Genmab — Januar 2021
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Genmab Announces that Janssen has been Granted U.S. FDA Approval for DARZALEX FASPRO
(daratumumab and hyaluronidase-fihj) for Patients with Newly Diagnosed Light-chain (AL) Amyloidosis -
Nice!
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Troldene inspirerer de mange kommaer - fedt at vi kan holde det på de store linier
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Gen (dk) er oppe med små 10pct ytd, mens NBI er oppe med 7pct ytd - ser vi GEN følge markedet eller er der noget ekstra krudt i GEN?
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4000 pts årligt i US https://www.cancer.net/cancer-types/amyloidosis/statistics
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32.000 pts årligt med multiple
myeloma https://www.cancer.net/cancer-types/multiple-myeloma/statistics -
Men hvor meget er dara egentlig i GEN længere?
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Hexa-cd38 vil alligevel overtage daras marked
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For mig har dara altid været en poison pill ifht opkøb - men nu da porteføljen er bredere og de kommercielle muligheder er større for BP, så kan GEN komme på menukortet hos de store drenge igen
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Så kan man jo altid sælge dara fra til JJ
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