Genmab — September 2021
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Roche dismisses Novo Nordisk as potential threat on lucrative hemophilia market https://medwatch.com/News/Pharma___Biotech/article13328369.ece
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Here in Danish, that someone might have acces to https://finans.dk/erhverv/ECE13319485/storrival-affejer-novo-som-trussel-paa-lukrativt-bloedermarked-det-er-meget-svaert-at-slaa/
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Strange comment from Roche. Jan told us
several times that Mim8 is 100 times more potent than Hemlibra! -
Tolker man ikke af overskriften, at Roche "vinder" fordi de er først i markedet og Novo for svært ved. at tilbageerobre (fra overskriften) markedet trods et "måske" bedre produkt. Det kunne også være en presset herre, der ser, at deres vinder bliver banket på plads i en nær fremtid?
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Hemlibra ser ud til at blive indsprøjtet subcutant 1 gang om ugen de første 4 uger, derefter afpasset efter behov - ud fra deres website takinghemlibra.com ser det ud til at være med kanyle, mens der lægges op til muligheden for pen device med mim8 pga den stærkt begrænsede mægde, der er behov for (https://ashpublications.org/blood/article/134/Supplement_1/96/424445/Mim8-a-Next-Generation-FVIII-Mimetic-Bi-Specific) Det kunne godt have en betydning, hvis hemlibra ikke kan gives med pen...
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GMAB (og USD/DKK) sniger sig langsomt op - pt. 2835 DKK
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