Genmab — Oktober 2017
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Ofatumumab – marketed already as the chronic lymphocytic leukaemia treatment Arzerra – could emerge as a key competitor to Ocrevus, which is enjoying a strong launch in the US market. Furthermore, Novartis believes its product could benefit from a number of advantages; ofatumumab is a fully-human monoclonal antibody (Ocrevus is humanised), it can be administered via subcutaneous injection (instead of intravenously) and
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based on cross-trial comparisons, it has demonstrated faster B-cell repletion. These factors could determine that ofatumumab is a more patient and physician-friendly treatment, argues Novartis; a view shared by KOLs recently interviewed by FirstWord for our forthcoming report. Phase III studies should complete in 2019.
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God morgen:-)
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6:43
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@Sukkeralf: Hvor stort mon the potentielle marked er for Ofatumumab og hvornår begynder der mon at komme pæne betalinger til Genmab
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Stock bull er spået til at blive multi BB - tror det var 3-4 millarder dollars i omsætning. Så lad os håbe at Novartis kan få et BB stof ud af ofatumumab, hvis data er gode. En godkendelse kan være i hus i 2020 og royalty for de autoimmune sygdomme ligger vist på 15% eller husker jeg forkert ?
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