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Genmab — November 2020

Planlagt Fastgjort Låst Flyttet Genmab
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  • E Offline
    E Offline
    E_L
    wrote on sidst redigeret af
    #1159

    Novartis presentation with some interesting Kesimpta pages (90-100) https://www.novartis.com/sites/www.novartis.com/files/meet-novartis-management-2020-presentation.pdf

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    • SolsenS Offline
      SolsenS Offline
      Solsen
      wrote on sidst redigeret af
      #1160

      5,2% NBRx share after 10 weeks....

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      • SolsenS Offline
        SolsenS Offline
        Solsen
        wrote on sidst redigeret af
        #1161

        Side 92

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        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #1162

          after 8 weeks, in the Q3 presentation , this was 2.5%......... https://www.novartis.com/sites/www.novartis.com/files/q3-2020-investor-presentation.pdf
          p27

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          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #1163

            haha, who knows

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            • SolsenS Offline
              SolsenS Offline
              Solsen
              wrote on sidst redigeret af
              #1164

              6000 prescripstions - ligner det ikke noget voldsomt !

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              • S Offline
                S Offline
                Sukkeralf
                wrote on sidst redigeret af
                #1165

                Just a moment...

                favicon

                (www.firstwordpharma.com)

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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #1166

                  are you sure that means 6,000 prescriptions @Solsen ?

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                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #1167

                    seems like a lot...

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                    • P Offline
                      P Offline
                      peter12
                      wrote on sidst redigeret af
                      #1168

                      But is still for free ?

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                      • G Offline
                        G Offline
                        GeorgeBest
                        wrote on sidst redigeret af
                        #1169

                        Maybe, but I presume when the patient has started with Kesimpta, he will not change to Ocrevus, when Novartis start to charge?

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                        • P Offline
                          P Offline
                          peter12
                          wrote on sidst redigeret af
                          #1170

                          Makes sense

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                          • Helge_LarsenPI-redaktørH Offline
                            Helge_LarsenPI-redaktørH Offline
                            Helge_LarsenPI-redaktør
                            wrote on sidst redigeret af
                            #1171

                            Det danske biotekselskab Genmab har valgt at droppe udviklingen af de potentielle cancermiddel Enapotamab Vedotin til behandling af solide tumorer, da udvidede forsøg med forskellige doser af midlet i et studie ikke forbedrede den kliniske effekt i forhold til tidligere test.

                            Det oplyser Genmab i en meddelelse.

                            • Således mødte data fra den udvidede kohorte ikke Genmabs stringente kriterier for proof-of-concept, hedder det i meldingen.
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                            • Helge_LarsenPI-redaktørH Offline
                              Helge_LarsenPI-redaktørH Offline
                              Helge_LarsenPI-redaktør
                              wrote on sidst redigeret af
                              #1172

                              En ”kohorte” er den patientgruppe, som deltager i et forsøg.

                              Genmab vil i stedet omdirigere ressourcerne fra Enapotamab Vedotin til øvrige prioriteter, herunder til de andre af Genmabs næste generation af mulige antistofbehandlinger, oplyses det.

                              /ritzau/FINANS

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                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #1173

                                Sep19 Roche stated they had treated 120,000 patients with Ocrevus, Sep20 that was 170,000, so that is 50,000 new in a year, or roughly just under 10,000 in 10 weeks. Worldwide.

                                Link Preview Image
                                Genentech: Press Releases | Thursday, Sep 10, 2020

                                Discover the latest news about our company, our products, our policies, and our people.

                                favicon

                                (www.gene.com)

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                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #1174

                                  So if I assume half of that , 5,000 is US, 6,000 seems a lot for Kesimpta start. If my thinking is correct

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                                  • SolsenS Offline
                                    SolsenS Offline
                                    Solsen
                                    wrote on sidst redigeret af
                                    #1175

                                    Isnt that what the slide says ?

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                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #1176

                                      maybe , I read it differently, as that they reached 95% of the prescribers /the MDs. I hope your interpretation is correct offcourse. I will try to listen to the webcast tomorrow

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                                      • P Offline
                                        P Offline
                                        peter12
                                        wrote on sidst redigeret af
                                        #1177

                                        Novartis CEO mente Kesimpta kunne sælge mere end 1,8b$ i 2025 og blive SOC ifølge webcast
                                        🙂

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                                        • Helge_LarsenPI-redaktørH Offline
                                          Helge_LarsenPI-redaktørH Offline
                                          Helge_LarsenPI-redaktør
                                          wrote on sidst redigeret af
                                          #1178

                                          God morgen. 🙂

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