Genmab — Maj 2020

E_L

it is a good selling point now, the question is indeed how difficult it is to get that to doctors and patients

Henrikhot

Genmab will receive mid-single digit royalties on sales of TEPEZZA. 5% af 200M$=10M$ vel også en slags penge

GeorgeBest

I have seen analysts calculate with 6.5%

Solsen

We actually dont know. But 5-7% is a guess.

Solsen

Not much value now to Genmab besides they have created something that make a great difference to patients But they expect norths of $1bn sales in future.

GeorgeBest

In Europe we are now opening up again. That includes hospitals and doctors. Therefore it should also mean opening up in Genmab related matters

Henrikhot

Analysts forecast that US revenues for the therapy could reach up to $700 million at peak ca
46M$ at 6,5%

GeorgeBest

Revenues outside US?

E_L

Horizon already increased their own peak U.S. annual net sales expectation to > $1bn earlier this year

Henrikhot

Tja 65 millioner $ om året kan vel godt betale for et og andet. Det er jo direkte på bundlinien

Sukkeralf

Den årlige PI skovtur har vel et budget deromkring

Solsen

Horizon expect +$1bn in peaksales

Sukkeralf

Hvem ved om Genmab ikke ligeledes skulle hoppe med på Covid-19 bølgen - mon ikke der er nogle som er interesserede i deres platforme til dette.

Sukkeralf

https://njardarson.lab.arizona.edu/sites/njardarson.lab.arizona.edu/files/Top 200 Drugs By Retail Sales in 2019_0.pdf

Sukkeralf

Darzalex nummer 41 på top 200 sælgende drugs i 2019 - i 2020 skulle vi gerne små 15-20 pladser frem på listen

kkjoel

Ojjjjj..
cool implementeret

kkjoel

GEN skal da bare sige, at de undersøger muligheden for at indgå et frugtbart samarbejde med et førende nano-virusantistof, der kan kombineres med deres bispecifikke monoblokeringshæmmere.. så skal du se kurseksplosion

kkjoel

..samarbejde med et ledende medicinalfirmas førende..

kkjoel

Ups.. samarbejde med et antistof.. don't go there, Jan!

Bulder

Ja ja. dårlig lukkeauktion, men trods alt ny lukkerekord.