Genmab — Februar 2025

[Sukkeralf]

https://finance.yahoo.com/news/novo-nordisk-once-weekly-mim8-074500180.html

[E_L]

i didn't realise they were this far in children already. Let's hope Novo can speed up the regulatory submission a bit. "At week 26, 98% of caregivers said they preferred Mim8 to prior treatment, of which 73% said they ‘very strongly’ preferred Mim8 to prior treatment."

[E_L]

Novo Nordisk adds pediatric data to bulging bag of evidence on near-approval hemophilia A prospect https://www.fiercebiotech.com/biotech/novo-adds-pediatric-data-bulging-bag-evidence-near-approval-hemophilia-prospect

[Aaanditsgone]

"the prior treatment" being Hemlibra, or..?

[E_L]

whatever they were on before starting this trial; it is not further specified in this data; but as Hemlibra is such a dominant player in this market, i would think your guess would be correct for most patients

[Aaanditsgone]

Time for an upward adjustment of Mim8 peak sales estimates, perhaps?

[lahn1]

Er det grunden til at de først sender ansøgningen i H2 2025. Det var vist tidligere nu de skulle have sendt ansøgningen.

[lahn1]

At de vil have børn med i godkendelsen fra start.

[troldmanden]

Hvilke peak sales estimater har i set på Mim8?

[Bulder]

Jeg har noteret 6,4 mia dkk i 2031. Kan ikke huske, hvor jeg har tallet fra.

[GUHO]

Citi har ligget højt på Mim8 på 1,9 mia. dollars mens konsensus skulle være 1,1. Samme artikel nævner 6,4 mia. dkk i 2031 som Bulder

[GUHO]

https://npinvestor.dk/nyheder/novos-potentielle-blødermedicin-er-stærkt-konkurrencedygtig-mener-amerikansk-storbank?utm_source=chatgpt.com

[Bulder]

Helimbra solgte i 2023 for 4,7 mia $. https://finance.yahoo.com/news/hemlibra-emicizumab-sales-increase-8-055300995.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAFN6KMaKixReHe__AJhRzQORzfQmBY-WjuR584ocJwn_q8Ibw3pEEAXgR9CvT0hp04-RxR8AZs3_pCGnH80yXz1CXP-Ks2q3SLlATyV70hIzx0xetat5zg_xLXwOXN7u2UvuhZERCY2AE0p2sRV99xUzMnf02tkTrXJfvRdCS7jz

[E_L]

Hemab Therapeutics Presents Interim Data from Ongoing Phase 2 Study of HMB-001 as First Ever Prophylactic Treatment in Glanzmann Thrombasthenia and Preclinical Data from HMB-002 in Von Willebrand Disease at the 2025 EAHAD Annual Congress https://hemab.com/#post-hemab-therapeutics-presents-interim-data-from-ongoing-phase-2-study-of-hmb-001-as-first-ever-prophylactic-treatment-in-glanzmann-thrombasthenia-and-preclinical-data-from-hmb-002-in-von-willebrand-dise

[DaPhamius]

Hvad er forventningen til regnskabet på mandag?

[gdn55]

Mener først regnskabet kommer den 12.02, altså onsdag

[gdn55]

den

[DaPhamius]

Mente også onsdag. Forventer folk opdatering på JNJ og fremtidig pipeline eller rene tal som vi for det meste kender i forvejen?

[E_L]

we recently had a pipeline update, they will repeat that. they should give financial guidance for 2025

[ProinvestorNEWS]

Knock-Your-Socks-Off-News – February 2025 https://www.linkedin.com/pulse/knock-your-socks-off-news-february-2025-genmab-qlnee/