Genmab — August 2020
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press release Novartis on the NEJM publication mentioned last night https://www.novartis.com/news/media-releases/novartis-announces-nejm-publication-phase-iii-asclepios-trials-demonstrating-superior-efficacy-ofatumumab-patients-relapsing-multiple-sclerosis and the article abstract https://www.nejm.org/doi/full/10.1056/NEJMoa1917246
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BMS earnings slide 13 gives an idea of Revlimid and Pomalyst sales for comparison https://s21.q4cdn.com/104148044/files/doc_presentations/2020/BMY-Q22020-Earnings-Updates.pdf
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Overall, the street is currently modeling roughl y $1.5 billion consensus estimates by 2026 from belantamab https://thenonconsensus.com/blog/2019/11/20/gsk-detailing-growth-opportunities-in-oncology-and-upcoming-bcma-data
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God morgen.
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Aflagt Genmab-middel sælger stort – milliarder kan være på vej i royalties
Det tidligere Genmab-middel Tepezza sælger langt bedre, end hvad den nuværende ejer Horizon Therapeutics turde håbe på. Da Genmab har ret til royalties, kan der være milliarder på vej til det danske biotekfirma.
(medwatch.dk)
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