Genmab — Maj 2020

[Helge_LarsenPI-redaktør]

Pensionist...Aktiesnakken.

[bibob]

God morgen.

[Mogan]

Søren Løntoft, siger at AL-amyloidose er en mere sjælden sygdom, med 3000-4000 nye diagnosticerede om året i USA. Men vel også potentiale i andre lande?

[Parasitism]

Det skulle man tro. Bygger hans topsalgsestimat på de 500 mio., så også kun for USA?

[Legolas23]

Premarket siger en kursstart på 2110

[Darvin]

Hvis ikke jeg husker forkert har andre talt om det dobbelte af hvad Søren siger.

[E_L]

annual report p 26 -3,000-4,000
approximate number of new cases diagnosed annually, making
AL amyloidosis the most common type of amyloidosis in the U.S - An estimated
16,000
people in the United States
suffer from amyloidosis. - 12-15%
of multiple myeloma
patients develop
light chain (AL)
amyloidosis.

[E_L]

compare MM -26,000
people estimated newly diagnosed with and 13,650 estimated
to have died from multiple myeloma in the U.S. in 2018 -160,000
people estimated diagnosed with and 106,000 estimated
to have died from multiple myeloma worldwide in 2018.

[Sukkeralf]

Lad os så få den epcoritamab deal - og data

[E_L]

the 'good' thing for Dara in my opinion is that there really isn't much of an alternative and we can roll it out very fast now; every MD already knows Dara & it's risk profile

[E_L]

but looking forward to the real data; not so sure yet if there is good renal response

[bikube]

ATH er løftet en hel% til 2140.

[Darvin]

E L ok - then if one use a simple calculation method, it should end up around 1 billion for Genmab/JJ OR ?

[Darvin]

not scientifically calculated however

[GeorgeBest]

I think you are right Darwin, because as I understand Jan yesterday, there will be no competition in Amy, in contrary to MM where there are some competion especially in first line

[GeorgeBest]

Do anyone know how far away approval for Amy in EU and Japan is?

[GeorgeBest]

Janssen, which obtained an exclusive worldwide license to develop, manufacture and commercialize daratumumab from Genmab in 2012, will discuss with health authorities the potential for a regulatory submission for this indication.

[GeorgeBest]

That must be health authorities worldwide I presume?

[AaBforever]

Mon den holder + i dag?

[E_L]

yes