Genmab — Juli 2017
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Der er an meget afventende handel med Genmap. Er det mon udtryk for en afventen med hensyn til halvårsregnskabet den 9. Aug?
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OK
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God eftermiddag. Der er nok at glæde sig til i den kommende tid: Q3-2017: Darzalex ph III ALCYONE frontline MM data with Velcade
H2 2017: ESMO Congress – 8-12 September
H2 2017: Ph II data for Tisotumab Vedotin (likely at ESMO)
H2 2017: Darzalex Ph II data in high-risk smouldering myeloma
(CENTAURUS study) likely in Q4 (ASH)
H2 2017: Darzalex ph II data in multiple myeloma with Celgene’s
durvalumab
H1 2018: Darzalex ph III MAIA frontline MM data with Revlimid -
Since you mentioned durvalumab, had news today: IMFINZI
(durvalumab) granted Breakthrough Therapy Designation by US FDA for patients with locally advanced unresectable non-small cell lung cancer https://www.astrazeneca-us.com/media/press-releases/2017/imfinzi-durvalumab-granted-breakthrough-therapy-designation-by-us-fda-for-patients-with-locally-advanced-unresectable-non-small-cell-lung-cancer-07312017.html -
Mht snakken ca kl 10.00 - Novod forventer Dara passerer 5,3 mia i salg 2021 alene i MM. CITI at knap 6 mia passeres i 2021 også i MM. CITI siger totalmarked i 2025 for US (MM) alene vil være 28 mia $ og at verdensmarkedet umiddelbart (normalt) bliver det dobbelte!! (46 mia). Så kan man jo tænke lidt på markedsandel for DARA. CITI regner med 11 mia i topsalg for Dara, men der er mange faktorer
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