Genmab — April 2023

E_L

vd Winkel mentioned that keeping the Genmab culture ingrained during this time of expansion was one of his main challenges https://ashfieldeventex.com/case-study/employee-engagement-event-genmab/

E_L

BioNTech and DualityBio Form Global Strategic Partnership to Accelerate Development of Differentiated Antibody-Drug Conjugate Therapeutics for Solid Tumors https://www.globenewswire.com/news-release/2023/04/03/2639380/0/en/BioNTech-and-DualityBio-Form-Global-Strategic-Partnership-to-Accelerate-Development-of-Differentiated-Antibody-Drug-Conjugate-Therapeutics-for-Solid-Tumors.html -With this collaboration, ADCs will become an additional drug class in BioNTech’s oncology portfolio

troldmanden

Har denne været vist. US salgs tal for feb

troldmanden

Fornuftige Darzalex salg
Darzalex-salg i USA fra Symphony Health for februar var på USD
466 mio. mod 439 mio. i januar, svarende til en årlig vækst på
35% mod 33,6% for 2022. Det indikerer et salg på USD 5,7 mia.
for 2023, hvor markedet forventer et salg på USD 5,3 mia. i USA.
Darzalex FasPro leverede fint med en vækst på 12,6%, mens
Darzalex leverede 5,8% og konkurrenten Sarclisa en vækst på
15,8%. FasPro udgør nu 87,4% af det samlede salg (op fra 76% i
starten af 2022)

Fritten

@Pensionisten kl 22:55 og 22:52 Så du mener at Genmabs ledelse kender udfaldet af voldgiftssagen og de derfor har valgt som de har gjort? Så en lang behandlingstid er = med at det er svært at formulere og forsvare deres afgørelse?

E_L

thanks @troldmanden ; the last SH data we got was last year May....

Bulder

Troldmand, vi har ikke set SH-tal her i tjatten siden maj sidste år, hvor det var 401,6

E_L

Bulder

Februar og marts sidst år kender vi stadig ikke. Januar 22 var 331 mio $

Bulder

Pæn stigning Y/Y.

Bulder

JnJ salgstal 18/4.

E_L

but, looking at these, it is likely Q4 '21 months were better / jan was a drop from december?

Bulder

Yes would be nice to know Febr 22.

E_L

wel, May was 401, growth from May to Jan 439 is <10% in 8 months, i think we would like to see that pick up a bit...

Bulder

Yes hard to see how we should reach 5,7 bn

Bulder

Jan+Febr points at 1,2 bn if we assume that SH is 14% above jnj Numbers. That has to be better the next 3 Q, if we shall reach even 5,4 bn.

Bulder

1,2 bn for whole Q1

troldmanden

Så var det da godt vi kunne bryde SH data tørken

troldmanden

Stigningen fra jan til feb var egentligt ok. Så bør 25% op Y/Y til seneste SH data fra maj 22 også være ret realsitisk

E_L

well, let's see , jan was below dec the last 3 years as well, so that in itself is not strange. But it probably explains a little bit more about the less then enthusiastic price behavior of the last months...