Kyprolis why you not growing in the US? Who will be fired and held accountable?

[anonymous]

New data, revised labeled and you are still stuck at $140M US sales for the last 2 years. This drug has yet to break $1B worldwide sales since launch 5 years ago! Don't say MM is limited since JnJ drug is over $1B in its second year on market. Who is to blame? - Laura Brand, Brian Heath, the rest of your marketing team? Marketing will blame the OBU reps but they are inferior to the Onyx ones they replaced.


Estimated 2017 global Darzalex sales of $1.28B (second full year on the market) or 102%+ yr/yr growth, which is consistent with partner Genmab's estimate of $1.1-1.3B.


Darzalex’s 2nd line market share has nearly quadrupled from <5% in November to >18% in June. Month over month, Darzalex share in 2nd line jumped from 16% in May to 18% in June, while the 3rd line+ share also increased significantly from 30% to 40%.

In 2nd line, Kyprolis is #3 with 19% share but is followed closely by Darzalex with 18% share in June. In 3rd line+, Darzlex gained more than 10pt share in June to hold 40% market share, edging ahead of Velcade’s 38% share.

• Darzalex has the same share as Amgen in 2nd line MM but came to market less than 2 years ago in third line. Basically, in one year it caught up to Kyprolis that had been out on market for the last 5 years.
• In third line, less than 2 full years on market, it is now the leader

 

[anonymous]

JnJ Darzelex growing a 102% being a $1.3B drug

Amgen Kyprolis is 23% driven by Ex-US sales at has yet to crack the blockbuster $1B mark. Heck it hasn't even hit $800M in sales

 

[anonymous]

Here is why Kyprolis sales may start declining.

https://globenewswire.com/news-rele...ratumumab-in-Front-Line-Multiple-Myeloma.html

Company Announcement

• Phase III ALCYONE study of daratumumab in combination with bortezomib, melphalan and prednisone (VMP) in front line multiple myeloma met the primary endpoint at a pre-planned interim analysis
• Independent Data Monitoring Committee recommends unblinding the data
• Data will be discussed with health authorities to prepare for regulatory filings

Copenhagen, Denmark; August 24, 2017 – Genmab A/S (Nasdaq Copenhagen: GEN) announced today topline results from the Phase III ALCYONE study (MMY3007) of daratumumab in combination with bortezomib, melphalan and prednisone (VMP) versus VMP alone as front line treatment for newly diagnosed patients who are not considered candidates for autologous stem cell transplantation (ASCT).The study met the primary endpoint of improving progression free survival (PFS) at a pre-planned interim analysis (Hazard Ratio (HR) = 0.50 (95% CI 0.38-0.65), p < 0.0001). Treatment with daratumumab reduced the risk of disease progression or death by 50%, as compared to those who did not receive daratumumab. The median PFS for patients treated with daratumumab in combination with VMP has not been reached, compared to an estimated median PFS of 18.1 months for patients who received VMP alone.

Overall, the safety profile of daratumumab in combination with VMP is consistent with the known safety profile of the VMP regimen and the known safety profile of daratumumab.

Based on the results at the pre-planned interim analysis conducted by an Independent Data Monitoring Committee (IDMC), it was recommended that the data be unblinded. All patients will continue to be monitored for safety and overall survival. Further analysis of the safety and efficacy data is underway and Janssen Biotech, Inc., which licensed daratumumab from Genmab in 2012, will discuss with health authorities the potential for a regulatory submission for this indication. The data are expected to be submitted for presentation at an upcoming medical conference and for publication in a peer-reviewed journal.

“The interim results of the ALCYONE study yet again illustrate the potential of daratumumab in multiple myeloma in combination with existing treatment regimens; this time with VMP in the front line setting. We are very pleased with the outcome of the pre-planned interim analysis in this study, which adds further to our hope that daratumumab could potentially become the critical driver redefining combination treatment in multiple myeloma,” said Jan van de Winkel, Ph.D., Chief Executive Officer of Genmab.