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Genmab — Oktober 2020

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • S Offline
    S Offline
    Sukkeralf
    wrote on sidst redigeret af
    #606

    Umiddelbart ikke noget om salget for Kesimpta i Q3 regnskabet - registreringsansøgning indsendt i Japan.

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    • S Offline
      S Offline
      Sukkeralf
      wrote on sidst redigeret af
      #607

      Det kan være de som minimum skal have et helt kvartals salg før det oplyses eller måske mere

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      • E Offline
        E Offline
        E_L
        wrote on sidst redigeret af
        #608

        it surprised me a bit that on page 20 they singled out kesimpta for higher investments?

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        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #609

          sorry, thought you posted the presentation https://www.novartis.com/sites/www.novartis.com/files/q3-2020-investor-presentation.pdf

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          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #610

            p27 gives a few, what they call, 'launch indicators'

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            • A Offline
              A Offline
              AaBforever
              wrote on sidst redigeret af
              #611

              Ikke meget fest over kursen i dag. Skulle den ikke stige op mod uge 46 med outstanding nyheder/data?

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              • A Offline
                A Offline
                AaBforever
                wrote on sidst redigeret af
                #612

                Jeps...og trærystere..:-D

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                • A Offline
                  A Offline
                  AaBforever
                  wrote on sidst redigeret af
                  #613

                  Mon ikke snart de bliver træt i armene? 😉

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                  • StockBullS Offline
                    StockBullS Offline
                    StockBull
                    wrote on sidst redigeret af
                    #614

                    Ja det tyder på vi skal længere ned og måske teste 2130 i første omgang

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                    • StockBullS Offline
                      StockBullS Offline
                      StockBull
                      wrote on sidst redigeret af
                      #615

                      Juni fes den fra 2100 og ned i 1875 og så op i 2200

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                      • H Offline
                        H Offline
                        Hamming
                        wrote on sidst redigeret af
                        #616

                        @sukkeralf - https://twitter.com/KempenLS/status/1321053955733020672

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                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #617

                          yes, that is this quote: Kesimpta (ofatumumab, formerly OMB157) was launched in the US following FDA approval in August.
                          Kesimpta is a targeted B-cell therapy that can deliver powerful and sustained high efficacy, with a
                          favorable safety profile and the flexibility of an at home self-administration for a broad population of RMS
                          patients. We have seen a promising start with our flexible hybrid face-to-face / digital launch.

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                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #618

                            To provide
                            access to eligible US patients while they obtain reimbursement we are providing Kesimpta free of charge
                            for a limited amount of time. Based on our assumption on the time from initiation of therapy to
                            reimbursement we anticipate that a majority of the sales in the first quarter of launch will be free goods
                            and have accrued accordingly. We expect this share to decrease over time as reimbursement
                            progresses

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                            • bongobobB Offline
                              bongobobB Offline
                              bongobob
                              wrote on sidst redigeret af
                              #619

                              Old pusher strategy 🙂

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                              • S Offline
                                S Offline
                                Sukkeralf
                                wrote on sidst redigeret af
                                #620

                                Ja det ville være rart hvis Pd-L1/4-1BB kan leve op til Jans forventninger.

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                                • S Offline
                                  S Offline
                                  Sukkeralf
                                  wrote on sidst redigeret af
                                  #621

                                  Keytruda: $3.7 billion, up 21%, reflecting "continued strong momentum" in non-small-cell lung cancer, as well as uptake in other oncology indications, and partially offset by the negative impacts of the COVID-19 pandemic and pricing in Japan

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                                  • S Offline
                                    S Offline
                                    Sukkeralf
                                    wrote on sidst redigeret af
                                    #622

                                    Just a moment...

                                    favicon

                                    (www.firstwordpharma.com)

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                                    • SolsenS Offline
                                      SolsenS Offline
                                      Solsen
                                      wrote on sidst redigeret af
                                      #623

                                      Vi kan drømme om at Genmabs/Biontechs PD-L1 x 4-1BB er second generation til bl.a Keytruda 😉

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                                      • SolsenS Offline
                                        SolsenS Offline
                                        Solsen
                                        wrote on sidst redigeret af
                                        #624

                                        Keytruda ca 20% ORR i firstline NSCLC og 45% ORR i gruppen der udtrykker PD-L1 mest https://www.curetoday.com/view/keytruda-nears-50-percent-response-response-in-high-pd-l1expressing-lung-cancer

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                                        • SolsenS Offline
                                          SolsenS Offline
                                          Solsen
                                          wrote on sidst redigeret af
                                          #625

                                          Så har vi lidt benchmark, hvor de patienter der indgår i det forsøg vi får resultater fra er sværere at behandle, idet de ikke er first line.

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