Genmab

	1/10 07:15 af Helge Larsen/PI-redaktør	God morgen. :-)
	1/10 03:35 af StockBull	(link) impel brud gennem modstandslinien som indikere bullish stigning kommende 6 dage op mod 2992. Kvaliteten af signalet får 8 ud af 10 mulige. Kilde: (link)
	30/9 19:31 af DevOp	Hemlibra ser ud til at blive indsprøjtet subcutant 1 gang om ugen de første 4 uger, derefter afpasset efter behov - ud fra deres website takinghemlibra.com ser det ud til at være med kanyle, mens der lægges op til muligheden for pen device med mim8 pga den stærkt begrænsede mægde, der er behov for ((link) Det kunne godt have en betydning, hvis hemlibra ikke kan gives med pen...
	30/9 19:20 af nohope	Nemmerlig.
	30/9 18:47 af MarsFars	Så er der kun prisen at konkurrere på......
	30/9 18:35 af nohope	Hvis Hemlibra gør jobbet, hvorfor skulle det så være interessant med et stof der 100x så potent ? De kan jo også betyde bivirkninger x100
	30/9 18:21 af Bulder	Hvad mener han med “på papiret bedre”, men åbenbart ikke i virkelighedens verden?
	30/9 18:19 af Bulder	Men det havde været rart, at kunne se argumenterne.
	30/9 18:18 af Bulder	Måske siger han det bare, fordi det skal han jo sige.
	30/9 18:03 af GeorgeBest	Strange comment from Roche. Jan told us several times that Mim8 is 100 times more potent than Hemlibra!
	30/9 16:55 af E L	maybe in the Novo page someone has seen it
	30/9 16:40 af Bulder	Here in Danish, that someone might have acces to (link)
	30/9 16:24 af E L	no , surely someone else can?
	30/9 15:47 af Bulder	can you read the rest?
	30/9 15:40 af E L	Roche dismisses Novo Nordisk as potential threat on lucrative hemophilia market (link)
	30/9 15:28 af Helge Larsen/PI-redaktør	Ugekommentar #12 Uro på aktiemarkedet - Hvad sker der? (link)
	30/9 12:59 af Bulder	Så er det i morgen kl 14 da ti (så vidt jeg kan regne ud) at der er SITC Regular abstract titles (link)
	30/9 12:33 af Bulder	Det er gået stærkt ned ad bakke for c25 igen i dag. Men Genmab ligger faktisk nr 1 på hitlisten.
	30/9 11:34 af E L	yes, that is why is said earlier, peak annual sales are a bit lol, i don't get. They either have not yet incorporated EU sales at all, or they made a mistake in their write up.
	30/9 11:25 af Bulder	In your quote 9:49 it says $3,5 bn globally.
	30/9 11:21 af E L	i am not complaining ;-) . but it clearly say peak U.S. annual net sales of >$3B. which seems realistic given that they intend to make >$1.55 Bn already in '21 in the US only
	30/9 11:11 af Bulder	And we are talking about an antibody that was long forgotten a few years ago.
	30/9 11:07 af Bulder	But not bad. Means 1,3 bn DKK in royalty (6%).
	30/9 10:51 af Bulder	Then if annual global net sales exceeds $3,5, it means that the 3 bn is for both US and Europe.

	30/9 10:37 af Bulder	But they say: Outside of the U.S. and Europe, we see a peak annual net sales opportunity of greater than $500 million.
	30/9 10:09 af E L	i have the same question, it is unclear to me, does not make sense
	30/9 10:07 af Bulder	So greater than 500 mio is outside us AND Europe?
	30/9 09:55 af Bulder	10 ESMO highlights. NB pkt 4 (link)
	30/9 09:51 af E L	The addressable incidence and prevalence rates for TED are comparable in many countries outside the U.S., including Japan, one of several countries where we are targeting global expansion for TEPEZZA. Outside of the U.S. and Europe, we see a peak annual net sales opportunity of greater than $500 million.
	30/9 09:51 af E L	We estimate that the prevalence of this population, which is those patients who have had the chronic disease for three to eight years, to be approximately 70,000 patients. Less than one percent of the chronic patient population has been treated with TEPEZZA today, which leaves considerable room for additional growth.
	30/9 09:50 af E L	These patients typically experience less inflammatory conditions characteristic of acute TED, but have other painful symptoms that can persist, including proptosis, or eyebulging, and diplopia, or double vision.
