Genmab

	28/4 16:17 af Bulder	The new guy from Vejle is primary author on the firste epco-abs. Will be interesting how new dara are.
	28/4 16:13 af E L	1 Tiso - Tisotumab vedotin versus investigator’s choice chemotherapy in second- or third-line recurrent or metastatic cervical cancer (innovaTV 301/ENGOT‑cx12/GOG 3057, trial in progress).
	28/4 16:12 af E L	makes sense
	28/4 16:11 af Bulder	I assume that only the first epco abs will contain data. The second one looks more like a presenting abs.
	28/4 16:10 af E L	Updated phase 1 results of teclistamab, a B-cell maturation antigen (BCMA) × CD3 bispecific antibody, in relapsed/refractory multiple myeloma (MM).
	28/4 16:10 af E L	Updated results of a phase 1, first-in-human study of talquetamab, a G protein-coupled receptor family C group 5 member D (GPRC5D) × CD3 bispecific antibody, in relapsed/refractory multiple myeloma (MM).
	28/4 16:10 af E L	Teclistamab and talquetamab modulate levels of soluble B-cell maturation antigen in patients with relapsed and/or refractory multiple myeloma.
	28/4 16:10 af E L	or could be, depends on data offcourse
	28/4 16:09 af E L	i think those 2 will be the 2 most important ones?
	28/4 16:08 af Bulder	It seems there are 2 epco abs (link)
	28/4 16:08 af E L	2 for epcoritamab - Subcutaneous epcoritamab in patients with relapsed/refractory B-cell non-Hodgkin lymphoma: Safety profile and antitumor activity. and - Phase 3 trial (GCT3013-05) of epcoritamab versus standard of care in patients with relapsed or refractory diffuse large B-cell lymphoma (DLBCL).
	28/4 16:05 af E L	just had another link, but maybe this is best, via (link) , ticked the year for 2021
	28/4 16:04 af Bulder	Look at the share. It's E L again
	28/4 16:04 af Rondo	Keep Going [email protected]....!!!
	28/4 16:01 af GeorgeBest	:-D
	28/4 16:01 af GeorgeBest	No not at all, very happy with the service you provide to Genmab investors here on PI D-)
	28/4 16:01 af Bulder	Where do you find it. I've found lots of interesting things, but all from 2020
	28/4 15:59 af E L	you are really telling me in kind words that I should get a life, right ? :-D
	28/4 15:56 af GeorgeBest	As always E L find the news BEFORE they are published;-)
	28/4 15:53 af E L	Amivantamab in combination with lazertinib for the treatment of osimertinib-relapsed, chemotherapy-naïve EGFR mutant (EGFRm) non-small cell lung cancer (NSCLC) and potential biomarkers for response. -abstract 9006
	28/4 15:52 af E L	something is out, but site keeps crashing lol, only 1 I found so far;
	28/4 15:41 af Bulder	fåk, jeg er forud for min tid
	28/4 15:24 af GeorgeBest	Jeps, ET er 6 timer efter CET. Du får snart en ny chance Bulder;-)
	28/4 15:19 af Bulder	Jeg opgiver. Hver eneste søgning giver resultater fra 2019 eller 2020. Håber andre har bedre held.

	28/4 13:57 af Bulder	Asco abstract titles i eftermiddag. 10.00 am ET må være kl. 15 da ti.
	28/4 13:25 af E L	Genmab wins our CEO performance ranking: Rescue plan turned into a success (link)
	28/4 12:58 af gentogen	Thanks EL.
	28/4 12:47 af JørgenVarnæs	That I cannot - don’t know where to find it
	28/4 12:39 af nohope	What a waste - How about teaching her the lawnmover instead ?
	28/4 12:37 af JørgenVarnæs	Learn/teach.
	28/4 12:19 af JørgenVarnæs	Sorry. Had to step out to learn the missus to handle the motorbike. Your calcs defininately sound right. Thanks for that!
	28/4 11:55 af E L	@ 09.42 it could be a 'long' tail, but given that 70% is already paid, it will not be a 'large' tail
	28/4 09:51 af E L	in real numbers, lets say Q2 will grow to for example 75M. Then H1 ends up at 125M. To make their % correct we would need 230M in H2 to get to 65%. So that would total full year sales at 355M. So i think we can use something like that for now as 2021 estimate
	28/4 09:48 af E L	almost; in my example H2 also went up versus expectation, just not as much as H1
	28/4 09:47 af JørgenVarnæs	Makes sense in a very arse-backwards-we-insist-on-not-making-sense sort of way...
	28/4 09:46 af JørgenVarnæs	So, basically what they are saying is H1 paid sales have surprised us, but we leave guidance for H2 paid sales unchanged - that is why this “percentage sales” will decrease...?
	28/4 09:44 af E L	Sanofi: First-quarter Sarclisa® sales were €34 million driven by additional country launches. First-quarter sales in the U.S. and in Europe were €12 million and €13 million, respectively. In Rest of the World sales (€9 million) were driven by a strong performance in Japan.
	28/4 09:43 af E L	Now they think H1 50M sales and H2 90M ; H2 would be 64% of sales.
	28/4 09:42 af E L	on the %, numbers just for easy illustration- imagine they first thought H1 25M sales and H2 75M ; H2 would be 75% of sales.
	28/4 09:42 af JørgenVarnæs	It certainly sounds like there is a long tail of “free sales” in those numbers
	28/4 09:40 af E L	it depends on when they stop offering it i guess; it was approved Q3 last year, a 12 month program, so Q3 this year first will fall of. But those that got into the program in Q1 may have until Q1 next year?
	28/4 09:35 af JørgenVarnæs	Do you know when the “bridging program” ends? Sounds like Q3
	28/4 09:32 af JørgenVarnæs	It only makes sense to me if Novartis have confused those numbers - and percentage sales goes from 65% to 75%.
	28/4 09:17 af E L	so i imagine there will be providers or even MD's that will not get paid their % of the revenue if it is for free, so they have an incentive help NVS...
	28/4 09:16 af E L	don't forget there is a whole eco system around selling drugs that also does not benefit if sales are free...
	28/4 09:15 af E L	lol, don't think it works like that ;) they must have been able to divert more patients to programs that don't benefit from the free sales
	28/4 09:08 af JørgenVarnæs	...ok - for some odd reason, patients prefer to pay for the drug rather than to get it for free
	28/4 09:02 af E L	hmmm, i think i wrote this almost as cryptic as novartis lol
	28/4 09:01 af E L	i think it refers to the split in revenue between H1 and H2; as they thought H1 to mainly free, they thought H2 would have a higher % of total sales; now that H1 will also start to kick in with paid, H1 % of total will go up?
	28/4 08:59 af JørgenVarnæs	I suppose the “percentage sales” is the ratio of “paid” sales versus “free” sales