Genmab — December 2020
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Hvor stort er Epcoritamabs marked? Hvis man ser på side 19 i vedlagte, så er Epcoritamabs potentielle marked større end Darzalex (DLBCL, FL of
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og MCL). Så overgår Epcoritamabs potentielle marked Darzalex‘s https://ir.genmab.com/static-files/01719d81-5070-4520-a694-4fc1585da826
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Så de 4 milliarder $ som Verdult skønner, kan blive meget mere (selvfølgelig under forudsætning af at Epcoritamab bliver best in class)
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Nu afhænger det selvfølgelig og af duration of treatment, men det virker som Epcoritamab kan fotlænge duration ganske meget i forhold til nuværende SOC
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Genmab satser også på at Epcoritamab kan få en rolle i CLL. Muligheder en masse...
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SVB Leerink cuts price target on Genmab to $ 34 from $ 36 - Reuters News
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DDB: We believe the ASH data were close to a best-case outcome for epcoritamab with
efficacy on par with best responses seen from competitors. The safety profile
remains benign clearing the way for frontline therapy in multiple indications and
multi-blockbuster potential. We keep Hold but lift 12M target price to DKK2,600. -
Danske Bank: "Valuation. Our updated sum-of-the-parts now points to a fair value of DKK2,638 (DKK2,467) following the ASH conference, primarily reflecting more value for epcoritamab (DKK558 vs DKK405) with the supportive data presented. We now see a potential USD10bn in peak sales with the potential in frontline NHL/CLL."
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Potential 10 billion $ peak sale...
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Jeg må le, giver absolut ingen mening, alt under 3000 er en joke for nuværende, I januar kommer de til at guide for BB i $ for Dara og samtidig burde værdien af epco stige væsentlig mere i forhold til risikovurderingsprofil. Salget i Tepro og Ofa vil stige progressivt, måske endda ekspotentielt. Et 12 mdr. target på 2600 er ikke et pletskud fra OBH, nærmere et totalt mis på dartskiven.
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Phase 1 Results of Teclistamab, BCMA Alfred L. Garfall, MD, MS of the Hospital of the University of Pennsylvania https://www.oncologytube.com/video/39636/alfred-l.-garfall-md-ms-algarfall-pennmednews-ash20-bcma-rrmm-cancer-research-phase-1-results-of-teclistamab-bcma
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@GB, "sjovt" med SVB Leerink - det seneste kursmål jeg har OG kan finde på nettet er $35 og ikke $34: https://thefly.com/landingPageNews.php?id=3156715&headline=GMAB-Genmab-initiated-with-a-Market-Perform-at-SVB-Leerink
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Rimelig heftig omsætning.
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