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DANMARKS STØRSTE INVESTORSITE MED DEBAT, CHAT OG NYHEDER

Genmab & CLL


49572 collersteen 8/12 2011 12:55
Oversigt

Jeg faldt lige over dette link med en press release om ny rapport. Om man kan stole på det er så en anden sag. Jeg skal ærligt indrømme, at jeg ikke ved om det er en af de der dyre, men totalt ubrugelige rapporter som er ren copy-paste af div. nyheder og intetsigende selskabsinformationer. Det er der måske nogle af PI's branchefolk der ved?

600mio USD i arzerra-salg i CLL er vel også værd at vente på, mens man håber på at off-label og de andre indikationer bliver virkelighed?
Problemet er dog stadig den brændende pengekasse.... De må se at få den under bedre kontrol.

The chronic lymphocytic leukemia therapeutics market in G8 countries was valued at $437 million in 2010 and is expected to grow at a CAGR of 13.43% from 2015 to 2020. Campath accounted for the largest share; i.e. 42.32% of the chronic lymphocytic leukemia therapeutics market [ http://www.marketsandmarkets.com/Market-Reports/chronic-lymphocytic-leukemia-therapeutics-market-519.html ] in G8 countries in 2010. However, in 2020, the market is expected to be dominated by Arzerra drug and GA101/RG7159 molecule, with sales amounting to $603 million and $994 million respectively.

http://www.prnewswire.com/news-releases/marketsandmarkets-chronic-lymphocytic-leukemia-therapeutics-market-worth-22-billion-by-2020-135235908.html



10/12 2011 19:50 MadsSkjern 049683



GSK gør da noget ved sagen. Dobbelt-side annonce i ASH News Daily om Arzerra på side B18-19 den 10.dec
http://www.hematology.org/Meetings/Annual-Meeting/7392.aspx



12/12 2011 09:43 gentogen 049727



Hvis vi lige ser bort fra de finansielle muligheder, så er det lidt skræmmende perspektiver (sakset fra Collersteens link):

According to WHO, chronic lymphocytic leukemia is expected to be more prominent in the developed world due to genetic factors. Exposure to certain chemicals is the primary cause of all the types of chronic lymphocytic leukemia. Global incidence of chronic lymphocytic leukemia was 94,960 in 2008 in the developing countries. Total 123,379 new cases were recorded in 2010 with 199,472 and 282,683 as the predicted new cases for 2015 and 2020.



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