Her lidt fra 4 forskellige analyser....
Peak sales varierer fra 266 mUSD til knap 500 mUSD.
Af det vil vil Genmab nok står til en royalty på noget der ligner 25%-35%, meget svært at sige præcist, men hvis udsagnet om at de har fastholdt 50% af værdien af Arzerra, så skal vi temmeligt højt op i royalty som også bliver betegnet som tiered double digit royalties
Peak sales varierer fra 266 mUSD til knap 500 mUSD.
Af det vil vil Genmab nok står til en royalty på noget der ligner 25%-35%, meget svært at sige præcist, men hvis udsagnet om at de har fastholdt 50% af værdien af Arzerra, så skal vi temmeligt højt op i royalty som også bliver betegnet som tiered double digit royalties
21/10 2009 11:34 Sukkeralf 0
20748 Peaksales i de viste er vel for hele CLL markedet - og ikke hvad der kan høstes på den kommende godkendelse ? Ved du hvor stort markedet er i første omgang for denne patientgruppe ?
Mvh
Sukkeralf
Mvh
Sukkeralf
Jo de angivne tal er for hele indikationen CLL. Jeg har ikke tallene, men man kan godt regne sig frem til et markedet i refractory, som paradoksalt nok vokser hele tiden pga. rituxians fremmarch.
Men hvis du ser i det første abstract så er 229 mill USD (ikke de 266 jeg skrev sorry!) baseret på niche/refractory settings, så mon ikke det er et godt bud, selvom det lyder højt ift. peaksales på knap 500 mill. for peaksales både i 1st og second line. Men hvis rituxian samlet set giver en responserate er 55-60% giver det god mening. Måske kan prissætningen i refractory være lidt højere.
Men hvis du ser i det første abstract så er 229 mill USD (ikke de 266 jeg skrev sorry!) baseret på niche/refractory settings, så mon ikke det er et godt bud, selvom det lyder højt ift. peaksales på knap 500 mill. for peaksales både i 1st og second line. Men hvis rituxian samlet set giver en responserate er 55-60% giver det god mening. Måske kan prissætningen i refractory være lidt højere.
Jo de angivne tal er for hele indikationen CLL. Jeg har ikke tallene, men man kan godt regne sig frem til et markedet i refractory, som paradoksalt nok vokser hele tiden pga. rituxians fremmarch.
Men hvis du ser i det første abstract så er 229 mill USD (ikke de 266 jeg skrev sorry!) baseret på niche/refractory settings, så mon ikke det er et godt bud, selvom det lyder højt ift. peaksales på knap 500 mill. for peaksales både i 1st og second line. Men hvis rituxian samlet set giver en responserate er 55-60% giver det god mening. Måske kan prissætningen i refractory være lidt højere.
Men hvis du ser i det første abstract så er 229 mill USD (ikke de 266 jeg skrev sorry!) baseret på niche/refractory settings, så mon ikke det er et godt bud, selvom det lyder højt ift. peaksales på knap 500 mill. for peaksales både i 1st og second line. Men hvis rituxian samlet set giver en responserate er 55-60% giver det god mening. Måske kan prissætningen i refractory være lidt højere.
21/10 2009 14:37 RTH 020752 aka - mange tak for info - det ser jo unægteligt noget mere positivt ud end aktiekursen pt. indikerer 
har du evt. hele analysen fra det sidste analysehus, du har vedhæftet ovenfor? den lige under Arzerra forecast change?
På forhånd mange tak.
har du evt. hele analysen fra det sidste analysehus, du har vedhæftet ovenfor? den lige under Arzerra forecast change?På forhånd mange tak.
21/10 2009 16:38 fistandanti 020759 I artiklen fra Børsen d. 5 okt, blev der nævnt et estimeret årlig salg på 80 mio. dollars for den refraktære indikation som venter på godkendelse (Analytikere Rune Majlund Dahl)
Nu skal man ikke nødvendigvis lægge noget i det, men man kan jo spekulere. Hvorfor vil man forlade Genmab, ikke på grund af lønnen, og vil heller ikke på grund af manglende ambitioner.....
-Antibody Development Veteran to Oversee the Clinical Advancement of Symphogen`s
Novel Antibody Pipeline-
COPENHAGEN--(Business Wire)--
Symphogen A/S today announced that Jørgen Petersen, M.D., DMSc, has joined the
company`s executive management team as Chief Development Officer. Dr. Petersen
comes to Symphogen from Genmab A/S.
"As Symphogen is progressing its novel pipeline towards later stage clinical
programs we have significantly strengthened our executive leadership team with
the recruitment of Jørgen Petersen," said Kirsten Drejer, Ph.D., CEO of
Symphogen. "As co-founder of Genmab and an immunologist and rheumatologist,
Jørgen brings to Symphogen an exceptional scientific and medical background.
While at Genmab, Jørgen developed a deep expertise in executing successful
clinical and regulatory strategies having facilitated the advancement of
multiple product candidates spanning from preclinical development to BLA
submission."
Dr. Petersen joined Genmab A/S as Medical Director in 2002. He has since held
several positions of increasing responsibility to support the strategic
development of the company`s monoclonal antibody pipeline. Prior to joining
Genmab, Dr. Petersen was Head of Rheumatology, Rigshospitalet in Copenhagen. In
parallel with his clinical career, Dr. Petersen served as associate and full
Professor of Internal Medicine at the University of Copenhagen.
Dr. Petersen has significant international experience from his time as a
post-doctoral fellow of Molecular and Experimental Medicine at the Institute of
Scripps Clinic in La Jolla, California. Dr. Petersen has authored over 100 peer
reviewed publications and several book chapters within the fields of cellular
immunology, inflammation, rheumatology, hematology and immuno-pharmacology.
-Antibody Development Veteran to Oversee the Clinical Advancement of Symphogen`s
Novel Antibody Pipeline-
COPENHAGEN--(Business Wire)--
Symphogen A/S today announced that Jørgen Petersen, M.D., DMSc, has joined the
company`s executive management team as Chief Development Officer. Dr. Petersen
comes to Symphogen from Genmab A/S.
"As Symphogen is progressing its novel pipeline towards later stage clinical
programs we have significantly strengthened our executive leadership team with
the recruitment of Jørgen Petersen," said Kirsten Drejer, Ph.D., CEO of
Symphogen. "As co-founder of Genmab and an immunologist and rheumatologist,
Jørgen brings to Symphogen an exceptional scientific and medical background.
While at Genmab, Jørgen developed a deep expertise in executing successful
clinical and regulatory strategies having facilitated the advancement of
multiple product candidates spanning from preclinical development to BLA
submission."
Dr. Petersen joined Genmab A/S as Medical Director in 2002. He has since held
several positions of increasing responsibility to support the strategic
development of the company`s monoclonal antibody pipeline. Prior to joining
Genmab, Dr. Petersen was Head of Rheumatology, Rigshospitalet in Copenhagen. In
parallel with his clinical career, Dr. Petersen served as associate and full
Professor of Internal Medicine at the University of Copenhagen.
Dr. Petersen has significant international experience from his time as a
post-doctoral fellow of Molecular and Experimental Medicine at the Institute of
Scripps Clinic in La Jolla, California. Dr. Petersen has authored over 100 peer
reviewed publications and several book chapters within the fields of cellular
immunology, inflammation, rheumatology, hematology and immuno-pharmacology.
