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  3. Genmab
  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.
  • S Offline
    S Offline
    Sukkeralf
    wrote on sidst redigeret af
    #1184

    Could come close to 3 billion USD this year - very nice indeed (only 17% increase)

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    • 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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            0
            • 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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                0
                • 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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                            0
                            • L Offline
                              L Offline
                              lahn1
                              wrote on sidst redigeret af
                              #1197

                              Hvad kan vi så forvente af peak Kesimpta sales ?

                              1 Reply Last reply
                              0
                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #1198

                                08:25 USD 4bn according to novartis

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                                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 😉

                                    1 Reply Last reply
                                    0
                                    • R Offline
                                      R Offline
                                      Riis7
                                      wrote on sidst redigeret af
                                      #1201

                                      FA virker ikke Genmab pt

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                                      0
                                      • 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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