Genmab — April 2021

[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

[Helge_LarsenPI-redaktør]

Darzalex/Fastpro salg i marts USD 294M. 11% op i forhold til februar

Men på dagsbasis er salget ned med 8%.

[JørgenVarnæs]

Tusind tak Helge - det svarer til, at der bliver givet 12% i rabat på recepttallene. I Q42020 var rabatten på 8%

[Bulder]

Tak Helge

[GeorgeBest]

Så er der en forklaring på de lavere US tal fra JNJ i går

[JørgenVarnæs]

Ser man på gennemsnitligt salg per dag 21Q1 ifht 20Q4 er der en vækst (i recepttallet) på 6,2%. Dvs der er stadig en sund volumenvækst på ca 2% per måned

[JørgenVarnæs]

Umiddelbart tænker jeg, at US-marts er ret skuffende. Mon der kan have været en eller anden form for justering? Recepttallene er lave og samtidigt bliver rabatten udvidet fra 8% til 12%

[E_L]

discount % still rather unstable isn't it, can't really figure out a seasonal pattern either