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Genmab — Oktober 2020

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • P Offline
    P Offline
    Plimsoller
    wrote on sidst redigeret af
    #604

    God morgen 🙂

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    • S Offline
      S Offline
      Sukkeralf
      wrote on sidst redigeret af
      #605

      https://www.novartis.com/sites/www.novartis.com/files/q3-2020-media-release-en.pdf

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      • S Offline
        S Offline
        Sukkeralf
        wrote on sidst redigeret af
        #606

        Umiddelbart ikke noget om salget for Kesimpta i Q3 regnskabet - registreringsansøgning indsendt i Japan.

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        • S Offline
          S Offline
          Sukkeralf
          wrote on sidst redigeret af
          #607

          Det kan være de som minimum skal have et helt kvartals salg før det oplyses eller måske mere

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          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #608

            it surprised me a bit that on page 20 they singled out kesimpta for higher investments?

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            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #609

              sorry, thought you posted the presentation https://www.novartis.com/sites/www.novartis.com/files/q3-2020-investor-presentation.pdf

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              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #610

                p27 gives a few, what they call, 'launch indicators'

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                • A Offline
                  A Offline
                  AaBforever
                  wrote on sidst redigeret af
                  #611

                  Ikke meget fest over kursen i dag. Skulle den ikke stige op mod uge 46 med outstanding nyheder/data?

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                  • A Offline
                    A Offline
                    AaBforever
                    wrote on sidst redigeret af
                    #612

                    Jeps...og trærystere..:-D

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                    • A Offline
                      A Offline
                      AaBforever
                      wrote on sidst redigeret af
                      #613

                      Mon ikke snart de bliver træt i armene? 😉

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                      • StockBullS Offline
                        StockBullS Offline
                        StockBull
                        wrote on sidst redigeret af
                        #614

                        Ja det tyder på vi skal længere ned og måske teste 2130 i første omgang

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                        • StockBullS Offline
                          StockBullS Offline
                          StockBull
                          wrote on sidst redigeret af
                          #615

                          Juni fes den fra 2100 og ned i 1875 og så op i 2200

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                          • H Offline
                            H Offline
                            Hamming
                            wrote on sidst redigeret af
                            #616

                            @sukkeralf - https://twitter.com/KempenLS/status/1321053955733020672

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                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #617

                              yes, that is this quote: Kesimpta (ofatumumab, formerly OMB157) was launched in the US following FDA approval in August.
                              Kesimpta is a targeted B-cell therapy that can deliver powerful and sustained high efficacy, with a
                              favorable safety profile and the flexibility of an at home self-administration for a broad population of RMS
                              patients. We have seen a promising start with our flexible hybrid face-to-face / digital launch.

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                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #618

                                To provide
                                access to eligible US patients while they obtain reimbursement we are providing Kesimpta free of charge
                                for a limited amount of time. Based on our assumption on the time from initiation of therapy to
                                reimbursement we anticipate that a majority of the sales in the first quarter of launch will be free goods
                                and have accrued accordingly. We expect this share to decrease over time as reimbursement
                                progresses

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                                • bongobobB Offline
                                  bongobobB Offline
                                  bongobob
                                  wrote on sidst redigeret af
                                  #619

                                  Old pusher strategy 🙂

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                                  • S Offline
                                    S Offline
                                    Sukkeralf
                                    wrote on sidst redigeret af
                                    #620

                                    Ja det ville være rart hvis Pd-L1/4-1BB kan leve op til Jans forventninger.

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                                    • S Offline
                                      S Offline
                                      Sukkeralf
                                      wrote on sidst redigeret af
                                      #621

                                      Keytruda: $3.7 billion, up 21%, reflecting "continued strong momentum" in non-small-cell lung cancer, as well as uptake in other oncology indications, and partially offset by the negative impacts of the COVID-19 pandemic and pricing in Japan

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                                      • S Offline
                                        S Offline
                                        Sukkeralf
                                        wrote on sidst redigeret af
                                        #622

                                        Just a moment...

                                        favicon

                                        (www.firstwordpharma.com)

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                                        • SolsenS Offline
                                          SolsenS Offline
                                          Solsen
                                          wrote on sidst redigeret af
                                          #623

                                          Vi kan drømme om at Genmabs/Biontechs PD-L1 x 4-1BB er second generation til bl.a Keytruda 😉

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