Genmab — Marts 2015

[gentogen]

Rates of cardiac failure and kidney failure for Kyprolis were higher than for patients treated with Velcade.

[Solsen]

Har det været fremme, at Amgen har udliceteret AMG-714 ?

[investor1989]

tror ikke vi har diskuteret det

[Solsen]

amgen var nogle kyniske svin, da de skrinlagde Genmabs IL-15 !

[Solsen]

Det er Bowers der er ude med det - på den korte bane ingen betydning. Men nu kan der føjes et stof til pipelinen, der udvikles uden omk. for Genmab

[investor1989]

Ja de var nogle svin der... Irriterer mig stadig lidt at Roche lukkede hele Cardio området ned inklusiv Inclaclumab sidste år. Var ellers et stof der var langt fremme

[investor1989]

Der er nogen som vil ud inden regnskab i dag

[gentogen]

Revenue increased by DKK 186 million, 28%, from DKK 664 million in 2013 to DKK 850 million in 2014, mainly driven by higher revenue related to our daratumumab and DuoBody collaborations with Janssen, partially offset by lower Arzerra royalties.
•Operating expenses were reduced from DKK 594 million in 2013 to DKK 585 million in 2014.
•Operating income improved by DKK 196 million, from DKK 69 million in 2013 to DKK 265 million in 2014

[JKY_VH]

glimrende:-)

[Fantomas]

De har inkluderet milestones for filing af dara i deres forventninger til 2015

[gentogen]

The first clinical study of
daratumumab in three different types of NHL (DLBCL, FL and
mantle cell lymphoma (MCL)), is expected to start in 2015.

[Fantomas]

Daratumumab milestones in 2015
include milestones associated with clinical progress and assumed
regulatory filings in the US and EU, but do not include
any milestones associated with commercialization

[Repsac]

nice

[gentogen]

Ja. bortset fra, de 'kun' regner 180-240 millioner

[gentogen]

We expect the operating income for 2015 to be approximately
DKK 200 - 275 million compared to DKK 265 million reported
for 2014.

[Solsen]

Filing og ikke approval er indregnet. Vel ikke overraskende.

[JKY_VH]

Det må være fordi de er konservative i deres udmelding. Så er der også plads til at glæde markedet med en eller flere opjusteringer i årets løb:-)

[Solsen]

De plejer jo gerne at lægge op til nogle opjusteringer.

[Solsen]

[gentogen]

Filing er med, men ikke godkendelse