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Genmab — November 2020

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • E Offline
    E Offline
    E_L
    wrote on sidst redigeret af
    #1158

    it was trading at 2223 when the news broke and closed 13dkk lower lol

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    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #1159

      Novartis presentation with some interesting Kesimpta pages (90-100) https://www.novartis.com/sites/www.novartis.com/files/meet-novartis-management-2020-presentation.pdf

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      • SolsenS Offline
        SolsenS Offline
        Solsen
        wrote on sidst redigeret af
        #1160

        5,2% NBRx share after 10 weeks....

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        • SolsenS Offline
          SolsenS Offline
          Solsen
          wrote on sidst redigeret af
          #1161

          Side 92

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          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #1162

            after 8 weeks, in the Q3 presentation , this was 2.5%......... https://www.novartis.com/sites/www.novartis.com/files/q3-2020-investor-presentation.pdf
            p27

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            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #1163

              haha, who knows

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              • SolsenS Offline
                SolsenS Offline
                Solsen
                wrote on sidst redigeret af
                #1164

                6000 prescripstions - ligner det ikke noget voldsomt !

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                • S Offline
                  S Offline
                  Sukkeralf
                  wrote on sidst redigeret af
                  #1165

                  Just a moment...

                  favicon

                  (www.firstwordpharma.com)

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                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #1166

                    are you sure that means 6,000 prescriptions @Solsen ?

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #1167

                      seems like a lot...

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                      • P Offline
                        P Offline
                        peter12
                        wrote on sidst redigeret af
                        #1168

                        But is still for free ?

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                        • G Offline
                          G Offline
                          GeorgeBest
                          wrote on sidst redigeret af
                          #1169

                          Maybe, but I presume when the patient has started with Kesimpta, he will not change to Ocrevus, when Novartis start to charge?

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                          • P Offline
                            P Offline
                            peter12
                            wrote on sidst redigeret af
                            #1170

                            Makes sense

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                            • Helge_LarsenPI-redaktørH Offline
                              Helge_LarsenPI-redaktørH Offline
                              Helge_LarsenPI-redaktør
                              wrote on sidst redigeret af
                              #1171

                              Det danske biotekselskab Genmab har valgt at droppe udviklingen af de potentielle cancermiddel Enapotamab Vedotin til behandling af solide tumorer, da udvidede forsøg med forskellige doser af midlet i et studie ikke forbedrede den kliniske effekt i forhold til tidligere test.

                              Det oplyser Genmab i en meddelelse.

                              • Således mødte data fra den udvidede kohorte ikke Genmabs stringente kriterier for proof-of-concept, hedder det i meldingen.
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                              • Helge_LarsenPI-redaktørH Offline
                                Helge_LarsenPI-redaktørH Offline
                                Helge_LarsenPI-redaktør
                                wrote on sidst redigeret af
                                #1172

                                En ”kohorte” er den patientgruppe, som deltager i et forsøg.

                                Genmab vil i stedet omdirigere ressourcerne fra Enapotamab Vedotin til øvrige prioriteter, herunder til de andre af Genmabs næste generation af mulige antistofbehandlinger, oplyses det.

                                /ritzau/FINANS

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                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #1173

                                  Sep19 Roche stated they had treated 120,000 patients with Ocrevus, Sep20 that was 170,000, so that is 50,000 new in a year, or roughly just under 10,000 in 10 weeks. Worldwide.

                                  Link Preview Image
                                  Genentech: Press Releases | Thursday, Sep 10, 2020

                                  Discover the latest news about our company, our products, our policies, and our people.

                                  favicon

                                  (www.gene.com)

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                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #1174

                                    So if I assume half of that , 5,000 is US, 6,000 seems a lot for Kesimpta start. If my thinking is correct

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                                    • SolsenS Offline
                                      SolsenS Offline
                                      Solsen
                                      wrote on sidst redigeret af
                                      #1175

                                      Isnt that what the slide says ?

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                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #1176

                                        maybe , I read it differently, as that they reached 95% of the prescribers /the MDs. I hope your interpretation is correct offcourse. I will try to listen to the webcast tomorrow

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                                        • P Offline
                                          P Offline
                                          peter12
                                          wrote on sidst redigeret af
                                          #1177

                                          Novartis CEO mente Kesimpta kunne sælge mere end 1,8b$ i 2025 og blive SOC ifølge webcast
                                          🙂

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