	30/9 09:50 af E L	, the growth opportunity for TEPEZZA is significant. Our primary focus has been patients with moderate-to severe acute TED, given that this phase lasts on average for two years post-diagnosis. There are approximately 15,000 to 20,000 new patients that enter the market each year and can be treated with TEPEZZA. If left untreated, acute TED transitions into the chronic phase.
	30/9 09:50 af E L	o first, the dramatic efficacy of TEPEZZA; o second, because TED is a painful, vision-threatening disease with debilitating and disfiguring symptoms, patients are highly motivated to seek therapy; and o third, we are significantly investing to drive awareness of TED and TEPEZZA among physicians, patients and advocacy groups – including our highly effective direct-to-consumer television campaigns.
	30/9 09:49 af E L	TEPEZZA is our biologic medicine to threat thyroid eye disease, or TED, and is another example of our strong commercial execution. We delivered one of the most successful rare disease medicine launches ever, despite launching during the pandemic last year. Three factors are driving the strong growth of TEPEZZA as we progress towards our goal to exceed $3.5 billion in peak annual global net sales:
	30/9 09:49 af E L	ok, i'll copy a few of those Horizon remarks:
	30/9 09:45 af StockBull	Tror vi ligger over 80 nu hvis du regner på Jans guiding. om 80 er billigt eller dyrt kommer jo an på potentialet i pipelinen, patentudløb, peaksale m.m og så er det jo bare at forsøge at estimere 5-10 år frem - det er sådanset hvad jeg selv har forsøgt. Ligger sådanset ca. på linie med JPM, Jefferies og GS m.h.t kurstargets - ved ikke lige hvordan MS værdisætter men noget tyder på de har lavere PE
	30/9 09:15 af StockBull	Hold da op hvor heldigt - satte lidt til salg igår til 2800 og de røg i åbningen. Genkøbt i 2767 :-)
	30/9 09:06 af Darvin	Blot en .... ;-)
	30/9 09:06 af Darvin	Jep LLI ikke blot en generel kommentar
	30/9 09:05 af E L	Horizon added 'R&D Day Remarks' on the link i gave earlier, direct (link) maybe that has more
	30/9 08:59 af E L	I did not listen to the Horizon call, but estimate of TEPEZZA peak U.S. annual net sales of >$3B and TEPEZZA ex-U.S. estimate of >$500M peak annual on p14/15 are a bit odd i think, not sure why they consider Europe such a small market then vs US? Many slides on Tepezza , main thing i took away was to expect data for the Chronic Thyroid Eye trial in 2H 2022. Was hoping for a date for start EU penetration.
	30/9 08:58 af E L	@Sukkeralf In the short call JNJ mentioned Rybrevant, Darzalex, Teclistamab and Talquetamab. Mainly on Rybrevant they mentioned their strong commercial strength and expertise in launching these antibodies, pointed again at the combination data with lazertinib, think that it has not yet received enough attention, more on it on the Pharmaceutical Business Review in November 17/18 and mentioned we will see more data on the combo data.
	30/9 08:55 af Bulder	Flere interessante ting i septembernummeret af myelomatosebladet (link)
	30/9 08:24 af Darvin	Jeg er enig med E L i at PE ikke er videre interessant for en aktie som Genmab. Mht om det er “ early stage biotech”, ville jeg sige overvejende ja, men ikke rent. Men Biotech er det! Naturligvis er de på vej mod medico, men er måske 20%medico og 80% Biotech. MEN de er først nu Ved at etablere salgsorg. PE for 21, 22 og 23 er irrelevante. Man skal kigge mindst 3 år frem og regne på den derefter og frem. Og PE nu skulle da gerne ligge skyhøjt over feks NOVO, der ligger over de 30 afh af dagskurs
	30/9 07:46 af Sukkeralf	E L anything good in Horizon or JNJ transcripts ?
	30/9 07:41 af bibob	God morgen :-)
	30/9 07:12 af transalp	Go morgen.. :)
	30/9 06:20 af Helge Larsen/PI-redaktør	God morgen. :-)
	29/9 19:40 af peter12	Spændende artikel om CD3XB7H4 (link) .Det ser ikke ud ti der er andre bsab med B7H4 i klinikken (link)
	29/9 17:47 af E L	Presentation for the Horizon Virtual R&D Day which is going on right now via (link)