Genmab — Februar 2023

[Stroka]

God morgen

[bibob]

God morgen.

[bibob]

OncLive. D- Rd. Pollux. https://www.onclive.com/view/daratumumab-lenalidomide-dexamethasone-improves-os-in-relapsed-refractory-multiple-myeloma?utm_source=sfmc&utm_medium=email&utm_campaign=02012023_OncLive_SAN-23-OSD1504_Global MM CC_Sanofi Sarclisa - Denmark&eKey=amFuYm9ydXAxOTc4QGdtYWlsLmNvbQ==

[bibob]

Just a moment...

(www.onclive.com)

[bibob]

https://www.onclive.com/view/chari-spotlights-efficacy-of-talquetamab-and-next-steps-for-exploration-in-r-r-multiple-myeloma?utm_source=sfmc&utm_medium=email&utm_campaign=%25%25emailname_%25%25&eKey=%25%25eKey%25%25&utm_source=sfmc&utm_medium=email&utm_campaign=02012023_OncLive_SAN-23-OSD1504_Global MM CC_Sanofi Sarclisa - Denmark&eKey=amFuYm9ydXAxOTc4QGdtYWlsLmNvbQ==

[bibob]

Just a moment...

(www.onclive.com)

[Bulder]

Tak bibob

[AaBforever]

Bundvending...snart...
?

[E_L]

Novartis Ag (NVS) Q4 2022 Earnings Call Transcript https://www.fool.com/earnings/call-transcripts/2023/02/01/novartis-ag-nvs-q4-2022-earnings-call-transcript/ for Kesimpta

[E_L]

Understanding the Role of CD20-CD3 https://www.hmpgloballearningnetwork.com/site/onc/biological-pathways-reviews/cd20-cd3

[E_L]

has anyone seen prognoses for Kesimpta sales for 2023? i underestimated this for '22, but even this strong year was mainly US so there should still be strong growth this year with Europe coming in

[Sukkeralf]

Based on q4 sales its looks like at least 1,5 billion in 2023

[E_L]

yes, and i guess we should add some growth in europe
to that

[Solsen]

Ocrevus p 29 https://assets.cwp.roche.com/f/126832/x/0ef4d462d9/irp230202-a.pdf with +1,5 bn CHF in Q4

[Bulder]

Hm, 6 mdrs
sc ocrevus på vej

[Bulder]

Den bliver svær, hvis de kommer med gode data.

[Solsen]

Ja Halozyme er også her. Det bliver en hård konkurrence. Kesimpta er det bedste produkt, men Roche er super dygtige !

[Solsen]

Jeg sender igen en tanke til GSK tosserne. Hvis det ikke var for at de stod i vejen havde Kesimpta været på markedet før Ocrevus.

[Solsen]

Side 26 https://www.novartis.com/sites/novartis_com/files/q4-2022-investor-presentation.pdf udviklingen i salget af Kesimpta ligner mest af alt en omsætning på $1,8 bn i 2023. Det giver 1,2-1,3 mia dkk til Genmabs bundlinie

[Bulder]

Ja, sc ocrevus når ikke på markedet i 23