Genmab — Juni 2016
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Ohad har et skriv om ASCO med en Dara sales graf:http://www.orf-blog.com/notes-from-asco-2016/
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Meget konservativ. Den skal fordobles. Med hans estimat har vi ikke meget potentiale tilbage
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Salgsestimatet skal fordobles!
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Han har 657m for 2017. Det når vi nok i år!
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Estimatet er kun for USA. Så er han mere inline med andre estimater
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Tak for Update bongobob. Det ligner et generelt skuffende asco i år - som sektor er det nok ikke de bedste nyheder for biotek, men for GENs pipeline drømme er det jo lige i skabet!
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Når der kommer lidt mere kød på Gens pipeline - specifikation af targets og mulige indikationer - kunne det være interessant at lave et bibliotek over eksisterende backbone behandlinger og deres effekt, og måske også relevante terapier under udvikling. Nogen interesserede?
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JnJs CFO Dominic Caruso said yesterday at the Goldman Healthcare conference, that JnJ expects to see a multiple myeloma market around USD 14-15bn already in 2020 (from 8-9bn today) and that Darzalex should have the lions share of that market
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Fantastikt
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Dr. Jesus San Miguel noted that when POLLUX data mature, the median progression free survival (PFS) will likely reach a whopping 40 months or more than 3 years.
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Endnu bedre
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It could even be median PFS of 50 months
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De foregående quotes er fra Novod der igår har deltaget I et pre EHA symposium
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Mere fra JNJs Caruso: and I think also the way we responsibly price cancer therapy is important. We are very careful....
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Dara's tal er så imponerende, at 1st Line efterhånden ligner unmet need...
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We came to the pricing strategy in conjunction with oncology experts in the field
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