Genmab — Maj 2020

[Sukkeralf]

For Ofa its a bit different because you need to compete with Roche/Genentechs Ocrevus - so here you maybe need the salesreps to some good work

[Sukkeralf]

to do some good work

[E_L]

yes. maybe it is worthwhile reposting a comment from Novartis Q1

[E_L]

Lastly, on ofatumumab, that's clearly the focus, bringing a highly efficacious B-cell therapy, which is safe, which can be administered at home. And particularly now in a post-COVID period, this is going to be absolutely paramount for the market and for patients. So we're very excited about this prospect. And clearly, we're focusing for a big launch in this area.

[E_L]

"Now more than ever, bringing a B-cell therapy that's highly efficacious and administered at home is highly attractive."

[E_L]

it is a good selling point now, the question is indeed how difficult it is to get that to doctors and patients

[Henrikhot]

Genmab will receive mid-single digit royalties on sales of TEPEZZA. 5% af 200M$=10M$ vel også en slags penge

[GeorgeBest]

I have seen analysts calculate with 6.5%

[Solsen]

We actually dont know. But 5-7% is a guess.

[Solsen]

Not much value now to Genmab besides they have created something that make a great difference to patients But they expect norths of $1bn sales in future.

[GeorgeBest]

In Europe we are now opening up again. That includes hospitals and doctors. Therefore it should also mean opening up in Genmab related matters

[Henrikhot]

Analysts forecast that US revenues for the therapy could reach up to $700 million at peak ca
46M$ at 6,5%

[GeorgeBest]

Revenues outside US?

[E_L]

Horizon already increased their own peak U.S. annual net sales expectation to > $1bn earlier this year

[Henrikhot]

Tja 65 millioner $ om året kan vel godt betale for et og andet. Det er jo direkte på bundlinien

[Sukkeralf]

Den årlige PI skovtur har vel et budget deromkring

[Solsen]

Horizon expect +$1bn in peaksales

[Sukkeralf]

Hvem ved om Genmab ikke ligeledes skulle hoppe med på Covid-19 bølgen - mon ikke der er nogle som er interesserede i deres platforme til dette.

[Sukkeralf]

https://njardarson.lab.arizona.edu/sites/njardarson.lab.arizona.edu/files/Top 200 Drugs By Retail Sales in 2019_0.pdf

[Sukkeralf]

Darzalex nummer 41 på top 200 sælgende drugs i 2019 - i 2020 skulle vi gerne små 15-20 pladser frem på listen