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OLIE OG GAS
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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
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26/7 11:19 af E L |
@Solsen medwatch corrected following your analysis ;-)
(link)
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26/7 09:32 af E L |
We also recently received positive CHMP opinion with an approval decision in Europe expected later this year"
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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.
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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."
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26/7 09:31 af E L |
AbbVie (ABBV) Q2 2024 Earnings Call Transcript (link)
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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)
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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 ;-)
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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)
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25/7 20:13 af Solsen |
(link) p43. Abbvie in 2023: collaboration revenue $28 mln and International $3 mln.
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25/7 20:02 af Solsen |
Genmab says in annual report 2023 that they recorded $61 mln revenue of Epkinley.
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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
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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 :-)
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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.
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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
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25/7 19:07 af E L |
either I am dyslexic or thiose journalists are.. i thought it was 36mn, not 63?
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25/7 19:02 af Solsen |
Epkinly $17/27/63 mln i hhv Q4/Q1/Q2 jf (link) - det tegner godt :-)
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25/7 18:10 af Raun |
@Pensionisten med 1% stigning i US. så får jeg kursen til 1930dkr
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25/7 18:00 af JKY_VH |
respekt:-)
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25/7 17:59 af bikube |
E L gav os nyheden kl. 13,45, men der gik 1-2 timer, før markedet var med.
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25/7 17:38 af ProInvestorNEWS |
Torsdagens aktier: Genmab skilte sig positivt ud i presset C25 (link)
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25/7 17:11 af Pensionisten |
ADS i usa stiger med 1% - svarende til den danske notering..
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25/7 16:35 af ProInvestorNEWS |
Genmabs kræfthåb viser fortsat solide vækstrater (link)
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25/7 16:24 af exitnu |
NBI spurter vist op ad :-)
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25/7 15:25 af ProInvestorNEWS |
Kort video: Sommerpanik på aktiemarkederne (link)
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25/7 13:49 af E L |
assuming this is still ~50% of total sales, total Q2 24 would come to ~72mn
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25/7 13:46 af E L |
Q1 2024 was 12 15 27
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25/7 13:45 af E L |
Epkinly Quarter Ended June 30, 2024
US
14
Intl
22
Total
36
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25/7 13:20 af E L |
Sanofi Sarclisa Q2 '24 €121mn (vs Q1 '24 €106mn). So that is $15mn growth vs $186mn for Darzalex from Q1 to Q2.
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25/7 09:45 af E L |
also, Ocrevus 3,359mn YTD, not growing much atm, but that may change again with SC dosing (link)
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25/7 09:42 af E L |
we'll see AbbVie with epco this afternoon...
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25/7 09:42 af E L |
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24/7 23:10 af Bulder |
Det her kan måske blive interessant. Blodbad i US, men ikke farma, som er klart i grønt, med førnævnte undtagelser. NBI holder sig lige flydende. Ser vi sektorrotation mod defensive farma? Og er Genmab efterhånden blevet at regne for farma?
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24/7 20:42 af Raun |
Det kunne være dejligt at få Genmab US igennem 28$ 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....
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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.
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24/7 16:56 af Darvin |
Forecast !!! Nu må den være der ;-)
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24/7 16:55 af Darvin |
Dobbelte af analytikernes foresats
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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 :-)
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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)
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24/7 16:07 af Bulder |
Global data estimerer 4 mia (link)
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24/7 16:05 af Bulder |
Mener at kilden var jnj selv, men kan ikke lige huske hvor og hvornår.
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24/7 16:04 af Bulder |
5 mia i mine notater.
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24/7 16:00 af Sukkeralf |
Og hvad med Rybrevant Bulder?
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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.
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24/7 15:39 af exitnu |
Rotation ud af IT/AI over mod Pharma og Biotek (Mid Cap) ...
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24/7 15:38 af Sukkeralf |
Flot estimeret salg for tecvayli - og lidt ærgerligt at Epkinly ikke nævnes. Kunne ligeledes være rart at se et estimat for Rybrevant.
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24/7 15:14 af Solsen |
(link) Genmab i godt selskab
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24/7 15:11 af E L |
i think the main focus will be on the integration of Profound Bio and the effect of that on earnings/costs. We'll also see how much they really paid when we see the cash on the balance sheet, which willl now include Profound cash. They had just closed a $112mn funding round, not sure if they had any debt
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24/7 14:32 af Pensionisten |
Nu får vi jo indenfor de kommende par uger regnskaber for såvel Genmab som Novo.F.s.v. angår Novo, kan jeg godt fornemme, at der er nogle positive triggere - men det kniber meget for mig at se det samme ved Genmab. Kan I se det anderledes?
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24/7 09:12 af Darvin |
God morgen :-) helt enig Solsen og Hugininvest. Vi skal videre op :-D
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