Genmab — Juli 2024

[Solsen]

https://investors.abbvie.com/static-files/81a1993c-c366-44dc-89d7-106c21327573 p43. Abbvie in 2023: collaboration revenue $28 mln and International $3 mln.

[Solsen]

Revenue outside US and Japan in 2023: $3 mln. Revenue US and Japan $61 mln. Total 2023 for Epkinly: $64 mln (perhaps)

[Solsen]

https://investors.abbvie.com/static-files/c9936258-3a4c-48f0-968b-6d533ead6dee p7. If we take 3 month “revenue” data 14+22=36 then I belive real Epkinly revenue could be 31+32=63 (US+RW=Total) and the souce could right. My estimate is 45% of US revenue as collaboration revenu and Japan 8 mln out of the 22 mln recorded by Abbvie. If its true Genmab should record $38-40 mln in Q2 as Epkinly revenue. But hope we somewhere will get the revenue figures more easy

[E_L]

you have to start dialing a Danish phone number now if
you want Trial Information on PRO1184 https://www.clinicaltrials.gov/study/NCT05579366?tab=history&a=16&b=17#version-content-panel

[E_L]

AbbVie (ABBV) Q2 2024 Earnings Call Transcript https://www.fool.com/earnings/call-transcripts/2024/07/25/abbvie-abbv-q2-2024-earnings-call-transcript/

[E_L]

" we continue to be pleased with the prescription trends for Epkinly in DLBCL. Commercialization is now underway for Epkinly's second indication, follicular lymphoma, in the U.S.

with European approval expected later this year."

[E_L]

"
In the area of hematologic oncology, we received accelerated approval in the U.S. for Epkinly as a monotherapy treatment for patients with relapsed/refractory follicular lymphoma after two or more lines of prior therapy. Epkinly is now the only T-cell-engaging bispecific approved in the U.S.

to treat both follicular lymphoma and diffuse large B-cell lymphoma. We're extremely excited to bring this new subcutaneous treatment option to patients suffering from follicular lymphoma.

[E_L]

We also recently received positive CHMP opinion with an approval decision in Europe expected later this year"

[E_L]

@Solsen medwatch corrected following your analysis
https://medwatch.dk/Medicinal___Biotek/article17305159.ece

[gentogen]

Det er vel fortsat forkert at hævde, at tallene er salgstal (?). Abbvie oplyser ikke salgstallene, men kun deres eget revenue

[gentogen]

I øvrigt antager jeg, at de 63 blot er halvårssummen af kvartalerne med 27 og de 36

[E_L]

correct

[JKY_VH]

Jep fra MW "(Korrektion: Tidligere opgjorte salgstal for andet kvartal på 63 mio. dollar var for første halvår)

Genmab kan se salget af kræftbehandlingen Epkinly gå yderligere frem i andet kvartal.

I andet kvartal nåede salget af Epkinly 36 mio. dollar, viser regnskabet fra den amerikanske medicinalkoncern Abbvie.

Dermed fortsætter fremgangen efter at salget i første kvartal nåede 27 mio. dollar og 17 mio. dollar i fjerde kvartal."

[E_L]

EMA Recommends extensions of therapeutic indication for Rybrevant (MARIPOSA 2)

[E_L]

Scope: “ Extension of indication to include amivantamab in combination with carboplatin
and pemetrexed for the treatment of adult patients with advanced non-small cell lung
cancer (NSCLC) with epidermal growth factor receptor (EGFR) Exon 19 deletions or Exon 21
L858R substitution mutations after failure of prior therapy including a third-generation EGFR
tyrosine kinase inhibitor (TKI) for RYBREVANT

[Helge_LarsenPI-redaktør]

Godmorgen

[bibob]

God morgen.

[bibob]

Er Trump ved at lave en “ Putin “ her ?? https://www.washingtonpost.com/elections/2024/07/26/2024-election-campaign-updates-harris-trump/

[NiklasZ]

Hvad har det med Genmab at gøre?

[bibob]

Intet og alt. Aktiemarkeder kan ikke lide diktatorer.