Genmab — Maj 2020

[Sukkeralf]

E L - but based on Jans positivity towards a epcoritamab deal they must have been close to signing so I would not buy a longer delay

[E_L]

all i can say is that i hope that you are right

[E_L]

we'll know soon anyway

[Sukkeralf]

What about the CD3/5T4 BsAb IND - that should come in H1

[Sukkeralf]

I hope we will not see a number of Corona excuses but hard to believe that they are not impacted at all

[E_L]

The combination of venetoclax, daratumumab and dexamethasone for the treatment of refractory primary plasma cell leukemia https://onlinelibrary.wiley.com/doi/full/10.1002/ajh.25676

[E_L]

Horizon Therapeutics TEPEZZA (teprotumumab-trbw) First-Quarter 2020 Net Sales of $23.5 Million Driven by
Strong Demand and Launch Execution, Significantly Exceeding Expectations;
Increasing Full-Year 2020 Guidance to Greater Than $200 Million from $30 Million to $40 Million

[E_L]

that is an amazing launch

[E_L]

also interesting for Dara SC and Ofa to see that a launch can still be successful even now

[E_L]

Announcing the Addition of Two New TEPEZZA Pipeline Programs: New TEPEZZA Trial in Fibrotic TED , New Potential TEPEZZA Subcutaneous Administration Program, TEPEZZA dcSSc Exploratory Trial ..... https://ir.horizontherapeutics.com/news-releases/news-release-details/horizon-therapeutics-plc-reports-strong-first-quarter-2020

[troldmanden]

EL we dont know yet if dara SC and ofa will be succesful launch

[troldmanden]

NOVO just today mentioned that thier new launch is impacted a lot due to the situation that thier sales employees can not visit

[E_L]

no we don't know, . What I am saying is that A launch CAN be successful , giving Tepezza
as example

[GeorgeBest]

Thanks E L - great news

[E_L]

the link shows some of the factors Horizon think contributed to the strong launch, have a look

[GeorgeBest]

That could be around 15 million USD in Teppezza royalties this year

[E_L]

pays for Jan's bonus

[Sukkeralf]

Thats great

[Sukkeralf]

Dont think dara sc will require that much from the salesrep because this isjust a easier formulation to use - the price is the same - and there are more or less no competition right now.

[Sukkeralf]

For Ofa its a bit different because you need to compete with Roche/Genentechs Ocrevus - so here you maybe need the salesreps to some good work