Genmab — Januar 2021
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Kesimpta (ofatumumab, formerly OMB157) (USD 15 million) was launched in the US following FDA approval in August. To initiate access, we are providing Kesimpta free of charge to US patients who are eligible for reimbursement until they are covered by their insurance. Kesimpta is a targeted B-cell therapy that can deliver sustained high efficacy, with a favorable safety profile and the flexibility of an at home self-administration for a broadpopulation of RMS patients. We have seen a promising
st
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JnJ Q4-regnskabet er 12:30 CET (8:30 AM EST) - de plejer at lande det præcist. https://johnsonandjohnson.gcs-web.com/events-and-presentations
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Ritzau hænger vist lidt i bremsen. https://www.proinvestor.com/investornyt/671453/genmab-darzalex-salg-steg-50-pct-pa-arsbasis-i-december
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jvf børsen tror citi bank på 4,336 mia. dollar i alt
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hvoraf 2,255 mia. dollar i USA
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og konsensus er 4,154 mia. dollar.
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Novartis presentation: Broad adoption ~1000 patients treated in 1st 4 months
of launch4
, 17% naive5
https://www.novartis.com/sites/www.novartis.com/files/q4-2020-investor-presentation.pdf -
My guess for Q4 will be $610M for US and $625M for ROW. In total it should be very close to the upper band of the guidance of $4.2 billion
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when we're looking at sales in USD the strength of the Trump USD actually drives up ROW sales...
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ja - jvf børsen/citi
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