Genmab — Oktober 2020

[E_L]

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

[E_L]

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

[AaBforever]

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

[AaBforever]

Jeps...og trærystere..:-D

[AaBforever]

Mon ikke snart de bliver træt i armene?

[StockBull]

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

[StockBull]

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

[Hamming]

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

[E_L]

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.

[E_L]

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

[bongobob]

Old pusher strategy

[Sukkeralf]

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

[Sukkeralf]

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

[Sukkeralf]

Just a moment...

(www.firstwordpharma.com)

[Solsen]

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

[Solsen]

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

[Solsen]

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.

[GeorgeBest]

Genmab price target raised to DKK 2,320 from DKK 1,112 at Goldman Sachs

[Helge_LarsenPI-redaktør]

God morgen.

[Solsen]

GS har da også opkøbt i Genmab http://investors.morningstar.com/ownership/shareholders-major.html?t=GNMSF