Skip to content
  • Debatforum
  • Seneste
  • Populære
  • Bruger
Temaer
  • Light
  • Dark

Kollaps
FORSIDEN
Log ind Opret konto

Genmab — Marts 2021

Planlagt Fastgjort Låst Flyttet Genmab
1.5k Indlæg 1 Posters 0 Visninger
  • Ældste til nyeste
  • Nyeste til ældste
  • Most Votes
Svar
  • Svar som emne
Login for at svare
Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • 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

    1 Reply Last reply
    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

      1 Reply Last reply
      0
      • S Offline
        S Offline
        Sukkeralf
        wrote on sidst redigeret af
        #349

        nu = nummer

        1 Reply Last reply
        0
        • JørgenVarnæsJ Offline
          JørgenVarnæsJ Offline
          JørgenVarnæs
          wrote on sidst redigeret af
          #350

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

          1 Reply Last reply
          0
          • 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

            1 Reply Last reply
            0
            • 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

              1 Reply Last reply
              0
              • 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

                1 Reply Last reply
                0
                • JørgenVarnæsJ Offline
                  JørgenVarnæsJ Offline
                  JørgenVarnæs
                  wrote on sidst redigeret af
                  #354

                  Thx EL

                  1 Reply Last reply
                  0
                  • 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)

                    1 Reply Last reply
                    0
                    • StockBullS Offline
                      StockBullS Offline
                      StockBull
                      wrote on sidst redigeret af
                      #356

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

                      1 Reply Last reply
                      0
                      • StockBullS Offline
                        StockBullS Offline
                        StockBull
                        wrote on sidst redigeret af
                        #357

                        wiki say 10% but some other links say 12%

                        1 Reply Last reply
                        0
                        • StockBullS Offline
                          StockBullS Offline
                          StockBull
                          wrote on sidst redigeret af
                          #358

                          hopefully they have not screwed up with the patent period 🙂

                          1 Reply Last reply
                          0
                          • 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

                            1 Reply Last reply
                            0
                            • SolsenS Offline
                              SolsenS Offline
                              Solsen
                              wrote on sidst redigeret af
                              #360

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

                              1 Reply Last reply
                              0
                              • SolsenS Offline
                                SolsenS Offline
                                Solsen
                                wrote on sidst redigeret af
                                #361

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

                                1 Reply Last reply
                                0
                                • B Offline
                                  B Offline
                                  BioShare
                                  wrote on sidst redigeret af
                                  #362

                                  Den er her....juhuuu 🙂

                                  1 Reply Last reply
                                  0
                                  • 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.

                                    1 Reply Last reply
                                    0
                                    • 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

                                      1 Reply Last reply
                                      0
                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #365

                                        just a tiny tweak in the description of the tisotumab trials, Sponsor: Genmab changed to Seagen Inc.
                                        and Collaborators: in reverse, makes me wonder if Seagen is taking the lead on these

                                        1 Reply Last reply
                                        0
                                        • S Offline
                                          S Offline
                                          Sukkeralf
                                          wrote on sidst redigeret af
                                          #366

                                          Could be - they are the most experienced so maybe not a bad idea

                                          1 Reply Last reply
                                          0

                                          Hello! It looks like you're interested in this conversation, but you don't have an account yet.

                                          Getting fed up of having to scroll through the same posts each visit? When you register for an account, you'll always come back to exactly where you were before, and choose to be notified of new replies (either via email, or push notification). You'll also be able to save bookmarks and upvote posts to show your appreciation to other community members.

                                          With your input, this post could be even better 💗

                                          Tilmeld Log ind

                                          • Log ind

                                          • Har du ikke en konto? Tilmeld

                                          • Login or register to search.
                                          • First post
                                            Last post
                                          0
                                          • Debatforum
                                          • Seneste
                                          • Populære
                                          • Bruger