Genmab — August 2020
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Tak alle..En flaske vin knappes op her i Regstrup. Efter udmeldingen af min overtagelse af PI d. 31/7 har vi august 38% flere brugere, 42% nye brugere og 18% flere sidevisninger end samme periode sidste år. Stigningen i forhold til de seneste tre måneder er også markant. Måske et tilfælde. Jeg er dog en glad mand alligevel.
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This will not only be viewed as more convenient by some patients (but not all, note KOLs) but will be cheaper than using Ocrevus, Novartis argues. Whilst Roche’s product has a lower wholesale price of $65,000, Novartis says the total annual cost of Ocrevus rises on average to more than $100,000 when the price of infusions is taken into account.
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KOLs are quick to acknowledge that Ocrevus is not frequently associated with complications that necessitate rapid B-cell repletion in patients, suggesting that at this is likely to be viewed as a ‘nice to have’ clinical benefit with Kesimpta rather than a meaningful advantage, even if there is some suggestion that B-cell depleting therapies may increase the risk of more severe COVID-19 infection
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Det er Truist Securities (tidligere Sun Trust) der løfter kursmål til 2585 https://borsen.dk/nyheder/markedsberetninger/finanshus-saetter-genmab-kursmaal-op-med-en-fjerdedel
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