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Genmab — Marts 2021

Planlagt Fastgjort Låst Flyttet Genmab
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  • S Offline
    S Offline
    Sukkeralf
    wrote on sidst redigeret af
    #344

    "We look forward to presenting additional data from the ULTIMATE I & II Phase 3 trials during the AAN conference including safety and secondary endpoint analyses and to working towards a BLA submission targeted around mid-year 2021."

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    • S Offline
      S Offline
      Sukkeralf
      wrote on sidst redigeret af
      #345

      Altså TG Therapeutics CD20 i MS

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      • JørgenVarnæsJ Offline
        JørgenVarnæsJ Offline
        JørgenVarnæs
        wrote on sidst redigeret af
        #346

        IV administration - det bliver spændende at se, om det er en seriøs konkurrencefordel

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        • S Offline
          S Offline
          Sukkeralf
          wrote on sidst redigeret af
          #347

          Ja det er nok mere Ocrevus der bliver angrebet - men deres data er dog ret solide, så de kan altid spille på pris

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          • S Offline
            S Offline
            Sukkeralf
            wrote on sidst redigeret af
            #348

            Men nu tre på markedet er ikke nemt og de er samtidig den mindste, så alt tyder på et niche product

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            • S Offline
              S Offline
              Sukkeralf
              wrote on sidst redigeret af
              #349

              nu = nummer

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              • JørgenVarnæsJ Offline
                JørgenVarnæsJ Offline
                JørgenVarnæs
                wrote on sidst redigeret af
                #350

                Ved vi egentlig, om Novartis er begyndt at kræve penge for Kesimpta?

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                • JørgenVarnæsJ Offline
                  JørgenVarnæsJ Offline
                  JørgenVarnæs
                  wrote on sidst redigeret af
                  #351

                  Og gad vide, hvordan det egenlig fungerer. De amerikanske sygekasser kan ikke være specielt interesserede i gratis produkter

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                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #352

                    "Sales of Kesimpta notched just $14 million in the fourth quarter, but Novartis executives told reporters in January that the slow start doesn't change its overall expectations for the med—it's still anticipating a market share grab of up to 40%.
                    " https://www.fiercepharma.com/marketing/novartis-study-nurses-and-ms-patients-give-thumbs-up-to-kesimpta-for-ease-use

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #353

                      so they are making money, i have seen insurance company acceptance also, can't remember where

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                      0
                      • JørgenVarnæsJ Offline
                        JørgenVarnæsJ Offline
                        JørgenVarnæs
                        wrote on sidst redigeret af
                        #354

                        Thx EL

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                        0
                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #355

                          by the way , I saw Merrill Lynch a while ago estimate Kesimpta peak $5bn (vs cons $1.4bn 24E)

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                          • StockBullS Offline
                            StockBullS Offline
                            StockBull
                            wrote on sidst redigeret af
                            #356

                            Great - How long is the patent on Kesimpta, i.e Royalties for Genmab

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                            • StockBullS Offline
                              StockBullS Offline
                              StockBull
                              wrote on sidst redigeret af
                              #357

                              wiki say 10% but some other links say 12%

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                              • StockBullS Offline
                                StockBullS Offline
                                StockBull
                                wrote on sidst redigeret af
                                #358

                                hopefully they have not screwed up with the patent period 🙂

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                                • StockBullS Offline
                                  StockBullS Offline
                                  StockBull
                                  wrote on sidst redigeret af
                                  #359

                                  600M usd to Genmab per year if its $5bn. Surely not reflected in todays share price

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                                  • SolsenS Offline
                                    SolsenS Offline
                                    Solsen
                                    wrote on sidst redigeret af
                                    #360

                                    Its 10% and I belive 2% goes to GSK.

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                                    • SolsenS Offline
                                      SolsenS Offline
                                      Solsen
                                      wrote on sidst redigeret af
                                      #361

                                      Hvor er feststemningen. Markedet i rødt og Genmab i grønt 🙂

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                                      • B Offline
                                        B Offline
                                        BioShare
                                        wrote on sidst redigeret af
                                        #362

                                        Den er her....juhuuu 🙂

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                                        • BulderB Offline
                                          BulderB Offline
                                          Bulder
                                          wrote on sidst redigeret af
                                          #363

                                          Godt nok spændt på hvad US finder på i eftermiddag. Om de maler den grønne farve over med rød - som de har for vane.

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