Genmab

	21/5 20:09 af GeorgeBest	Now we have to call it Rybrevant. Have just got used Amivantamab!
	21/5 20:07 af GeorgeBest	:-D
	21/5 20:05 af E L	WTF!!! woohoo!
	21/5 20:01 af Sukkeralf	(link)
	21/5 18:52 af Helge Larsen/PI-redaktør	BTK: Så kom endnu et købssignal i US biotech, men holder det? (link)
	21/5 17:53 af Helge Larsen/PI-redaktør	Fredagens aktier: Rekorder på stribe i det danske eliteindeks (link)
	21/5 17:30 af kkjoel	@Bulder - Ka være de ha r lavet oprydning i kundemailadr/lister?! Jeg har osse indtil for nylig fået alle mails (tilmeldte mig for et par år siden).. men i dag kom den ikke. Så har været inde at tilmelde mig igen.
	21/5 17:11 af Bulder	tak
	21/5 17:06 af Bulder	Har us åbent på mandag?
	21/5 17:03 af Bulder	1/3 af dagens stigning og 1/3 af dagens omsætning i lukkeauktionen.
	21/5 17:00 af Bulder	Nydeligt luk
	21/5 16:46 af Bulder	If they could have ½ the market, it would add 3 bn to dara sales in 2025.
	21/5 16:20 af E L	So @Bulder , I think the % market share for Dara, off that 6.7bn will be considerably higher then the % market share for MM
	21/5 16:19 af E L	indeed, considerably more chickens but even MORE eggs, I think this area will surprise positively
	21/5 16:18 af JørgenVarnæs	Indeed
	21/5 16:18 af E L	Also; as there is a lack of treatment, i think Dara will immediately go to very high % of first line treatment
	21/5 16:17 af JørgenVarnæs	So - it seems like, we will have considerably more chickens than eggs…
	21/5 16:17 af E L	that is why i had thought that the % would probably be higher
	21/5 16:16 af E L	yes, and also because the symptoms aren't very obvious
	21/5 16:16 af JørgenVarnæs	Wasn’t the issue with Amy that because of the lack of treatment very few patients were diagnosed?
	21/5 16:15 af E L	the number of chickens are important to estimate the number of eggs. ;-)
	21/5 16:14 af E L	so that is 12.5%
	21/5 16:13 af E L	in the annual report , for the US, it was 32.270 people diagnosed MM, 4000 approximate in amyloid.
	21/5 16:13 af JørgenVarnæs	counting chickens, are we?

	21/5 16:11 af Bulder	That is 2025-numbers
	21/5 16:10 af E L	that is much closer in %
	21/5 16:08 af Bulder	In my notes I have MM 27,8 bn $ and Amy 6,7 bn $.
	21/5 16:07 af E L	that is not 10%...
	21/5 16:07 af E L	'Approximately 18,114 new patients were diagnosed with multiple myeloma and approximately 11,063 people died from the disease in the Western Europe in 2020.'
	21/5 16:07 af E L	So, lets assume easily >5.000 for whole western europe
	21/5 16:06 af E L	the press release reads 'It is estimated that in 2019 there were 4,388 diagnosed incident cases of AL amyloidosis in the five major European markets.2'
	21/5 16:06 af E L	Did we not assume roughly 10% market size for amyloidosis vs MM?
	21/5 16:04 af Bulder	Tak JV. Jeg har ledt og ledt efter det.
	21/5 16:00 af JørgenVarnæs	Fattigrøve kan begynde her - (link)
	21/5 15:57 af Bulder	Det lyder sandsynligt :-) Mails er ikke for fattigrøve
	21/5 15:57 af E L	you did ask Jan some very difficult questions in the Q&A Bulder ; was that when the emails stopped ? ;-)
	21/5 15:55 af Bulder	Hvor har I meldt jer til? Jeg fik dem også førhen. Men pludselig holdt det op.
	21/5 15:54 af E L	15:23 for me, but it had to travel further all the way to NL!
	21/5 15:50 af Bulder	In the "old" days you could have these messages in your mail-box. What happenned to that arrangement?
	21/5 15:50 af Helge Larsen/PI-redaktør	(link)
	21/5 15:10 af E L	here is your release @Bulder . I was told they made it specially for you. ;) (link)
	21/5 15:03 af Bulder	Nederst i denne artikel står at recist-kriterier ikke kan bruges til lymfomer (link)
	21/5 14:51 af peter12	Bulder jeg tror CR er et RECIST kriterie og CMR et PET-CT men ellers ved jeg ikke ;-)
	21/5 14:26 af lahn1	Tak Bulder
	21/5 14:17 af E L	Amyloidosis application was early november, pretty fast
	21/5 14:17 af Bulder	Sometimes Genmab sends out messages, when CHMP recommends positive.
	21/5 14:14 af Bulder	So in a couple of weeks the EU comission will take the final, formal descision.
	21/5 14:11 af E L	On 20 May 2021, the Committee for Medicinal Products for Human Use (CHMP) adopted two positive opinions recommending changes to the terms of the marketing authorisation for the medicinal product Darzalex (link)
	21/5 13:33 af Bulder	Vi har gennem tiden adskillige gange set dara på dagsordenen, men hvor der ikke er besluttet noget. Blot at sagsbehandlingen går videre.
	21/5 13:31 af Bulder	Men hvis sagen HAR været i PRAC, så kan det ske når som helst. De udsender hver fredag en meddelelse om hvilke stoffer, der er blevet godkendt/afvist.