Genmab — Maj 2020

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

GeorgeBest

Do anyone know how far away approval for Amy in EU and Japan is?

GeorgeBest

Janssen, which obtained an exclusive worldwide license to develop, manufacture and commercialize daratumumab from Genmab in 2012, will discuss with health authorities the potential for a regulatory submission for this indication.

GeorgeBest

That must be health authorities worldwide I presume?

AaBforever

Mon den holder + i dag?

E_L

yes

AaBforever

sure..

E_L

i was responding to GB. No idea what this crazy stock will do on a day basis. Month-end, Monday closed, who knows...

Sukkeralf

Will we see epco data before close today - anybody knows ?

E_L

Genmab is presenting data at #ASCO20, including data from the epcoritamab (DuoBody-CD3xCD20) Phase 1/2 dose-escalation study on Friday May 29 at 8 AM EDT.