Genmab — Marts 2014
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gode spm fra Novod
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hexa - incredibly busy with multiple connections
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næste fredag - major paper in top 3 journal on hexa
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firmly on track to close deal - big pharma slow pharma
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han lyder halvpositiv på hexa!!!
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har ikke hørt noget om impact fra ibrutinib i cll fra GSK
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han snakker igen kombinationer
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taler om kombo data med ibrutinib - som er "incredibly strong"
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så få da gang i det phase III !
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hans begejstring for hexa var da ikke til at misforstå!
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dara milestone ca 75 mio usd pa
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over de næste 4 år
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de deler bare milestones ud fordelt ligeligt over 8 år (600 mio. $) så det kan faktisk blive mere i 2014 end de 250 mio. kr. !
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Det de har indregnet er bare et gns. estimat
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Deutsche med nu
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