Genmab — Januar 2021
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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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Tror medico/biotek får lidt revanche de næste par uger/måneder, nyt udbrud af Covid i Kina, sydafrikansk variant spreder sig, længere tid inden vaccinationsprogrammet får virkning osv. Får vi en positiv melding om retssagen med Janssen er vi nok relativt hurtigt over de 3000 kusmæssigt
IMO
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