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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.
  • L Offline
    L Offline
    LP90
    wrote on sidst redigeret af
    #1178

    Godmorgen 🙂

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    • S Offline
      S Offline
      Sukkeralf
      wrote on sidst redigeret af
      #1179

      Man skulle nok lige starte med en kop kaffe før man skriver......

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      • S Offline
        S Offline
        Sukkeralf
        wrote on sidst redigeret af
        #1180

        Et andet drømme scenarie er, at Genmab når at få data klar med HexaCD38 vs Darzalex FasPro til ASH - får en oral præsentation og viser at HexaCD er overlegen, så sætter de Janssen i en etisk svær position, når alle de sagkyndige får besked.

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        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #1181

          Kesimpta Q4 '23 (USD 641 million, +73% cc) sales grew across all regions driven by increased demand
          and strong access Full year 2023 $2171mn https://www.novartis.com/sites/novartis_com/files/q4-2023-media-release-en.pdf

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          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #1182

            and just repeating from earlier: Kesimpta Prefilled Pen Solution for injection had its annual US price change; +7 % early '23

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            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #1183

              '24 sry

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

                                          Hvad kan vi så forvente af peak Kesimpta sales ?

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