Genmab — Marts 2021

[Sukkeralf]

nu = nummer

[JørgenVarnæs]

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

[JørgenVarnæs]

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

[E_L]

"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

[E_L]

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

[JørgenVarnæs]

Thx EL

[E_L]

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

[StockBull]

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

[StockBull]

wiki say 10% but some other links say 12%

[StockBull]

hopefully they have not screwed up with the patent period

[StockBull]

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

[Solsen]

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

[Solsen]

Hvor er feststemningen. Markedet i rødt og Genmab i grønt

[BioShare]

Den er her....juhuuu

[Bulder]

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

[Darvin]

Tja - jeg er halvt ærgerlig over at den ikke lige tager en tur længere ned har suppleret på vejen og mest i går. Var nok for forsigtig, idet jeg havde besluttet at næste supplering skulle være i Bull. Så halvt øv idag. Jeg er fuldkommen fast i troen på at aktien er et superkøb i disse niveauer. Blot mit pip. Men alt kan ske så god
stemning her

[E_L]

just a tiny tweak in the description of the tisotumab trials, Sponsor: Genmab changed to Seagen Inc.
and Collaborators: in reverse, makes me wonder if Seagen is taking the lead on these

[Sukkeralf]

Could be - they are the most experienced so maybe not a bad idea

[Sukkeralf]

My expectations towards other indications working with tisotumab is hampered a bit - its seems to drag out before we get some data. Hopefully its just because the pandemic are slowing things down

[Sukkeralf]

Its could also just be that Seagen is not that eager to present early data