Genmab — Oktober 2023

[Bulder]

Q4 has to be better than Q3 regarding dara sales, if we shall reach 9,8 bn. Unfortunately Q4 has been worse the last 3 years.

[Bulder]

Q3 was up 2,75%. Q4 must be up 4,4%

[Bulder]

or 4,28% to be precise.

[E_L]

“Practice-Changing Study”: Tisotumab Vedotin Boosts Survival in Metastatic Cervical Cancer https://www.obroncology.com/article/practice-changing-study-tisotumab-vedotin-boosts-survival-in-metastatic-cervical-cancer

[E_L]

yesterday i wondered 'Was the data presented at ESMO enough to confirm US approval ( I believe it should be) .' so this is exactly the comment i was looking for-

[E_L]

“This is a practice-changing study,” said Krishnansu S. Tewari, MD, a discussant for the ESMO session and a professor and division director of gynecologic oncology at the University of California, Irvine. “It’s going to convert the accelerated approval of tisotumab vedotin in the United States to full approval, and importantly, it’s going to introduce a brand-new cervical cancer medicine to Europe.”

[JKY_VH]

Thx E L

[Klarussen]

The best is yet to come

[JKY_VH]

[Bulder]

Ads’en lukkede i 2000 prc.

[Bulder]

Flere af de store amr farma er i klart minus for året. LLY ligger flot, merck i beskedent plus. Men ellers er det minus, især Pfizer og jnj. Ikke megen sikker-havn-effekt i dette røde marked.

[Bulder]

Og merck kan takke keytruda, et storsælgende middel i flere cancerformer, som kombineres med både 1042 og 1046 i de studier, vi venter på. Kunne være herligt med synergisk effekt.

[E_L]

So Sarclisa sold 97mn Q3 '23 (44 US, 27 Europe, 26 ROW) (It was difficult to find, because it was too small to be on their page in the presentation of 'main product sales'....)

[E_L]

and following Bulders post yest eve ;Sanofi down 15% this morning... ouch...

[Gasolin82]

Nogle der har et bud på, hvad Genmab kan forvente af indtægter fra Dara, når midlet løber af patent? En hvis form for indtægt kommer der vel?

[E_L]

biontech had a bit more on GEN1059
DuoBody-EpCAMx4-1BB in their ESMO presentation https://investors.biontech.de/system/files-encrypted/nasdaq_kms/assets/2023/10/26/10-55-13/ESMO 2023_BNTX data_external slide deck.pdf

[E_L]

Posters - ESMO Congress 2023

(cslide.ctimeetingtech.com)

[Bulder]

Gasolin82: Iflg første voldgift skal jnj betale royalties indtil sidste patent udløber omkring 2030. Hvis genmab vinder appellen af den anden voldgift skal jnj også betale royalties af faspro versionen i 13 år fra første salg af faspro, som blev godkendt i 21.

[StockBull]

Royalty betalinger til Genmab stopper ved patentudløb Gasolin82. Derefter er det kun JNJ som score kassen. Lyder som om du har afskrevet Superdara 100%

[StockBull]

Medicin har det med at løbe af patent. Det der derfor Genmab pumper milliader i pipelinen så nye og bedre produkter som f.eks Superdara kan erstatte de gamle og umoderne produkter.