Genmab — Marts 2021

E_L

patience is a virtue....

E_L

and by the time it comes, they'll say 'yea, but it was included, right'

E_L

Horizon Therapeutics plc to Resupply Market With TEPEZZA (teprotumumab-trbw) for the Treatment of Thyroid Eye Disease (TED) Beginning in April https://ir.horizontherapeutics.com/news-releases/news-release-details/horizon-therapeutics-plc-resupply-market-tepezzar-teprotumumab

Solsen

Nice. We have waited long for that announcement.

StockBull

Super - mon man kan forvente en ketchup effekt i Tepessa salget - tror det

gdn55

Forventet eller ej.I
ngen indflydelse på kursen? Jo den falder.

Solsen

De når mindst
$1bn på tre kvartaler

Solsen

Nasdaq og sikkert også NBI står til sædvanlige tæsk.

StockBull

Ja ca. 450M kr til Genmab på den konto - minimum

E_L

So , if Jan says that Kesimpta launch process is already in full swing in the US - and things are going really well, and says that right now, it looks like the launch of Kesimpta is well on its way to becoming one of the fastest launches of a drug in multiple sclerosis,; does that give us an idea of size?

E_L

ie what was the previous fastest MS launch? and how much did they do in their first year?

E_L

'Multiple sclerosis drug Ocrevus has been hailed as the most successful launch in Roche's history, earning blockbuster status in its first 12 months on the market.'

AaBforever

NBI rammer nu laveste niveau siden start dec 20:-(

Solsen

GSK was a nightmare !

Solsen

Horizon er dagens lyspunkt. Og så det gode vejr

E_L

i am actually a bit surprised by Jan's comment that it could be the fastest MS launch, as I had the impression it wasn't going that smooth...

Bulder

Kan nogen huske hvor meget Tepezza royalty Genmab havde med i guidningen for nylig? Med HRZN's forventning på over 1,275 mia$ kommer det til at indbringe ½mia DKK.

Solsen

Havde de ikke Tapezza og Kesimpta slået sammen til 5-700 mln

E_L

they did not explicitly split that but said 'DKK400 million to DKK600 million relates to TEPEZZA and Kesimpta. And as you just highlighted, this represents 40% growth compared to 2021.' in the call

E_L

lol