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  4. Genmab — Januar 2024

Genmab — Januar 2024

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • E Offline
    E Offline
    E_L
    wrote on sidst redigeret af
    #1185

    now i am still on my first coffee, but 17% to 3bn...?

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    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #1186

      on B7H4 ; Pfizer bought a B7H4 ADC when they took over Seagen, so it must have been a strategic decision where they thought the ADC would be better.

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      • E Offline
        E Offline
        E_L
        wrote on sidst redigeret af
        #1187

        novartis q4-2023-investor-presentation https://www.novartis.com/sites/novartis_com/files/q4-2023-investor-presentation.pdf 'Kesimpta® FY sales doubled (USD 2.2bn) and on track for USD 4bn peak
        based on compelling product profile'

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        • S Offline
          S Offline
          Sukkeralf
          wrote on sidst redigeret af
          #1188

          Ahh - it was Q4 sales * 4 and then * 1,17 to get to 3 billion.

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          • S Offline
            S Offline
            Sukkeralf
            wrote on sidst redigeret af
            #1189

            https://www.oncologypipeline.com/apexonco/esmo-2023-gsk-sets-pfizer-battle-b7-h4

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            • S Offline
              S Offline
              Sukkeralf
              wrote on sidst redigeret af
              #1190

              Regarding B7H4 still not a good sign if Pfizer chooses ADC over CD3.

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              • BulderB Offline
                BulderB Offline
                Bulder
                wrote on sidst redigeret af
                #1191

                So genmab royalty 1,5 bn dkk fy?

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                • H Offline
                  H Offline
                  Hen
                  wrote on sidst redigeret af
                  #1192

                  Denne artikels indhold har vist ikke været oppe at vende? https://seekingalpha.com/news/4060348-jj-seeks-expanded-fda-approval-of-darzalex-faspro-for-multiple-myeloma?mailingid=34178580&messageid=2900&serial=34178580.9845&utm_campaign=rta-stock-news&utm_content=link-3&utm_medium=email&utm_source=seeking_alpha&utm_term=34178580.9845

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                  • P Offline
                    P Offline
                    ProinvestorNEWS
                    wrote on sidst redigeret af
                    #1193

                    Genmab-partner har stor vækst i Kesimpta-salget https://www.proinvestor.com/investornyt/1110393/genmab-partner-har-stor-vaekst-i-kesimpta-salget

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #1194

                      @ 08.46 -it means at a minimum that they perceive their ADC to be better then their bispecific, but i don't think we have seen data on either, so not sure how high the bar has been set.... that PF-07260437 stopped recruiting isn't really news, we mentioned it here a few months ago

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                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #1195

                        that is news @Hen , this is the same from JNJ https://www.jnj.com/johnson-johnson-submits-supplemental-biologics-license-application-to-u-s-fda-seeking-approval-of-darzalex-faspro-daratumumab-and-hyaluronidase-fihj-based-regimen-for-the-treatment-of-patients-with-transplant-eligible-newly-diagnosed-multiple-myeloma

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                        0
                        • L Offline
                          L Offline
                          lahn1
                          wrote on sidst redigeret af
                          #1196

                          Hvad er et realistisk potentiale for B-cell terapi i MS. Hvis Kesi pt har ca. 55-60% af B-cell terapi i MS, men kun 1/3 af pt. er på B-cell terapi.

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                          • L Offline
                            L Offline
                            lahn1
                            wrote on sidst redigeret af
                            #1197

                            Hvad kan vi så forvente af peak Kesimpta sales ?

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                            0
                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #1198

                              08:25 USD 4bn according to novartis

                              1 Reply Last reply
                              0
                              • L Offline
                                L Offline
                                lahn1
                                wrote on sidst redigeret af
                                #1199

                                Thx, so up to 40% of all MS pt. on Kesi 😮

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                                0
                                • R Offline
                                  R Offline
                                  Riis7
                                  wrote on sidst redigeret af
                                  #1200

                                  Hvad siger TA, er det snart tid til køb, man kan jo ta lidt profit fra Novo 😉

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                                  • R Offline
                                    R Offline
                                    Riis7
                                    wrote on sidst redigeret af
                                    #1201

                                    FA virker ikke Genmab pt

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                                    • K Offline
                                      K Offline
                                      kkjoel
                                      wrote on sidst redigeret af
                                      #1202

                                      Flot iagttagelse.

                                      1 Reply Last reply
                                      0
                                      • K Offline
                                        K Offline
                                        kkjoel
                                        wrote on sidst redigeret af
                                        #1203

                                        Keep them coming - the Goldkorns!

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                                        • K Offline
                                          K Offline
                                          kkjoel
                                          wrote on sidst redigeret af
                                          #1204

                                          Og for at svare på dit spørgsmål: JA. Det er NU du skal købe Genmab. Heeelt klar på TA. Måske. Men det kan godt være den falder lidt - eller måske - meget mere. Dog stadigvæk.

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