Genmab — Maj 2021

[JørgenVarnæs]

counting chickens, are we?

[E_L]

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

[E_L]

so that is 12.5%

[E_L]

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

[JørgenVarnæs]

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

[E_L]

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

[E_L]

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

[JørgenVarnæs]

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

[E_L]

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

[JørgenVarnæs]

Indeed

[E_L]

indeed, considerably more chickens but even MORE eggs, I think this area will surprise positively

[E_L]

So @Bulder , I think the % market share for Dara, off that 6.7bn will be considerably higher then the % market share for MM

[Bulder]

If they could have ½ the market, it would add 3 bn to dara sales in 2025.

[Bulder]

Nydeligt luk

[Bulder]

1/3 af dagens stigning og 1/3 af dagens omsætning i lukkeauktionen.

[Bulder]

Har us åbent på mandag?

[deleted-user]

us åben https://www.nordnet.dk/dk/marked/handelskalender

[Bulder]

tak

[kkjoel]

@Bulder - Ka være de ha
r lavet oprydning i kundemailadr/lister?! Jeg har osse indtil for nylig fået alle mails (tilmeldte mig for et par år siden).. men i dag kom den ikke. Så har været inde at tilmelde mig igen.

[Helge_LarsenPI-redaktør]

Fredagens aktier: Rekorder på stribe i det danske eliteindeks
https://www.proinvestor.com/investornyt/675310/fredagens-aktier-rekorder-pa-stribe-i-det-danske-eliteindeks