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Genmab — Januar 2021

Planlagt Fastgjort Låst Flyttet Genmab
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  • Helge_LarsenPI-redaktørH Offline
    Helge_LarsenPI-redaktørH Offline
    Helge_LarsenPI-redaktør
    wrote on sidst redigeret af
    #648

    Han forventer, at amy-loidosis-salget bliver 200 mio. USD.

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    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #649

      in the first quarter? 😄

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      • E Offline
        E Offline
        E_L
        wrote on sidst redigeret af
        #650

        TEPEZZA Short-Term Supply Disruption FAQ https://www.horizontherapeutics.com/media-center/horizon-resources/tepezza-short-term-supply-disruption-faq

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        • S Offline
          S Offline
          Stroka
          wrote on sidst redigeret af
          #651

          Medwatch: https://medwatch.dk/Medicinal___Biotek/article12693645.ece

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          • Helge_LarsenPI-redaktørH Offline
            Helge_LarsenPI-redaktørH Offline
            Helge_LarsenPI-redaktør
            wrote on sidst redigeret af
            #652

            E L. Unfortunately not the first quarter. That is the top sales estimate. 🙂

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            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #653

              I was joking offcourse, but I think that is significantly too low. I think we can breach $400mio this year already.

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              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #654

                Dara is fully established, it is not a new drug, most MD’s will already have had experience with it and a lot of them even with SC. You can see from the numerous twitter reactions how enthusiastic most MD’s are. It is the first and only therapy and It will go straight to first line.

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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #655

                  Besides the 4000 new patients expected to get diagnosed this year, there are many currently waiting for new treatment. In addition, amyloidosis is significantly under-diagnosed; I expect that 4000 number to go up over the next few years when MD’s learn what to look for. JNJ already started an awareness campaign.

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                  • G Offline
                    G Offline
                    GeorgeBest
                    wrote on sidst redigeret af
                    #656

                    You convinced me E L. At least 400M $ this year 😄

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                    • BulderB Offline
                      BulderB Offline
                      Bulder
                      wrote on sidst redigeret af
                      #657

                      Peaksale will be significantly greater than $200mio. This source estimates the total market as $6,7bn in 5 years, and with dara as dominant treatment it will easily reach about 1/5-1/4 of MM sales, which already was 4bn last year. https://www.researchandmarkets.com/reports/4661556/amyloidosis-treatment-market-size-share-and

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                      • troldmandenT Offline
                        troldmandenT Offline
                        troldmanden
                        wrote on sidst redigeret af
                        #658

                        So EL what is your total estimate for dara sales i 2021?

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                        • Helge_LarsenPI-redaktørH Offline
                          Helge_LarsenPI-redaktørH Offline
                          Helge_LarsenPI-redaktør
                          wrote on sidst redigeret af
                          #659

                          E L . I knew you were joking. 🙂 I agree that peak sales can easily get much higher.

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                          • BulderB Offline
                            BulderB Offline
                            Bulder
                            wrote on sidst redigeret af
                            #660

                            Han mangler et nul: 2000 mio $

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                            • BulderB Offline
                              BulderB Offline
                              Bulder
                              wrote on sidst redigeret af
                              #661

                              om 5 år

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                              • BulderB Offline
                                BulderB Offline
                                Bulder
                                wrote on sidst redigeret af
                                #662

                                For at summe op: Novod regner med 4bn for tepro i thyroid. 3-3½bn for ofa i RMS. Hvis hertil lægges 2 bn for dara i amy, bliver det tilsammen lige så meget som dara i MM.

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                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #663

                                  @troldmanden i have +- $5.5bn for this year

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                                  • S Offline
                                    S Offline
                                    Skyggen
                                    wrote on sidst redigeret af
                                    #664

                                    @ Bulder det giver 9-9,5 mia i andre indikationer end dara det kommer dara vel ikke i nærheden af i år eller hvordan vurdere du det 🙂

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                                    • BulderB Offline
                                      BulderB Offline
                                      Bulder
                                      wrote on sidst redigeret af
                                      #665

                                      nej i 2025. Og royalty for tepro (6%)og ofa (10%) er noget mindre end for dara. Dara vil år nærme sig 6 mia i MM og amy tilsammen.Tror jeg.

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                                      • BulderB Offline
                                        BulderB Offline
                                        Bulder
                                        wrote on sidst redigeret af
                                        #666

                                        Salg - ikke royalty - og $

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                                        • BulderB Offline
                                          BulderB Offline
                                          Bulder
                                          wrote on sidst redigeret af
                                          #667

                                          Er der forresten nogen, der ved om royalty-trappen for dara starter forfra ved 12% i den nye indikation?

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