Genmab — April 2021

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

JørgenVarnæs

Very unstable, indeed. Perhaps the numbers are affected by discarded/end-of-date stock being returned or something. But the drop in daily revenue is the highest we’ve ever seen

JørgenVarnæs

To me - anyway - it seems something out of the ordinary went on in the March numbers

JørgenVarnæs

But that is the fly in the soup - RoW grew by 20% Q/Q!!!

Bulder

Ja, havde rabatten da bare været på 8% igen, så ville nettosalget have været på 722, og begge himle ville have været blå.

GeorgeBest

From the Deutsche Bank (DB) research initiated yesterday: DB starts Genmab at „buy“ saying Genmab has enough cash, a strong pipeline of antibody-based drugs and many successful products already on the marked...