Genmab — Maj 2021

Bulder

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

E_L

that is much closer in %

Bulder

That is 2025-numbers

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