Genmab

	26/7 12:48 af E L	Scope: “ Extension of indication to include amivantamab in combination with carboplatin and pemetrexed for the treatment of adult patients with advanced non-small cell lung cancer (NSCLC) with epidermal growth factor receptor (EGFR) Exon 19 deletions or Exon 21 L858R substitution mutations after failure of prior therapy including a third-generation EGFR tyrosine kinase inhibitor (TKI) for RYBREVANT
	26/7 12:48 af E L	EMA Recommends extensions of therapeutic indication for Rybrevant (MARIPOSA 2)
	26/7 12:43 af JKY_VH	Jep fra MW "(Korrektion: Tidligere opgjorte salgstal for andet kvartal på 63 mio. dollar var for første halvår) Genmab kan se salget af kræftbehandlingen Epkinly gå yderligere frem i andet kvartal. I andet kvartal nåede salget af Epkinly 36 mio. dollar, viser regnskabet fra den amerikanske medicinalkoncern Abbvie. Dermed fortsætter fremgangen efter at salget i første kvartal nåede 27 mio. dollar og 17 mio. dollar i fjerde kvartal."
	26/7 12:15 af E L	correct
	26/7 11:55 af gentogen	I øvrigt antager jeg, at de 63 blot er halvårssummen af kvartalerne med 27 og de 36
	26/7 11:53 af gentogen	Det er vel fortsat forkert at hævde, at tallene er salgstal (?). Abbvie oplyser ikke salgstallene, men kun deres eget revenue
	26/7 11:19 af E L	@Solsen medwatch corrected following your analysis ;-) (link)
	26/7 09:32 af E L	We also recently received positive CHMP opinion with an approval decision in Europe expected later this year"
	26/7 09:32 af E L	" In the area of hematologic oncology, we received accelerated approval in the U.S. for Epkinly as a monotherapy treatment for patients with relapsed/refractory follicular lymphoma after two or more lines of prior therapy. Epkinly is now the only T-cell-engaging bispecific approved in the U.S. to treat both follicular lymphoma and diffuse large B-cell lymphoma. We're extremely excited to bring this new subcutaneous treatment option to patients suffering from follicular lymphoma.
	26/7 09:31 af E L	" we continue to be pleased with the prescription trends for Epkinly in DLBCL. Commercialization is now underway for Epkinly's second indication, follicular lymphoma, in the U.S. with European approval expected later this year."
	26/7 09:31 af E L	AbbVie (ABBV) Q2 2024 Earnings Call Transcript (link)
	26/7 09:08 af E L	you have to start dialing a Danish phone number now if you want Trial Information on PRO1184 ;-) (link)
	25/7 20:46 af Solsen	(link) p7. If we take 3 month “revenue” data 14+22=36 then I belive real Epkinly revenue could be 31+32=63 (US+RW=Total) and the souce could right. My estimate is 45% of US revenue as collaboration revenu and Japan 8 mln out of the 22 mln recorded by Abbvie. If its true Genmab should record $38-40 mln in Q2 as Epkinly revenue. But hope we somewhere will get the revenue figures more easy ;-)
	25/7 20:16 af Solsen	Revenue outside US and Japan in 2023: $3 mln. Revenue US and Japan $61 mln. Total 2023 for Epkinly: $64 mln (perhaps)
	25/7 20:13 af Solsen	(link) p43. Abbvie in 2023: collaboration revenue $28 mln and International $3 mln.
	25/7 20:02 af Solsen	Genmab says in annual report 2023 that they recorded $61 mln revenue of Epkinley.
	25/7 19:55 af E L	That is corect. it was easy up to now; it was 50/50 as sales were practically all US. But with more sales in Europe it will not end up being AbbVie sales *2 anymore at some point
	25/7 19:45 af Solsen	De $63 mln kan være 6 mdr jf Abbvies regnskab så tallene kan være $17/23/36 for de sidste 3 kvartaler. Genmab omtaler at de indregner US og Japan (record) og modtager 22-26% royalty for rw. Men der er noget der ikke passer her :-)
	25/7 19:27 af Solsen	Iam not sure how they account the revenue. Genmab take 50% in US and Japan all other goes til Abbvie is my belive. But absolutely not sure.
