Genmab — Januar 2020

[E_L]

IF the milestone falls in 2019, we need $250m more in royalties in 2020 to generate the same. so that means $1.25bn more Dara sales in 2020 needed (ignoring potental other revenues)

[JKY_VH]

Enig Aabforever 14.37

[kkjoel]

Og det passer jo nogenlunde med det forøgede salg i 2020. Markedskonsensus ligger vist der i omegnen af $ 4,5 mia. - svarende til $300 mio mere i royalties

[E_L]

i very much doubt that is the real Markedskonsensus . Too high in my opinion...

[kkjoel]

Så hvad mener du markedskonsensus er, EL - 4,25?

[E_L]

possibly. if i had to guess i would say between 4 and 4.2. We will have a better idea after the market reaction to guidance on Feb 19

[Bulder]

Sjov peak C25 lavede der kl 16. Robotter i selvsving?

[AaBforever]

Fedt!!

[Bulder]

Vi kan da starte med recepttallet allerede nu. Det skal helst ikke under 165.

[Bulder]

Dec har 2 arbejdsdage mere end nov.

[DevOp]

Ja, men prøv at se 2018, der lå dec lavere end okt og
nov

[Bulder]

Bliver det lavere end nov, begynder det at stramme til.

[KWC]

Genmab Announces European Marketing Authorization for DARZALEX (Daratumumab) in Combination with Bortezomib, Thalidomide and Dexamethasone in Frontline Multiple Myeloma
Company Announcement

DARZALEX (daratumumab) approved in Europe in combination with bortezomib, thalidomide and dexamethasone for the treatment of adult patients with newly diagnosed multiple myeloma who are eligible for autologous stem cell transplant
Approval follows positive opinion by European Committee for Medicinal Produ

[KWC]

Copenhagen, Denmark; January 20, 2020 – Genmab A/S (Nasdaq: GMAB) announced today that the European Commission (EC) has granted marketing authorization for DARZALEX (daratumumab) in combination with bortezomib, thalidomide and dexamethasone for the treatment of adult patients with newly diagnosed multiple myeloma who are eligible for autologous stem cell transplant (ASCT). The EC approval follows a positive opinion issued for DARZALEX by the CHMP of the European Medicines Agency (EMA) in Decemb

[KWC]

“With this approval, newly diagnosed patients with multiple myeloma who are eligible for ASCT may have the opportunity for treatment with a DARZALEX-containing regimen. We are extremely pleased that DARZALEX has received this latest approval and we look forward to the combination of DARZALEX plus bortezomib, thalidomide and dexamethasone being launched in Europe,” said Jan van de Winkel, Ph.D., Chief Executive Officer of Genmab.

The approval was based on the Phase III CASSIOPEIA (MMY3006) study

[bikube]

Skidt med recepttallene denne gang, vi får det færdige resultat fra JnJ samme dag. Og dagens nyhed om godkendelse i EU må trække lidt op.

[bikube]

Orv - Kan du huske det Pensionisten.

[Bulder]

Det var hurtigt godkendelsen kom. Kun 5 uger og med jul og nytår ind imellem.

[E_L]

i was thinking the exact same. Nice.

[Bulder]

And with Alcyone approved 1½ years ago we now have both transplant and non-transplant covered in the EU. Will probably add up sales numbers in 2020.