Genmab — August 2016
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Michael Friis citerer så ikke casen helt rigtigt, fordi han giver en forståelse af, at Jan først skal til at finde, hvad der kan blive næste guld-æg. Alle her ved jo, han vil udvælge/prioritere fra den eksisterende pipeline, og jeg forventer ikke der går 3-4 år, men at han allerede har udset sig et par stykker. Og enig med Gentogen - virker Dara uden for MM klinger kasseapparatet inde i himlen, hvor træerne gror...
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Not even the sky is the limit, hvis Dara virker udenfor MM: http://m.cancer.org/acs/groups/content/@editorial/documents/document/acspc-044552.pdf
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Angående MM alene man jo også genlæse slide 24 http://files.shareholder.com/downloads/AMDA-KPIBN/2675383671x0x887370/9A09FC37-3E04-4E14-8D51-9DB3CF0714BC/Investor_Presentation_public_appendix__7April.pdf
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Fra Q&A: We currently work with models for the US plus the five largest countries in the EU estimating the fourth line market to be roughly 20,000 patients, the second and third line market is estimated to be around 45,000 patients (these are the populations targetted in POLLUX and CASTOR)..
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