Genmab — April 2022
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Fine ord og god omsætning. Mon Kesimpta når 1B i år?
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Summary points from expert feedback:
Epcoritamab’s efficacy is impressive, especially since it is being tested as a single agent in advanced patients
KOL is not concerned by epcoritamab’s adverse event profile, believing rate of mostly mild cytokine release syndrome (CRS) is easily manageable
He believes epcoritamab has slight edge on rest of CD20xCD3 class, notably Roche’s glofitamab, given safety and ease of use -
Unless unexpected toxicities emerge, CD20xCD3 bispecifics may quickly move up from third- to first-line therapy in most if not all B-cell lymphomas
Penetration will be slower in community centres but he thinks they will solve the necessary logistical challenges within two years of launch -
Godt review af Epco "Krydret" med lidt øget shorts. En bedre kombination, kan vel ikke næppe ønskes af en lang investor
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Løntoft "- Vi ser positivt på udviklingen for Kesimpta i første kvartal. Vi minder investorerne om, at Novartis i forbindelse med årsregnskabet tidligere i 2022 indikerede stort fokus på lanceringer af Kesimpta på nye markeder i 2022, ligesom selskabet indikerede stor tiltro til, at salget af Kesimpta ville fortsætte den positive udvikling og bidrage til væksten i 2022, skriver Søren Løntoft Hansen.
- Udviklingen i første kvartal er efter vores vurdering et vidnesbyrd om netop dette, fortsætter
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Genmab/Sydbank: Kesimpta-salg fra Novartis lidt over det ventede https://www.proinvestor.com/investornyt/813509/genmab-sydbank-kesimpta-salg-fra-novartis-lidt-over-det-ventede
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Q&A med Genmab bliver d. 23. maj kl 13 med Jan.
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