Genmab — April 2020
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Didn't know that Talquetamab is tested in combo with dara. https://www.clinicaltrials.gov/ct2/show/NCT04108195?term=daratumumab+talquetamab&draw=2&rank=1
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Thanks mates. If its 2023 its not that far away. I also remember it was once mentioned that JNJ expect 3 of the Genmab duobodies to have blockbuster potential
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God morgen.
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Few comments on the MASTER trial: Impact of autologous hematopoietic cell transplant on measurable MRD in the setting Dara-KRd https://www.ascopost.com/issues/april-10-2020/highlights-from-transplantation-and-cellular-therapy-meetings-of-astct-and-cibmtr/
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God morgen
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Test
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Det er da gået helt i stå her på chatten!!
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Hvad mener folket om salget af dara i Q1 når JnJ aflægger regnskab i morgen?
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Hvis vi skal nå 4 mia. i år skal vi vel op i nærheden af 800-850 mill. i Q1. Sidste år 629 mill.
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Spændende hvor meget corona har betydet for salget i marts.
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Jan har flaget at der nok godt kunne komme en nedjustering af DARA forventninger til 2020 pga corvid. Tror ikke det kan ses ret meget på Q1 data. Det er her i april og maj effekten nok kan ses
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De patienter der er på dara, tror jeg ikke corona har negativ effekt på. Så Q1 er sikkert OK mht dara salg. Det jeg kan være bekymret for er når nye 1. linie patienter starter behandling. At man pga kapacitetsproblemer vælger kun at behandle med f.eks. Rev/Dex i stedet for Dara/Rev/Dex. I så fald bliver salgsfremgangen i Q2 mindre end tidligere antaget.
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Men i øvrigt ser den nærmeste fremtid meget lys ud for Genmab. I de næste 3-4 måneder har vi følgende pipeline triggere: Ofa MS godkendelse, Andromeda data, TV204 data, epcoritamab data på ASCO, partneraftale. Lige dem jeg kan komme i tanker om...
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Ja GB præcis af de årsager. Og dertil vil der alt andet lige også være en overdødelighed blandt den gruppe af patienter. Det var i forbindelse med GF/interview at Jan forberedte marekdet på en nedjustering af oms
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Pipeline nyheder kan altid gå begge veje
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Her er et udmærket resume fra Børsen efter GF. Så det er da dejligt at markedet er bekendt med at der kan komme ein nedjustering. Og Jan holder her fast i 1H som tidsramme for partnerdeal https://borsen.dk/nyheder/virksomheder/genmab-boss-kaempe-aftale-er-topprioritet
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Research on Acute Myeloid Leukemia (AML) Therapeutics Market (impact of COVID-19) 2020-2026: Novartis, Roche, Genmab https://redandblackonline.com/research-on-acute-myeloid-leukemia-aml-therapeutics-market-impact-of-covid-19-2020-2026-novartis-roche-genmab/
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I thought this was interesting in the Halo shareholder letter under SC benefits "The ability to facilitate the administration of treatment in lower cost settings such as the physician office or the community setting. Janssen, as an example, has stated DARZALEXÒ SC supports their strategy to seek to expand treatment into the community setting." https://www.halozyme.com/letter-to-shareholders/
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Helt enig GB markedet forventer påvirkning. Se efter triggere.
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