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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
    #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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                                        • G Offline
                                          G Offline
                                          GeorgeBest
                                          wrote on sidst redigeret af
                                          #626

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

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