Genmab — Juli 2025
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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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ODAC Votes Against 2 Belantamab Mafodotin Combinations in Multiple Myeloma https://www.cancernetwork.com/view/odac-votes-against-2-belantamab-mafodotin-combinations-in-multiple-myeloma
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GEN1160 with a few updates / clarifications on the trial https://clinicaltrials.gov/study/NCT05721222?tab=history&a=13&b=14&compareMode=sideBySide#version-content-panel
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Genentech, a member of the Roche Group (SIX: RO, ROG; OTCQX: RHHBY), announced today that the U.S. Food and Drug Administration (FDA) issued a Complete Response Letter (CRL) for Genentech’s supplemental Biologics License Application (sBLA) for Columvi
(glofitamab-gxbm) in combination with (GemOx) for the treatment of people with (R/R) (DLBCL). https://www.gene.com/media/press-releases/15070/2025-07-18/genentech-provides-update-on-supplementa -
Godmorgen
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