offline
          Bulder
          wrote on sidst redigeret af
          #1050

          Va faen, go'e gamle FF. der kan man se. 🙂

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          • BulderB Offline
            BulderB Offline
            Bulder
            wrote on sidst redigeret af
            #1051

            Er han startet op for sig selv?

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            • BulderB Offline
              BulderB Offline
              Bulder
              wrote on sidst redigeret af
              #1052

              Healthcare Specialist - var beha'r

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              • Helge_LarsenPI-redaktørH Offline
                Helge_LarsenPI-redaktørH Offline
                Helge_LarsenPI-redaktør
                wrote on sidst redigeret af
                #1053

                Jeg blev også overrasket da jeg fandt indlægget på Linkedin for et øjeblik siden. Han har været et fast samtaleemne her i chatten i de år han var hos Jyske Bank.

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                • J Offline
                  J Offline
                  JKY_VH
                  wrote on sidst redigeret af
                  #1054

                  hold da op FF har set lyset. Han har åbenbart haft godt af at slippe ud af mørket i JB.

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                  • SolsenS Offline
                    SolsenS Offline
                    Solsen
                    wrote on sidst redigeret af
                    #1055

                    JNJ har oplyst Halozyme, at sc-dara ikke vil påvirke dem ret meget i 2020, idet approval forventes medio 2020 og herefter skal der forhandles reimbursement/pris med landene. Så ketchub effekten må vente til 2021.

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                    • J Offline
                      J Offline
                      JKY_VH
                      wrote on sidst redigeret af
                      #1056

                      men han glemte da vist at påpege den betydelige upsiderisiko 🙂

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                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #1057

                        i don't understand why they can not already start to negotiate this now , when SC approval is imminent...

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                        • SolsenS Offline
                          SolsenS Offline
                          Solsen
                          wrote on sidst redigeret af
                          #1058

                          Just what I heard in a cc from Halo. I belive it was at JPM.

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                          • SolsenS Offline
                            SolsenS Offline
                            Solsen
                            wrote on sidst redigeret af
                            #1059

                            Royalty from teprotumumab, ofatumumab and daratumumab will accelerate earnings in 2021.

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                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #1060

                              and i imagine by 2021 analysts will also start to understand that Dara treatment doesn't stop after 4 years, as many have in their models...

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                              • SolsenS Offline
                                SolsenS Offline
                                Solsen
                                wrote on sidst redigeret af
                                #1061

                                I think Amyloidosis treatment will contribute to dara sales arround $7bn i 2021.

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                                • SolsenS Offline
                                  SolsenS Offline
                                  Solsen
                                  wrote on sidst redigeret af
                                  #1062

                                  ...perhaps a little to much 😉

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                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #1063

                                    .perhaps a little 😉

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                                    • SolsenS Offline
                                      SolsenS Offline
                                      Solsen
                                      wrote on sidst redigeret af
                                      #1064

                                      Lets say in 2022...

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                                      • B Offline
                                        B Offline
                                        bibob
                                        wrote on sidst redigeret af
                                        #1065

                                        We can wait on that too. ;-).

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                                        • G Offline
                                          G Offline
                                          gentogen
                                          wrote on sidst redigeret af
                                          #1066

                                          Apropos bibob 07:40 om dara og ibrutinib findes der denne artikel: "Targeting CD38 enhances the antileukemic activity of ibrutinib in chronic lymphocytic leukemia (CLL)" fra Clinical Cancer Research april 2019

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