Genmab — Juni 2016
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OHW Målgruppen i Castor består af cirka 45.000 patienter, mens Pollux har cirka 125.000 patienter
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Deutsche Bank hæver Genmab målpris fra 1107 til 1400.
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Det vælter ind. Dejligt at se at hævningerne er så markante i forhold til de tidligere beskedne opjusteringer.
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Deutsche hæver topsalgsestimat på Darzalex I MM til 6.5bn USD. Ofatumumab subcut topsalgsestimat hæves til 1bn USD
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Bliver spændende at høre fra GS.
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Deutsche estimerer Darzalex salg i år på USD 573M og USD 900M næste år
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Fra Deutsche: Very impressive when compared with Amgen’s Kyprolis: We believe the most appropriate benchmark for the Pollux trial is the recently reported ASPIRE Phase III trial of Amgen’s Kyprolis. Although patients in ASPIRE initially look to be more heavily pretreated (median 2 prior therapies vs 1), more patients in the Pollux trial had received a prior IMID (55% vs 20%). The control arms of both trials performed similarly with a PFS of 18 months and CR rate of 19-20%. We believe the Pollux
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trial results compare favourably in quite a dramatic fashion on all endpoints, with a profoundly better benefit on PFS (HR 0.37 vs 0.69) and CR rate (43% vs 32%). The ASPIRE trial demonstrated that Kyprolis delayed progression by a median of 8 months vs Revlimid/dex. Mature Pollux results seem likely to significantly exceed this level of benefit. Importantly, Darzalex treatment also seems to come with significantly less toxicity.
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@Helge Jeg kan se, kursmålene står kronologisk som de bliver opdateret. Er det muligt, at de finanshuse, som følger Genmab, kan stå med opdaterede kursmål, så jyske eksempelvis ikke står 4 gange i træk med forskellige kursmål ? Dette for at lette overblikket og aktualitet? http://www.proinvestor.com/kurstargets/GEN.CO
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Hvad er det årlige salg af Kyprolis?
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Selvfølgelig Legolas. Jeg spørger maskinrummet om de kan ændre det.
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Ditto her fra.
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@JKY og Helge. My plessure
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