Genmab — Juni 2020

Don_Joning

ifølge bussiness wire vil markedet for livmoderhalskræft ramme i nærheden af 17,9 milliarder dollar i 2022, hvis vi antager at Tiso kommer i første eller 2. linje er der nogen der har et forsigtigt bud på hvor mange procent af den kage man vil kunne få anddel i
? https://www.businesswire.com/news/home/20191211005568/en/Global-Cervical-Cancer-Drugs-Market-Report-2020

Sukkeralf

I E L´s link hedder det 240-600 millioner dollars i 2. linie - i første linie kræver det data før man kan vurdere dette.

Don_Joning

en helt anden ting, hold op hvor er det dejligt, at der kommer nye behandlinger indenfor dette område, skrækkelig sygdom med katastrofale konsekvenser for alt for mange unge kvinder

Don_Joning

ok tak Sukkeralf

nohope

Livmoderhalskræft er vel en sygdom så vi vil se forsvinde over den kommende tid. Den kan vaccineres væk. At der er tåber der heller ser deres døtre dø af livmoderhalskræft end få et stik slipper vel op.

Bulder

Ja, det er det der er spørgsmålet. I Australien regner man med om få år at have udryddet lmhk, fordi tilslutningen til vacc-programmet er 100%. I Japan derimod er det tæt på 0%.

Bulder

I DK er stemningen vel ved at vende til fordel for vacc. I US er det bob bob. Så der vil gå en årrække med et marked for lmhk-terapier.

Bulder

Og til den tid har TV måske vist sig effektiv i en række andre solide tumorer.

E_L

it will still take some time for this to disappear, have another look at the Cervical Cancer Market Size, p35 June investor prestentation, shocking how many
still die in Europe https://ir.genmab.com/download-library#content

E_L

I posted this seekingalpha article a while ago, as it also looked at cervical cancer https://seekingalpha.com/article/4335715-agenus-time-of-coronavirus

Bulder

Yes I was quite surprised on European numbers. What countries are they that bring the numbers so high?

E_L

don't know, good question. I know in the netherlands it is only 200 -250, we have large cervical cancer screening programmes

E_L

HPV Vaccination here is around 70% i believe, by chance it was in the newspaper that this year it went up by 7%

E_L

this morning

nohope

When will it be available for commercial use ? In 5-10 years ? At that time we hopefully(!) will see a sharp decline in cervical cancer due to vaccine.

GeorgeBest

Tiso will be available next year in 2nd line and onwards

GeorgeBest

In US at least

nohope

Ok. Let´s hope that it will be of benefit to both the women - and us.

E_L

H.C. Wainwright analyst Ram Selvaraju reiterated a Buy rating on Genmab (NASDAQ:GMAB) A/S on Tuesday, setting a price target of $40,

E_L

i actually thought they were already at $40