#한올바이오파마 #이뮤노반트
이뮤노반트, IMVT-1402 조성/사용방법/제조방법 특허 11,926,669 획득
특허는 2043년 6월까지
https://www.immunovant.com/investors/news-events/press-releases/detail/61/immunovant-awarded-u-s-patent-for-imvt-1402
이뮤노반트, IMVT-1402 조성/사용방법/제조방법 특허 11,926,669 획득
특허는 2043년 6월까지
https://www.immunovant.com/investors/news-events/press-releases/detail/61/immunovant-awarded-u-s-patent-for-imvt-1402
Immunovant, Inc.
Immunovant Awarded U.S. Patent for IMVT-1402
Composition of matter patent issued with coverage until June 2043
Patent also includes methods of use and methods of manufacturing claims
NEW…...
Patent also includes methods of use and methods of manufacturing claims
NEW…...
#머크 #키트루다 #알테오젠 #키트루다sc #점유율 #엄본좌
Merck & Co., Inc. (MRK) Presents at Barclays 26th Annual Global Healthcare Conference (Trannoscript)
머크 2027-2028년 중으로 키트루다SC 점유율 50% 내외 예상 언급, 기존 2028년 50% 점유율 목표에서 2027-2028년 중으로 앞당겨짐
2027년 키트루다 40조원 매출 중 20조원 키트루다SC 판매 시 3-5% 로열티 인식으로 알테오젠 현금흐름 더욱 빨라질 것
Carter Gould
Okay. And then when you think about how much the opportunity subcu might be able to let you hold on to, certainly, your competitors have put out different bogeys in terms of what they think. Would love to hear the updated Merck line?
Jannie Oosthuizen
Yes. So that optimal place where we think subcu can provide the most value for patients and practices. We project that to be more or less 50% of the KEYTRUDA volume by 2027-2028. So we would say that 50% of the volume, that would be a good base to use subcu KEYTRUDA.
Carter Gould
And then any initial thoughts on sort of how you might think about the pricing there relative to IV KEYTRUDA and just how you might manage that?
Jannie Oosthuizen
Yes. We would definitely -- pre-LOE of the IV, we would definitely price subcu to make sure that patients can access it. So it doesn't need to be at a premium to the IV, for instance. I mean we could, but we're definitely going to be sensible to make sure that patients have access. This really should benefit patients in a significant way.
And as we think about biosimilars coming into the market, the same thing, we will need to be cognizant of biosimilar pricing. We can probably get, I would say, some premium versus biosimilar pembrolizumab. But again, we would be very much focused on making sure that patients have access to subcu in that frequency.
https://seekingalpha.com/article/4677724-merck-and-co-inc-mrk-presents-barclays-26th-annual-global-healthcare-conference-trannoscript
Merck & Co., Inc. (MRK) Presents at Barclays 26th Annual Global Healthcare Conference (Trannoscript)
머크 2027-2028년 중으로 키트루다SC 점유율 50% 내외 예상 언급, 기존 2028년 50% 점유율 목표에서 2027-2028년 중으로 앞당겨짐
2027년 키트루다 40조원 매출 중 20조원 키트루다SC 판매 시 3-5% 로열티 인식으로 알테오젠 현금흐름 더욱 빨라질 것
Carter Gould
Okay. And then when you think about how much the opportunity subcu might be able to let you hold on to, certainly, your competitors have put out different bogeys in terms of what they think. Would love to hear the updated Merck line?
Jannie Oosthuizen
Yes. So that optimal place where we think subcu can provide the most value for patients and practices. We project that to be more or less 50% of the KEYTRUDA volume by 2027-2028. So we would say that 50% of the volume, that would be a good base to use subcu KEYTRUDA.
Carter Gould
And then any initial thoughts on sort of how you might think about the pricing there relative to IV KEYTRUDA and just how you might manage that?
Jannie Oosthuizen
Yes. We would definitely -- pre-LOE of the IV, we would definitely price subcu to make sure that patients can access it. So it doesn't need to be at a premium to the IV, for instance. I mean we could, but we're definitely going to be sensible to make sure that patients have access. This really should benefit patients in a significant way.