	25/7 19:08 af E L	and i don't think they realise that this is the abbvie part, so total sales are approx double
	25/7 19:07 af E L	either I am dyslexic or thiose journalists are.. i thought it was 36mn, not 63?
	25/7 19:02 af Solsen	Epkinly $17/27/63 mln i hhv Q4/Q1/Q2 jf (link) - det tegner godt :-)
	25/7 18:10 af Raun	@Pensionisten med 1% stigning i US. så får jeg kursen til 1930dkr
	25/7 18:00 af JKY_VH	respekt:-)

	25/7 17:59 af bikube	E L gav os nyheden kl. 13,45, men der gik 1-2 timer, før markedet var med.
	25/7 17:38 af ProInvestorNEWS	Torsdagens aktier: Genmab skilte sig positivt ud i presset C25 (link)
	25/7 17:11 af Pensionisten	ADS i usa stiger med 1% - svarende til den danske notering..
	25/7 16:35 af ProInvestorNEWS	Genmabs kræfthåb viser fortsat solide vækstrater (link)
	25/7 16:24 af exitnu	NBI spurter vist op ad :-)
	25/7 15:25 af ProInvestorNEWS	Kort video: Sommerpanik på aktiemarkederne (link)
	25/7 13:49 af E L	assuming this is still ~50% of total sales, total Q2 24 would come to ~72mn
	25/7 13:46 af E L	Q1 2024 was 12 15 27
	25/7 13:45 af E L	Epkinly Quarter Ended June 30, 2024 US 14 Intl 22 Total 36
	25/7 13:20 af E L	Sanofi Sarclisa Q2 '24 €121mn (vs Q1 '24 €106mn). So that is $15mn growth vs $186mn for Darzalex from Q1 to Q2.
	25/7 09:45 af E L	also, Ocrevus 3,359mn YTD, not growing much atm, but that may change again with SC dosing (link)
	25/7 09:42 af E L	we'll see AbbVie with epco this afternoon...
	25/7 09:42 af E L	Roche YTD June 2024 Lunsumio CHF37mn Columvi CHF 67mn (Q1 '24 Lunsumio CHF16mn Columvi CHF 25mn) (link) (link)
	24/7 23:10 af Bulder	Det her kan måske blive interessant. Blodbad i US, men ikke farma, som er klart i grønt, med førnævnte undtagelser. NBI holder sig lige flydende. Ser vi sektorrotation mod defensive farma? Og er Genmab efterhånden blevet at regne for farma?
	24/7 20:42 af Raun	Det kunne være dejligt at få Genmab US igennem 28$ i aften.... De seneste børsdage har været en kamp i dette niveau, og det er min opfattelse at Genmab kursen er styret mest af US i tiden....
	24/7 19:52 af Bulder	Us er da godt nok rødt i aften. Men det er ikke farma og biotek der bliver ramt. Bortset fra NVO og LLY.
	24/7 16:56 af Darvin	Forecast !!! Nu må den være der ;-)
	24/7 16:55 af Darvin	Dobbelte af analytikernes foresats
	24/7 16:55 af Darvin	Og iøvrigt at kombien Rybrevant og Lazertinib ender podet dobbelte afanalytiketnes forefandt og vil blive mere end de 5 mia :-)
	24/7 16:49 af Darvin	Jnj sagde her i foråret at de så estimaterne for Tecvayli 25% højere end Wall Street generelt. Og at de så det dobbelte af WS for Talvey. Jnj estimerede begge til 5 mia foreløbig. Kan bl.a ses her (link)
	24/7 16:07 af Bulder	Global data estimerer 4 mia (link)
	24/7 16:05 af Bulder	Mener at kilden var jnj selv, men kan ikke lige huske hvor og hvornår.
	24/7 16:04 af Bulder	5 mia i mine notater.
	24/7 16:00 af Sukkeralf	Og hvad med Rybrevant Bulder?
	24/7 15:57 af Bulder	Jeg ved ikke hvor GlobalData Healthcare har tallene fra. Jeg har noteret at jnj estimerer tecvayli til 6,6 mia $ og talvey til 4 mia$ i 2030.
	24/7 15:39 af exitnu	Rotation ud af IT/AI over mod Pharma og Biotek (Mid Cap) ...