Genmab — Maj 2020

[GeorgeBest]

Kyprolis armen fik ein dårlig modtagelse på twitter i går aftes. Tror ikke den vil blive brugt...

[GeorgeBest]

Her er Rajkumars mening https://twitter.com/vincentrk/status/1266163437807243266?s=21

[Mogan]

God morgen

[Sukkeralf]

Ja sjovt med sådan et abstract på late breaker, hvilket jo igen afliver tanken om at alle præsentationer er med positive data. Eller dette er jo positivt for Velcade og pris på behandling fremadrettet.

[Sukkeralf]

Lad det bare blive Janssen og BMS der står for MM - BMS førende pt men Janssen overtaget taktstokken stille og roligt

[Helge_LarsenPI-redaktør]

Pensionist...Aktiesnakken.

[bibob]

God morgen.

[Mogan]

Søren Løntoft, siger at AL-amyloidose er en mere sjælden sygdom, med 3000-4000 nye diagnosticerede om året i USA. Men vel også potentiale i andre lande?

[Parasitism]

Det skulle man tro. Bygger hans topsalgsestimat på de 500 mio., så også kun for USA?

[Legolas23]

Premarket siger en kursstart på 2110

[Darvin]

Hvis ikke jeg husker forkert har andre talt om det dobbelte af hvad Søren siger.

[E_L]

annual report p 26 -3,000-4,000
approximate number of new cases diagnosed annually, making
AL amyloidosis the most common type of amyloidosis in the U.S - An estimated
16,000
people in the United States
suffer from amyloidosis. - 12-15%
of multiple myeloma
patients develop
light chain (AL)
amyloidosis.

[E_L]

compare MM -26,000
people estimated newly diagnosed with and 13,650 estimated
to have died from multiple myeloma in the U.S. in 2018 -160,000
people estimated diagnosed with and 106,000 estimated
to have died from multiple myeloma worldwide in 2018.

[Sukkeralf]

Lad os så få den epcoritamab deal - og data

[E_L]

the 'good' thing for Dara in my opinion is that there really isn't much of an alternative and we can roll it out very fast now; every MD already knows Dara & it's risk profile

[E_L]

but looking forward to the real data; not so sure yet if there is good renal response

[bikube]

ATH er løftet en hel% til 2140.

[Darvin]

E L ok - then if one use a simple calculation method, it should end up around 1 billion for Genmab/JJ OR ?

[Darvin]

not scientifically calculated however

[GeorgeBest]

I think you are right Darwin, because as I understand Jan yesterday, there will be no competition in Amy, in contrary to MM where there are some competion especially in first line