Genmab — Januar 2020

[Helge_LarsenPI-redaktør]

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.

[JKY_VH]

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

[Solsen]

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.

[JKY_VH]

men han glemte da vist at påpege den betydelige upsiderisiko

[E_L]

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

[Solsen]

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

[Solsen]

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

[E_L]

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...

[Solsen]

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

[Solsen]

...perhaps a little to much

[E_L]

.perhaps a little

[Solsen]

Lets say in 2022...

[bibob]

We can wait on that too. ;-).

[gentogen]

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

[gentogen]

the combination of ibrutinib and daratumumab resulted in significantly enhanced anti-CLL activity in vitro and significantly decreased tumor growth and prolonged survival in the in vivo CLL xenograft model.

[gentogen]

Conclusions: Overall, our data demonstrate the anti-tumor mechanisms of daratumumab in CLL; furthermore, we show how co-targeting BTK and CD38 lead to a robust anti-CLL effect, which has clinical implications.

[Helge_LarsenPI-redaktør]

Darzalex tal 2019: https://www.proinvestor.com/?p=debat_1&postid=81037&thread=50&start=

[Helge_LarsenPI-redaktør]

Tak peter.

[peter12]

Nu er der ikke så meget spænding mere så må vi se hvor ofte det bliver

[Bulder]

Sydbank estimerer Darzalex salg på 4,144 mia $ drevet af: "fortsat markedspenetrering (specielt i 1. linjebehandling) og en potentiel godkendelse af Darzalex i en subkutan version". Men hvis sc først for alvor får effekt fra 2021 pga prisforhandlinger, er 4 mia måske i overkanten.