Genmab — Maj 2016
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A substantial commercial deal with Gilead could be instrumental in propelling us towards Jan van der Winkels vision of creating an iconic biotech company.
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Gilead is in dire need of a pipeline boost after the recent demise of Zydelig induced by the occurrence of adverse side effects. The drug was otherwise heralded as holding the key to securing Gilead a solid foothold in oncology
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Gilead has undisputable large-scale ambitions in oncology and Genmab has an excellent strategic fit that could help Gilead leapfrog into the arena and directly join the big players
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It is only a short while ago that an American journalist speculated in the urgent need for partner or acquisition to realize the aggressive growth ambitions of Gilead. The CEO is under immense pressure and needs to ensure his legacy as a master dealmaker like his predecessor who literally transformed the company through the acquisitions
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of both companies and drugs...
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It was evident from the recent interview with the CEO that Gilead are very close to making a major move
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Genmab was not mentioned but it isn’t difficult to connect the dots and we will thus soon witness either a groundbreaking commercial deal or an outright takeover bid. However, the thing is that there are other parties who are also deeply “involved” in Genmab
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Denmark’s biotech darling is slowly becoming an international superstar and awareness of the massive value creation that is ongoing at the company grows. We will therefore soon see various companies scrambling to join the party and get a peace of the cake!
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I underline that this is pure speculation from my side. Just like it was speculation when I predicted rather early that Gilead was the secret partner. And just like it was speculation when I tried to raise awareness for the curious way that the partnership was initially announced and/or confirmed
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So to summarize, conclude and answer your question:
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It is seems very plausible to believe that there are good reasons for Gilead not being mentioned and that we will see "something" happening rather soon.
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Well, we will see. No one knows, we can of course only make educated guesses. I have a increasing feeling that Gilead might surprise with a major deal on a completely unexpected target or for a surprising disease area outside the scope of Genmab's regular comfort zone. I take notice of the collaboration with Novo and the recent progress in the collaboration with Lundbeck
to support this view -
I think that Jan van der Winkel has been cited several times for stating that prolonged research sniffing remains in the interest of the shareholders as the price of a deal increases along with the time spent evaluating the potential. This gives us the right to have absolutely massive expectations with regards to Gilead
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We have listened to many promises and much talk of world-class platforms, but we still miss to see tangible hard evidence that extends beyond Janssen and Gilead would be that magic silver bullet for Winkel. He has thus locked himself in a position where he needs to deliver. There is quite simply not room for any mediocre commercial deal with a major player
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So, yes I expect a commercial deal on either Duobody, Hexabody or both in conjunction to be disruptive. If not, then I must honestly say that Mr Winkel has failed to deliver on his promise
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I'm not forgetting Novartis. But, you are indeed referring solely to the idea of a looming takeover when you are bringing them to the table as an argument. I'm currently in the mixed terrain for talking about both deals/and or takeover..
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