Genmab — December 2019

[bikube]

Der er også hamstret temmelig godt i Bull certifikater - især det sidste varter før luk.

[bikube]

Der mangler lige et K i kvarter.

[E_L]

C. Ola Landgren, MD, PhD, on Carfilzomib, Lenalidomide, Dexamethasone, and Daratumumab for Newly Diagnosed Multiple Myeloma -
https://www.ascopost.com/videos/2019-ash-annual-meeting-exposition/c-ola-landgren-on-carfilzomib-lenalidomide-dexamethasone-and-daratumumab-for-newly-diagnosed-multiple-myeloma/

[MarsFars]

Lad os tage et skridt tilbage og glæde os over de mange effektfulde behandlinger, der bliver tilgængelig for de mange mennesker i hårde sygdomsforløb

[Bulder]

Vinterbadning er blevet moderne. gmab.us ta'r sig i hvert fald en dukkert her til aften.

[Solsen]

Har stadig svært ved at se ideen i den notering. Omsætter sølle 40.000 alm aktier med et fald på 1,5% lige nu.

[nohope]

Nej, det er helt til grin. De skulle have holdt sig væk eller gået hele vejen.

[E_L]

https://twitter.com/CNBCTheExchange/status/1206657000307908608

[Solsen]

15-20.000 pts X $100.000. Market share below 50% if expectations are $750 mln

[Solsen]

Er der nogen der ved hvordan Horizon vil markedsføre og sælge teprotumumab. De er vel egentlig værdisat lavt.

[E_L]

7/11 13:05
af E L
from Horizon transcript "Our 100-person teprotumumab team is now in place. It includes sales representatives, patient educators, reimbursement specialists, site-of-care specialists and medical liaisons. " etc (link)

[E_L]

12/12 08:58
af E L
Horizon Therapeutics’ awareness campaign (link)

[E_L]

1/7 12:15
af E L
Horizon expects to have hired most of its sales reps for teprotumumab by the end of July (link)

[Solsen]

Thanks EL. Just listened to their latest cc. They have 100 salsrep etc in place.

[Solsen]

BUT the doctors in the eye care are not familiar with infusions. So Horizon will help them with infusions centers etc

[Solsen]

You know infusion chairs

[Solsen]

But the infusion time was not mentioned.

[E_L]

yes, that is correct, but there is a rumour that somewhere in the middle of next year a lot of infusion chairs become available...

[Solsen]

Horizon have many drugs in the portefolio. So they are used to dales organisation.

[Solsen]

Haha right you are