Genmab — November 2020

[E_L]

Janssen's Teclistamab Received FDA Orphan Drug Designation for Treatment of Multiple Myeloma on November 24

[Darvin]

Måske nævnt - men nyt kursmål i US: Truist Securities raises target price to $42 from $41

[E_L]

@peter12 did you listen to the whole Novartis call or only the CEO intro?

[bibob]

NICE : new option in cancerdrugs. https://www.nice.org.uk/news/article/new-option-for-people-with-difficult-to-treat-multiple-myeloma-is-recommended-for-use-in-cancer-drugs-fund-by-nice

[peter12]

@EL_ I think its still online ? But that was what he said

[Sukkeralf]

It also provided its own 2025 sales estimates for a number of key brands, including established growth drivers – Cosentyx ($5.6 billion), Entresto ($4.9 billion) and Kisqali ($1.6 billion), recent launches – Zolgensma ($2 billion), Kesimpta ($1.8 billion) and Piqray ($1.3 billion) - and the approval pending inclisiran ($1.4 billion).

[Sukkeralf]

Just a moment...

(www.firstwordpharma.com)

[E_L]

yes, i heard that , but i stopped after 1/2 hour, because they did not follow the presentation anymore, too long to sit through everything, i was wondering if they said more later on, on the number of subscriptions

[E_L]

in the presentation it reads : 95%+ (~6000) of MS prescribing targets reached

[E_L]

Solsen thought that means 6,000 prescriptions, I am not so sure, so hoping for clarification

[GeorgeBest]

E L - why not post a question for Fridays q/a

[E_L]

yes, i can try, if nobody here knows. Doubt he'll answer that though

[Solsen]

Well I dont know. More likely its the number of physicians Novartis salesforce are targeting.

[Solsen]

Wonder what 5,2% NBRx is in numbers - New of brand presciptions ?

[Helge_LarsenPI-redaktør]

Hej alle, Er virkelig seriøst bagud på spørgsmål til Q&A fredag. Læg dem endelig ind i aften eller i morgen eller senest fredag formiddag. På forhånd tak.

[Solsen]

Jeg har fri i morgen så jeg skal nok fylde på

[E_L]

if my guestimate for Ocrevus is roughly correct at new patients 5,000 for 10 weeks in the US then i thought it should be at least 260? I am probably doing this completely wrong... 260 patients would bring $26mio in revenue in 1 year

[E_L]

I don't think i have much for QA, most of my questions were answered in the last few weeks.... and Enapotamab Q
yesterday lol

[Helge_LarsenPI-redaktør]

Thanks guys. I can always count on you.

[Helge_LarsenPI-redaktør]

God morgen.