And as we think about biosimilars coming into the market, the same thing, we will need to be cognizant of biosimilar pricing. We can probably get, I would say, some premium versus biosimilar pembrolizumab. But again, we would be very much focused on making sure that patients have access to subcu in that frequency.
https://seekingalpha.com/article/4677724-merck-and-co-inc-mrk-presents-barclays-26th-annual-global-healthcare-conference-trannoscript
Seeking Alpha
Merck & Co., Inc. (MRK) Presents at Barclays 26th Annual Global Healthcare Conference (Trannoscript)
Merck & Co., Inc. (NYSE:NYSE:MRK) Barclays 26th Annual Global Healthcare Conference March 12, 2024 3:05 PM ETCompany ParticipantsJannie Oosthuizen -...
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텐렙
#머크 #키트루다 #알테오젠 #키트루다sc #점유율 #엄본좌 Merck & Co., Inc. (MRK) Presents at Barclays 26th Annual Global Healthcare Conference (Trannoscript) 머크 2027-2028년 중으로 키트루다SC 점유율 50% 내외 예상 언급, 기존 2028년 50% 점유율 목표에서 2027-2028년 중으로 앞당겨짐 2027년 키트루다 40조원 매출 중 20조원 키트루다SC 판매…
머크가 키트sc50% 28년목표를
27~28년으로 앞당겼네요.
목숨을 건 머크!
역시 단순이래 최대의 기술수출 !
27~28년으로 앞당겼네요.
목숨을 건 머크!
역시 단순이래 최대의 기술수출 !
❤8
#나노브릭
[더벨] 코스닥 상장사 '나노브릭', 100억대 전략적 투자유치 돌입
https://www.thebell.co.kr/free/content/ArticleView.asp?key=202403111215019240109684&lcode=00&page=1&svccode=00
240312 나노브릭 탐방후기:
대표이사가 직접 더벨 인터뷰했음.
글로벌SI에게 1000억 이상의 밸류로 투자유치 진행중.
최근 회사 보유 CB 콜옵션 미 행사는 SI에서 요구한 내용.
3월말 ㅡ 4월초 대표이사 IR 개시
[더벨] 코스닥 상장사 '나노브릭', 100억대 전략적 투자유치 돌입
https://www.thebell.co.kr/free/content/ArticleView.asp?key=202403111215019240109684&lcode=00&page=1&svccode=00
240312 나노브릭 탐방후기:
대표이사가 직접 더벨 인터뷰했음.
글로벌SI에게 1000억 이상의 밸류로 투자유치 진행중.
최근 회사 보유 CB 콜옵션 미 행사는 SI에서 요구한 내용.
3월말 ㅡ 4월초 대표이사 IR 개시
더벨뉴스
코스닥 상장사 '나노브릭', 100억대 전략적 투자유치 돌입
국내 최고 자본시장 미디어 thebell이 정보서비스의 새 지평을 엽니다.
Forwarded from AWAKE - 실시간 주식 공시 정리채널
2024.03.13 09:25:36
기업명: 원익피앤이(시가총액: 2,705억)
보고서명: 단일판매ㆍ공급계약체결
계약상대 : 주식회사 에스에프에이
계약내용 : 2차전지 제조 장비 공급계약
공급지역 : 스웨덴
계약금액 : 338억
계약시작 : 2024-03-07
계약종료 : 2024-10-31
계약기간 : 7개월
매출대비 : 11.70%
공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20240313900073
회사정보: https://finance.naver.com/item/main.nhn?code=217820
기업명: 원익피앤이(시가총액: 2,705억)
보고서명: 단일판매ㆍ공급계약체결
계약상대 : 주식회사 에스에프에이
계약내용 : 2차전지 제조 장비 공급계약
공급지역 : 스웨덴
계약금액 : 338억
계약시작 : 2024-03-07
계약종료 : 2024-10-31
계약기간 : 7개월
매출대비 : 11.70%
공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20240313900073
회사정보: https://finance.naver.com/item/main.nhn?code=217820
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