Genmab — Juli 2025
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RYBREVANT / LAZCLUZE Q1 2025 US 139 Intl 41 WW 179 https://d18rn0p25nwr6d.cloudfront.net/CIK-0000200406/896e0cd5-e1e5-4de5-9c2b-28582ac9497f.pdf
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Fra MW "Den schweiziske Genmab-partner Novartis formåede at løfte salget af sklerosemidlet Kesimpta, som Genmab har del i.
Novartis solgte i andet kvartal Kesimpta for 1,08 mia. dollar, mens der blandt analytikerne var ventet et salg på 1,06 mia. dollar.
Der er samtidig tale om et solidt løft fra foregående kvartal, hvor salget løb op i 899 mio. dollar.
Genmab får 10 pct. af indtægterne fra salget som royalties."
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Ugekommentar: I forhold til selskaber kigger Helge Larsen på Genmab, hvor partnerne J&J og Novartis melder om stærkt salg af Darzalex og Kempsita. Desuden omtales to spændende "early stage"-forsøg med GLP1 inden for hjertesygdom og brystkræft samt Novo Nordisks fase 3-forsøg inden for Alzheimers. Kort video: https://proinvestor.com/boards/127254
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A. Good question, Graham. I think area of internal debate as to how big could Kesimpta
be. Certainly, just to give you some numbers in the US, we have [20% TRx] B-cell share of all patients in RRMS. So there's plenty of room to run most of that at the expense of older medicines, the so-called BRACE, as you know well. So plenty of room to create a larger – basically, the market size for B-cell inhibition and MS could double in the United States as physicians get more and more comfortable with -
B-cell inhibitors.
Similarly, we see similar dynamics in Europe. Obviously, in Asia, MS is less of a topic. So again, an opportunity for further expansion. So we're certainly looking at the peak sales potential for Kesimpta, I think when we're in a place where we can provide more precise guidance, we certainly will. I think one area, of course, we have to watch is the BTK inhibitors. -
But as you know, the data has not been great so far. Remibrutinib is continuing on track in MS. But if anything, we now view the BTK inhibitors as perhaps supportive, but not being able to replace the B-cell monoclonal antibodies, which also gives a tailwind to Kesimpta
's long-term potential as well. -
Danske Bank: Genmab igen op på positive salgstal for Kesimpta https://proinvestor.com/investornyt/1340483/danske-bank-genmab-igen-op-pa-positive-salgstal-for-kesimpta
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