Genmab — April 2024

[Solsen]

Roche har regnskab i morgen og så ser vi på det

[E_L]

Bank of America estimated peak sales for Kesimpta of $5.7bn earlier this year i think, so there could still be some nice growth

[Solsen]

I belive its the last time we se +66% But a fantastic growth and potential.

[gentogen]

Ex-US (+152% cc)........

[gentogen]

9 of 10 Kesimpta patients free of disease activity (NEDA-3) at year 6 in both continuous and switch groups

[gentogen]

Fra Novartis (tidligere link)

[transalp]

Go morgen..

[Helge_LarsenPI-redaktør]

Godmorgen

[bibob]

God morgen.

[Stroka]

God morgen

[LP90]

Godmorgen

[E_L]

Roche Ocrevus sales Q1 '24 CHF 1.658bn = +8% over Q1 '23

[E_L]

Ocrevus Q1 '23 was 1.636 and Q4 '23 was 1.614

[w]

kesimpta Q4
'23?

[Bulder]

641 mio $

[w]

tjek, tak

[Sukkeralf]

+8% seems wrong according to the numbers you mention

[E_L]

ok, i see. this is from today https://www.roche.com/investors/updates/inv-update-2024-04-24 and this from february https://assets.roche.com/f/176343/x/5a5b5d48d1/240201_ir_fy23_en.pdf

[E_L]

without looking into it i wonder if it could have anything to do with them reporting on the basis of constant exchange rate sales growth

[Solsen]

In number of pts treated it could perhaps be 0% for Ocrevus. I’ll try to find that later.