Genmab — November 2020

[E_L]

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.

Genentech: Press Releases | Thursday, Sep 10, 2020

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

(www.gene.com)

[E_L]

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

[Solsen]

Isnt that what the slide says ?

[E_L]

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

[peter12]

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

[Helge_LarsenPI-redaktør]

God morgen.

[Plimsoller]

God morgen

[E_L]

DnB Markets
Genmab - First proprietary pipeline kill
Today Genmab announced that it will not advance the development of enapotamab vedotin (EV), citing that the data did not meet its stringent criteria for proof-of-concept. This confirms the company’s strategy to end projects that are not efficacious enough and we believe it will be likely to also scrap DR5/DR5. Genmab’s focus is on progressing already-partnered projects. We reiterate our HOLD but have cut our target price o DKK2,320 (2,352)

[GeorgeBest]

UBS also cut with DKK 50, from 2680 to 2630. Buy rating stays

[JørgenVarnæs]

Citi stays at 3000, keeps buy rating, says top sales for axl was usd 60m

[deleted-user]

Citi ef­ter Gen­mab drop­per kræft­mid­del: Over­re­ak­tion https://borsen.dk/nyheder/virksomheder/citi-efter-genmab-dropper-kraeftmiddel-overreaktion-det-var-jo-allerede-paa-vej-i-graven

[JørgenVarnæs]

Citi Dkk 20 per aktie

[Macabo]

Salgstal i Oktober i henhold til Nordea 142,1 USD eller en samlet stigning 1,2%. Der skal løbes stærkt for at nå den høje ende af guadiance

[JørgenVarnæs]

142,1???

[JørgenVarnæs]

Vi skal da over et år tilbage for at finde det niveau

[JørgenVarnæs]

Mit estimat er usd 241,6m

[Macabo]

Sikkert en sammeblanding af de 2 versioner - Darsalex faldet med 8% og fastpro steget med 18,9% - forstod heller ikke tal

[E_L]

that cna not be correct, +1.2% would be 237.4

[E_L]

ok, so what is the faspro #?

[Hen]

Citi om i går: https://www.euroinvestor.dk/nyheder/analytiker-om-dansk-darling-det-er-overreaktion