Genmab — April 2021

[Helge_LarsenPI-redaktør]

Onsdagens aviser med Danske Bank, Genmab og Gyldendal
https://www.proinvestor.com/investornyt/674235/onsdagens-aviser-med-danske-bank-genmab-og-gyldendal

[GeorgeBest]

Roche Q1 Investor presentation. Ocrevus på side 23

[GeorgeBest]

MS franchise: Ocrevus with 26% total US market share
Market leadership maintained

[GeorgeBest]

Side 51 fase 3 studier hvor Mosunetuzumab og Glofitamab er med

[GeorgeBest]

Iflg side 52 forventes Mosunetuzumab submitted i år og Glofitamab næste år

[deleted-user]

Godmorgen @GB. Hvorfor sælger Ocrevus så lidt uden for US?

[GeorgeBest]

Det ved jeg ikke

[deleted-user]

Du ved ellers så meget Jeg leder på egen hånd

[Plimsoller]

@LLI De har nok glemt at oversætte indlægssedlen ;-
)

[E_L]

mosunetuzumab
3L+ FL NME submission is shown in 2021,
mosunetuzumab +
lenalidomide 2L FL NME submission is shown in '2024 and beyond'

[E_L]

glofitamab
3L+ DLBCL 2022, glofitamab + chemo
2L DLBCL >2024

[JørgenVarnæs]

Thx EL - no time to stop and smell the flowers

[Sukkeralf]

Is Glofi going after DLBCL and Mosune after FL ?

[E_L]

it looks like that for the first filings, but we
know glofi also has FL expansian cohorts and vice versa, so maybe it is too early to say? presentation shows the trials https://www.roche.com/dam/jcr:3a48ad2b-c695-462c-a42f-ffcae34fa39c/en/irp210421.pdf

[E_L]

Ocrevus had 25% total US market share in the Q4 report, so that sort of stayed the same

[JørgenVarnæs]

Er der nogen, der har set recepttal?

[deleted-user]

@E L world wide isn't that impressive?

[E_L]

lets hope we hear from Novaris next week
if they can fill a bit of that space

[E_L]

"Among the drugs hardest hit by the pandemic was top-selling Ocrevus, whose growth slowed to 16%, down from 24% last year, to 1.2 billion francs.

“The COVID-19 pandemic continues to have a certain negative impact,” Roche said."

[JørgenVarnæs]

Interesting if SC can do something about that dynamic