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Genmab — Marts 2021

Planlagt Fastgjort Låst Flyttet Genmab
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  • S Offline
    S Offline
    Sukkeralf
    wrote on sidst redigeret af
    #345

    Altså TG Therapeutics CD20 i MS

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    • JørgenVarnæsJ Offline
      JørgenVarnæsJ Offline
      JørgenVarnæs
      wrote on sidst redigeret af
      #346

      IV administration - det bliver spændende at se, om det er en seriøs konkurrencefordel

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      0
      • S Offline
        S Offline
        Sukkeralf
        wrote on sidst redigeret af
        #347

        Ja det er nok mere Ocrevus der bliver angrebet - men deres data er dog ret solide, så de kan altid spille på pris

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        0
        • S Offline
          S Offline
          Sukkeralf
          wrote on sidst redigeret af
          #348

          Men nu tre på markedet er ikke nemt og de er samtidig den mindste, så alt tyder på et niche product

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          0
          • S Offline
            S Offline
            Sukkeralf
            wrote on sidst redigeret af
            #349

            nu = nummer

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            • JørgenVarnæsJ Offline
              JørgenVarnæsJ Offline
              JørgenVarnæs
              wrote on sidst redigeret af
              #350

              Ved vi egentlig, om Novartis er begyndt at kræve penge for Kesimpta?

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              • JørgenVarnæsJ Offline
                JørgenVarnæsJ Offline
                JørgenVarnæs
                wrote on sidst redigeret af
                #351

                Og gad vide, hvordan det egenlig fungerer. De amerikanske sygekasser kan ikke være specielt interesserede i gratis produkter

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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #352

                  "Sales of Kesimpta notched just $14 million in the fourth quarter, but Novartis executives told reporters in January that the slow start doesn't change its overall expectations for the med—it's still anticipating a market share grab of up to 40%.
                  " https://www.fiercepharma.com/marketing/novartis-study-nurses-and-ms-patients-give-thumbs-up-to-kesimpta-for-ease-use

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                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #353

                    so they are making money, i have seen insurance company acceptance also, can't remember where

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                    • JørgenVarnæsJ Offline
                      JørgenVarnæsJ Offline
                      JørgenVarnæs
                      wrote on sidst redigeret af
                      #354

                      Thx EL

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                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #355

                        by the way , I saw Merrill Lynch a while ago estimate Kesimpta peak $5bn (vs cons $1.4bn 24E)

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                        • StockBullS Offline
                          StockBullS Offline
                          StockBull
                          wrote on sidst redigeret af
                          #356

                          Great - How long is the patent on Kesimpta, i.e Royalties for Genmab

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                          • StockBullS Offline
                            StockBullS Offline
                            StockBull
                            wrote on sidst redigeret af
                            #357

                            wiki say 10% but some other links say 12%

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                            • StockBullS Offline
                              StockBullS Offline
                              StockBull
                              wrote on sidst redigeret af
                              #358

                              hopefully they have not screwed up with the patent period 🙂

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                              • StockBullS Offline
                                StockBullS Offline
                                StockBull
                                wrote on sidst redigeret af
                                #359

                                600M usd to Genmab per year if its $5bn. Surely not reflected in todays share price

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                                • SolsenS Offline
                                  SolsenS Offline
                                  Solsen
                                  wrote on sidst redigeret af
                                  #360

                                  Its 10% and I belive 2% goes to GSK.

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                                  0
                                  • SolsenS Offline
                                    SolsenS Offline
                                    Solsen
                                    wrote on sidst redigeret af
                                    #361

                                    Hvor er feststemningen. Markedet i rødt og Genmab i grønt 🙂

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                                    • B Offline
                                      B Offline
                                      BioShare
                                      wrote on sidst redigeret af
                                      #362

                                      Den er her....juhuuu 🙂

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                                      • BulderB Offline
                                        BulderB Offline
                                        Bulder
                                        wrote on sidst redigeret af
                                        #363

                                        Godt nok spændt på hvad US finder på i eftermiddag. Om de maler den grønne farve over med rød - som de har for vane.

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                                        • DarvinD Offline
                                          DarvinD Offline
                                          Darvin
                                          wrote on sidst redigeret af
                                          #364

                                          Tja - jeg er halvt ærgerlig over at den ikke lige tager en tur længere ned 😉 har suppleret på vejen og mest i går. Var nok for forsigtig, idet jeg havde besluttet at næste supplering skulle være i Bull. Så halvt øv idag. Jeg er fuldkommen fast i troen på at aktien er et superkøb i disse niveauer. Blot mit pip. Men alt kan ske 🙂 så god
                                          stemning her

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