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Genmab — Maj 2021

Planlagt Fastgjort Låst Flyttet Genmab
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  • JørgenVarnæsJ Offline
    JørgenVarnæsJ Offline
    JørgenVarnæs
    wrote on sidst redigeret af
    #876

    Fattigrøve kan begynde her - https://ir.genmab.com/email-alert-subscription#content

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    0
    • BulderB Offline
      BulderB Offline
      Bulder
      wrote on sidst redigeret af
      #877

      Tak JV. Jeg har ledt og ledt efter det.

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      • E Offline
        E Offline
        E_L
        wrote on sidst redigeret af
        #878

        Did we not assume roughly 10% market size for amyloidosis vs MM?

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        • D Offline
          D Offline
          deleted-user
          wrote on sidst redigeret af
          #879

          Pokkers. Var det ikke sidste år? God pinseferie til jer alle, når I kommer så langt,

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          0
          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #880

            the press release reads 'It is estimated that in 2019 there were 4,388 diagnosed incident cases of AL amyloidosis in the five major European markets.2'

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            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #881

              So, lets assume easily >5.000 for whole western europe

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              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #882

                'Approximately 18,114 new patients were diagnosed with multiple myeloma and approximately 11,063 people died from the disease in the Western Europe in 2020.'

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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #883

                  that is not 10%...

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                  • BulderB Offline
                    BulderB Offline
                    Bulder
                    wrote on sidst redigeret af
                    #884

                    In my notes I have MM 27,8 bn $ and Amy 6,7 bn $.

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #885

                      that is much closer in %

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                      • BulderB Offline
                        BulderB Offline
                        Bulder
                        wrote on sidst redigeret af
                        #886

                        That is 2025-numbers

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                        • JørgenVarnæsJ Offline
                          JørgenVarnæsJ Offline
                          JørgenVarnæs
                          wrote on sidst redigeret af
                          #887

                          counting chickens, are we?

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                          0
                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #888

                            in the annual report , for the US, it was 32.270 people diagnosed MM, 4000 approximate in amyloid.

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                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #889

                              so that is 12.5%

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                              0
                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #890

                                the number of chickens are important to estimate the number of eggs. 😉

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                                • JørgenVarnæsJ Offline
                                  JørgenVarnæsJ Offline
                                  JørgenVarnæs
                                  wrote on sidst redigeret af
                                  #891

                                  Wasn’t the issue with Amy that because of the lack of treatment very few patients were diagnosed?

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                                  0
                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #892

                                    yes, and also because the symptoms aren't very obvious

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                                    0
                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #893

                                      that is why i had thought that the % would probably be higher

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                                      • JørgenVarnæsJ Offline
                                        JørgenVarnæsJ Offline
                                        JørgenVarnæs
                                        wrote on sidst redigeret af
                                        #894

                                        So - it seems like, we will have considerably more chickens than eggs…

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                                        0
                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #895

                                          Also; as there is a lack of treatment, i think
                                          Dara will immediately go to very high % of first line treatment

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                                          0

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