Genmab — Marts 2021
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I assume ....... everybody knows that term and don't want to use too energy on that part of the discussion. When you invest you can lose your investment
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GB Jan HAR bekræftet 1 mio per pts. At det er det beløb man skal regne med. Han bekræftede det sidste år på PI QA
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og jeg er bestemt ikke enig i at epcro er mere værd om 2 år end dara der på det tidspunkt nok er tæt på at være top 10 pt bedste sælgende lægemidler. Jeg er faktisk ikke sikker på om epcro bliver mere værd end dara på noget tidspunkt, idet forventningerne til dara topsalg er så meget højere
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Winkel har udtalt at Epcoritamab forventes at blive det mest værdifulde produkt for Genmab...
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the reason i think it is higher in this case is 1) there was a lot on interest in epco according to Jan (I don't think he was lying there) 2) Abbvie will have done due diligence (so a 2nd party due diligence) 3) initial results looked good 4) doctors enthusiasm around the conferences on the initial data
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and results so far look promissing
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