Genmab — Januar 2023
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og SC fordelen vel meget stor. Hvis man ser på udviklingen i Darzalex salget siden SC kom på markedet, så udgør SC over 80% så vidt jeg husker
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Enig Bulder - det kun kunne godt misforståes i retning af at Abbvie /Genmab ikke gør det godt. Men jo mere tid de er foran des bedre - det er trods alt den markedsdominerende man er oppe imod, så selv måneder tæller her, tænker jeg ! Men enig det er vildt godt gået, at de har indhentet så meget tid
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Roche/Genentech is a fierce competitor, I think things would have looked very different without partner AbbVie with it's huge experience and selling power. Just look at how they deal with Humira. No way Genmab would have been able to get through development this fast without them..
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The biggest-selling drugs of 2023 https://www.evaluate.com/vantage/articles/analysis/biggest-selling-drugs-2023
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Fate Therapeutics Announces Termination of Collaboration Agreement with Janssen [ CAR NK and CAR T-cell ] https://finance.yahoo.com/news/fate-therapeutics-announces-termination-collaboration-220000222.html another -47% pre market... trading below $6, this was almost $120 a year ago...
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Mandagens aviser med Novozymes, TDC og Novo Holdings https://www.proinvestor.com/investornyt/924542/mandagens-aviser-med-novozymes-tdc-og-novo-holdings
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Asien: Flotte plusser op til regnskabssæsonen - Tokyo lukket - NY https://www.proinvestor.com/investornyt/924550/asien-flotte-plusser-op-til-regnskabssaesonen-tokyo-lukket-ny
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Godmorgen
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JNJ yesterday very positive on Genmab products again; biggest area of growth is MM portfolio; biggest disconnect wih the market is that these drugs do not cannibalise each other but create the treatment paradigm that is different by combining + sequencing these different medicines
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This feedback, coupled with positive assessment of Briuvi from KOLs, suggests that TG Therapeutics has a competitive product in its hands, though it simultaneously places further emphasis on the key outstanding question of whether a company of its size and relative commercial experience can maximise this opportunity. KOLs have raised the same issue and speculated that Briuvi could become the subject of a co-marketing agreement or perhaps even trigger a larger company to acquire TG Therapeutics.
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https://investor.seagen.com/events-and-presentations/default.aspx
Seagen JPM presentation
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