Genmab — Januar 2021
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Dara is fully established, it is not a new drug, most MD’s will already have had experience with it and a lot of them even with SC. You can see from the numerous twitter reactions how enthusiastic most MD’s are. It is the first and only therapy and It will go straight to first line.
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Besides the 4000 new patients expected to get diagnosed this year, there are many currently waiting for new treatment. In addition, amyloidosis is significantly under-diagnosed; I expect that 4000 number to go up over the next few years when MD’s learn what to look for. JNJ already started an awareness campaign.
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You convinced me E L. At least 400M $ this year
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Peaksale will be significantly greater than $200mio. This source estimates the total market as $6,7bn in 5 years, and with dara as dominant treatment it will easily reach about 1/5-1/4 of MM sales, which already was 4bn last year. https://www.researchandmarkets.com/reports/4661556/amyloidosis-treatment-market-size-share-and
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So EL what is your total estimate for dara sales i 2021?
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E L . I knew you were joking.
I agree that peak sales can easily get much higher. -
@troldmanden i have +- $5.5bn for this year
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Ved det ikke, men vil tro det er en fælles trappe med MM. Ellers havde vi hørt om det...
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Rolity starter ikke forfra. Trappen opgøres på totalt salg over et regnskabsår
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EL sounds about right. Moste of that revenue increase will though be eaten up by the dollar
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