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Genmab — Januar 2021

Planlagt Fastgjort Låst Flyttet Genmab
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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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                                    • G Offline
                                      G Offline
                                      GeorgeBest
                                      wrote on sidst redigeret af
                                      #668

                                      Ved det ikke, men vil tro det er en fælles trappe med MM. Ellers havde vi hørt om det...

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                                      • SolsenS Offline
                                        SolsenS Offline
                                        Solsen
                                        wrote on sidst redigeret af
                                        #669

                                        Det tror jeg bestem ikke. Men muligt JNJ gør det 😉

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                                        • troldmandenT Offline
                                          troldmandenT Offline
                                          troldmanden
                                          wrote on sidst redigeret af
                                          #670

                                          Rolity starter ikke forfra. Trappen opgøres på totalt salg over et regnskabsår

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