Genmab — Januar 2024

[E_L]

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

[E_L]

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

[E_L]

'24 sry

[Sukkeralf]

Could come close to 3 billion USD this year - very nice indeed (only 17% increase)

[E_L]

now i am still on my first coffee, but 17% to 3bn...?

[E_L]

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.

[E_L]

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'

[Sukkeralf]

Ahh - it was Q4 sales * 4 and then * 1,17 to get to 3 billion.

[Sukkeralf]

https://www.oncologypipeline.com/apexonco/esmo-2023-gsk-sets-pfizer-battle-b7-h4

[Sukkeralf]

Regarding B7H4 still not a good sign if Pfizer chooses ADC over CD3.

[Bulder]

So genmab royalty 1,5 bn dkk fy?

[Hen]

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

[ProinvestorNEWS]

Genmab-partner har stor vækst i Kesimpta-salget https://www.proinvestor.com/investornyt/1110393/genmab-partner-har-stor-vaekst-i-kesimpta-salget

[E_L]

@ 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

[E_L]

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

[lahn1]

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.

[lahn1]

Hvad kan vi så forvente af peak Kesimpta sales ?

[E_L]

08:25 USD 4bn according to novartis

[lahn1]

Thx, so up to 40% of all MS pt. on Kesi

[Riis7]

Hvad siger TA, er det snart tid til køb, man kan jo ta lidt profit fra Novo