Genmab — April 2020
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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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God morgen.
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consensus for dara Q1 sales = USD 902M
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i can get you one at $783 million
https://au.news.yahoo.com/j-js-pharma-unit-perform-160104494.html -
Consensus for 20 analysts. From Bloomberg. I can't link.
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Sydinvest / Jefferies https://www.sydinvest.dk/nyheder.aspx?Action=1&NewsId=117772&PID=9258
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Some rumours among brokers that a partner deal could include more products than Epcoritamab
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