Genmab — Januar 2020

[E_L]

If you look at the chart on the left, which we presented at our R&D Day, you will see that the Confirmed Disability Worsening data is very impressive. If you combine that with a very favorable safety profile and easy mode of administration, we’ll have an autoinjector at launch, we were really proposing a winnings first line value proposition.

[E_L]

So our objective this year is to really focus on making sure that we can provide broad access to as many neurologists as possible, and of course, to as many patients as possible.

[E_L]

Q: First ofatumumab, could you remind us what are the resources that you will use to push the US launch in terms of sales force, and will you use medicine or Gilenya sales force as well or do you need to build new one ahead of the launch?

[E_L]

A: So on ofatumumab, obviously, we are resourcing to win and we’ve got a strong focus on the US also given the fact that we have submitted a PRV. We are looking to work with two separate sales forces. So one dedicated to ofatumumab and then of course, we have a sales force with Mayzent and Gilenya.

[E_L]

So we will be - we will be resourcing to win in this marketplace as I said to you before in the presentation, we firmly believe that we have a very unique value proposition with ofatumumab with unsurpassed efficacy and with B-cell depletion.

[E_L]

We’ve got an excellent safety profile, and also the ease-of-administration will - can really make this product a first-line choice for not only centers of excellence, but just the general neurologists.

[Helge_LarsenPI-redaktør]

Super. Thanks E L.

[Solsen]

Thanks EL. Some analyst have +$4bn in peak sales. More than $400 mln or near 3 bn dkk to Genmab.

[E_L]

super indeed. these vouchers are very valuable, Genmab really lucky that Novartis used it on Ofa. It also says something about Ofa's importance for Novaris

[E_L]

Bavarian Nordic sold their voucher last year for $95 million...

[Solsen]

in fact they paid for 3 more month on market. They have a lot of confidence in ofa as a blockbuster.

[E_L]

I know it is a bit too simple to then
conlude that 3 month Ofa profits for NVS should be >$96mio, but still, a nice thought

[Solsen]

Well not so simple as written. Its also about to get to the market asp before Roche grab it all.

[Solsen]

Just dont know how easy it is to take anything from Roche.

[E_L]

exactly, that is why i wrote 't is a bit too simple to then conlude that.."

[Solsen]

Anybody recall the patent situation on ofa in RRMS ?

[Solsen]

GMAB eneste aktie ud af 25 stk biotech/BP på min US liste

[GeorgeBest]

Health Emergency https://www.cnbc.com/2020/01/30/who-declares-china-coronavirus-a-global-health-emergency.html

[Solsen]

Mon vi snart ser en længe ventet partneraftale....

[JKY_VH]

Det ville være dejligt Solsen