Genmab

	6/5 17:02 af Bulder	Ja ja. dårlig lukkeauktion, men trods alt ny lukkerekord. :-)
	6/5 16:51 af kkjoel	Ups.. samarbejde med et antistof.. don't go there, Jan!
	6/5 16:51 af kkjoel	..samarbejde med et ledende medicinalfirmas førende..
	6/5 16:49 af kkjoel	GEN skal da bare sige, at de undersøger muligheden for at indgå et frugtbart samarbejde med et førende nano-virusantistof, der kan kombineres med deres bispecifikke monoblokeringshæmmere.. så skal du se kurseksplosion ;-)
	6/5 16:45 af kkjoel	Ojjjjj.. cool implementeret :-)
	6/5 16:29 af Sukkeralf	Darzalex nummer 41 på top 200 sælgende drugs i 2019 - i 2020 skulle vi gerne små 15-20 pladser frem på listen :-)
	6/5 16:29 af Sukkeralf	(link)
	6/5 16:03 af Sukkeralf	Hvem ved om Genmab ikke ligeledes skulle hoppe med på Covid-19 bølgen - mon ikke der er nogle som er interesserede i deres platforme til dette.
	6/5 15:39 af Solsen	Horizon expect +$1bn in peaksales
	6/5 15:15 af Sukkeralf	Den årlige PI skovtur har vel et budget deromkring :-)
	6/5 15:14 af Henrikhot	Tja 65 millioner $ om året kan vel godt betale for et og andet. Det er jo direkte på bundlinien
	6/5 15:04 af E L	Horizon already increased their own peak U.S. annual net sales expectation to > $1bn earlier this year
	6/5 14:57 af GeorgeBest	Revenues outside US?
	6/5 14:55 af Henrikhot	Analysts forecast that US revenues for the therapy could reach up to $700 million at peak ca 46M$ at 6,5%
	6/5 14:45 af GeorgeBest	In Europe we are now opening up again. That includes hospitals and doctors. Therefore it should also mean opening up in Genmab related matters
	6/5 14:44 af Solsen	Not much value now to Genmab besides they have created something that make a great difference to patients :-) But they expect norths of $1bn sales in future.
	6/5 14:39 af Solsen	We actually dont know. But 5-7% is a guess.
	6/5 14:33 af GeorgeBest	I have seen analysts calculate with 6.5%
	6/5 14:29 af Henrikhot	Genmab will receive mid-single digit royalties on sales of TEPEZZA. 5% af 200M$=10M$ vel også en slags penge :-)
	6/5 13:49 af E L	it is a good selling point now, the question is indeed how difficult it is to get that to doctors and patients
	6/5 13:48 af E L	"Now more than ever, bringing a B-cell therapy that's highly efficacious and administered at home is highly attractive."
	6/5 13:47 af E L	Lastly, on ofatumumab, that's clearly the focus, bringing a highly efficacious B-cell therapy, which is safe, which can be administered at home. And particularly now in a post-COVID period, this is going to be absolutely paramount for the market and for patients. So we're very excited about this prospect. And clearly, we're focusing for a big launch in this area.
	6/5 13:47 af E L	yes. maybe it is worthwhile reposting a comment from Novartis Q1
	6/5 13:36 af Sukkeralf	to do some good work

	6/5 13:36 af Sukkeralf	For Ofa its a bit different because you need to compete with Roche/Genentechs Ocrevus - so here you maybe need the salesreps to some good work
	6/5 13:34 af Sukkeralf	Dont think dara sc will require that much from the salesrep because this isjust a easier formulation to use - the price is the same - and there are more or less no competition right now.
	6/5 13:31 af Sukkeralf	Thats great :-)
	6/5 13:31 af E L	pays for Jan's bonus :-D
	6/5 13:30 af GeorgeBest	That could be around 15 million USD in Teppezza royalties this year
	6/5 13:30 af E L	the link shows some of the factors Horizon think contributed to the strong launch, have a look
	6/5 13:28 af GeorgeBest	Thanks E L - great news :-)
	6/5 13:28 af E L	no we don't know, . What I am saying is that A launch CAN be successful , giving Tepezza as example
	6/5 13:24 af troldmanden	NOVO just today mentioned that thier new launch is impacted a lot due to the situation that thier sales employees can not visit
	6/5 13:22 af troldmanden	EL we dont know yet if dara SC and ofa will be succesful launch :-)
	6/5 13:16 af E L	Announcing the Addition of Two New TEPEZZA Pipeline Programs: New TEPEZZA Trial in Fibrotic TED , New Potential TEPEZZA Subcutaneous Administration Program, TEPEZZA dcSSc Exploratory Trial ..... (link)
	6/5 13:14 af E L	also interesting for Dara SC and Ofa to see that a launch can still be successful even now
	6/5 13:13 af E L	that is an amazing launch
	6/5 13:12 af E L	Horizon Therapeutics TEPEZZA (teprotumumab-trbw) First-Quarter 2020 Net Sales of $23.5 Million Driven by Strong Demand and Launch Execution, Significantly Exceeding Expectations; Increasing Full-Year 2020 Guidance to Greater Than $200 Million from $30 Million to $40 Million
	6/5 12:37 af E L	The combination of venetoclax, daratumumab and dexamethasone for the treatment of refractory primary plasma cell leukemia (link)
	6/5 11:59 af Sukkeralf	I hope we will not see a number of Corona excuses but hard to believe that they are not impacted at all
	6/5 11:55 af Sukkeralf	What about the CD3/5T4 BsAb IND - that should come in H1
	6/5 11:46 af E L	we'll know soon anyway ;-)
	6/5 11:46 af E L	all i can say is that i hope that you are right
	6/5 11:39 af Sukkeralf	E L - but based on Jans positivity towards a epcoritamab deal they must have been close to signing so I would not buy a longer delay
	6/5 11:24 af E L	will biotech keep outperforming if/when covid disappears...? bio had been underperforming for a while..
	6/5 11:22 af E L	but then the rest of the market would be higher as well
	6/5 11:22 af E L	agree that bio might not have outperformed as much without covid though
	6/5 11:21 af E L	sgen had some succes. we were trading here before the outbreak and had a good news-quarter; think we would be trading higher
	6/5 11:10 af Bulder	look at sgen
	6/5 11:10 af Bulder	Lower. Covid has made people shift to medico/biotec.