Genmab — Oktober 2018
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Deutsche Bank: Forventer Darzalex salg på USD 563M for Q3 (Q2 var 511)
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The unique immunomodulatory characteristics of the CD38 target molecule and its downregulation by daratumumab-mediated trogocytosis may actually be one of the explanations that daratumumab is the first monoclonal antibody with single agent activity in MM..vdDong..https://www.ncbi.nlm.nih.gov/pmc/articles/PMC6154747/ ...fri artikel
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In the reported 3 patients with life-threatening posttransplant AIHA, daratumumab was curative in 2, with the third showing a transient response before relapse of AIHA 8 months after this therapy. The survivors are currently free of any signs of hemolysis with a follow-up of 18 and 13 months after administration of daratumumab....http://www.bloodadvances.org/content/2/19/2550.long?sso-checked=true
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Deutsche Bank mener at væksten i USA nu er nede på 3% (Q2 til Q3). Så hele væksten skal komme fra RoW. De mener ikke der vil være nogen nævneværdig 1. linie salg fra Europa....
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Bulder - har du taget 14% fra US recepttallene i dine beregninger?
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med uændret vækst i RoW på 23% får jeg et tal lige syd for usd 560 mio
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Bulder: I går var der lidt skriveri omkring hexa-cd20-cd37. Er det noget der er i klinikken?
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Der nævnes at 20 patinter fik medikamentet. Så er det vel i klinikken?
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Hvis du tager de rå recepttal på en gennemsnitlig klinikdag, så har væksten været 0 I de fire måneder maj, juni, juli og august (endda med et fald I august, men det er nok seasonal)
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Men de skriver om "samples from 20 patients"?
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der skal virkelig et seriøst bump til i september, før kvartalstallene for Q3 I US kan bidrage med noget som helst
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og problemet med september er, at der kun er 19 klinikdage - så gode kvartalstal for US skal vi kigge i vejviseren efter. Det er RoW, der skal være bære det hele
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kommer cd20-cd37 ikke I klinikken H2 2019?
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