Genmab — Februar 2017

[ROI_-_David_Mygind]

I have previously expressed my scepticism in particularly after Novartis when to Xencor and essentially slapped Genmab in the face by entering a rather big commercial deal after prolonged research sniffing by Genmab.We are being told that Duobody is world-class and that we must just be patient as big pharma will eventually wake up and "smell the coffee" as they scramble to sign commercial deals accepting the co-ownership that Winkel keeps demanding.

[ROI_-_David_Mygind]

However, the new downplayed narrative makes me even more sceptical that the requirement of opt-in is ostentatious. Genmab is simply falling behind rapidly advancing clinical research in competing biotech companies that were willing to offer better deal terms. Remember it is the early birds that catches the worms even if they are not the best hunters !!!!!

[ROI_-_David_Mygind]

Let me hurry up and underline that I remain bullish. I guess it is okay to be bullish on Darzalex plus the proprietary pipeline meanwhile growing increasingly sceptical on commercial grand-standing with regards to the technology platforms that in my humble view still requires one more profound commercial partnership to have the potential fully validated.

[JDB]

Thank you for sharing your thoughts David. I would like another commercial partnership to be announced during 2017, but I am starting to doubt it will happen anytime soon. I hope my doubts are put to shame

[ROI_-_David_Mygind]

Well see a few mistakes, it went a bit too fast, but I guess the meaning will transpire..

[Helge_LarsenPI-redaktør]

Thank you for sharing your thoughts, David.
.I agree on most. If you have any questions to mr. Jan van der Winkel please do not hesitate to share them with us all tomorrow in the Q&A
If you have any questions regarding the procedure please do not hesitate to contact me at hl@
proinvestor.com Phone: +45 28 55 64 30
Thank you in advance.

[E_L]

update reuters article, now $13bn http://www.reuters.com/article/genmab-results-idUSL8N1G77A1?type=companyNews&feedType=RSS&feedName=companyNews

[JKY_VH]

thank you E L.

[mobbyduck1]

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[mobbyduck1]

@el

[mobbyduck1]

for you EL

[Solsen]

En duobody på clinical hold og en fravalgt af ikke helt klarlagte årsager er selvfølgelig negativt. Men vi har ikke endeligt bevis i noget retning omkring duobody teknologien. Vi må afvente.

[Sibelius]

@ROI, I think you are a bit depressed today. Remember that it might be that the early bird get the worm, but it is the second mouse that get the chease:-)

[Darvin]

Forstår slet ikke de negative vibrationer nogle udsender. Udmeldingerne er så godt som i hak med det forventede og til den positive side. Snik snak om royalty - vi har gættet og om den er 12 eller 13 pct i det her leje er ligegyldigt. Det vi ved er hvad den er over 3 mia, nemlig 20 pct. At de kalkulerer med stigende omk til forskning, eller køb, er fuldkommen hvad der er forventet. Niveauet ligesådan. Ved godt at vi sætter barren højt, det skal vi, men for fanden. Realismen er det der bestemmer

[Darvin]

Prisen og der er ingen skuffelser. Udmeldingen er ikke, og var ikke forventet som, en kursdriver. Nu er vi her og kan kun se frem til drivere.

[Solsen]

Jo darzalex er en stjerne. Men hvordan går det ellers med pipelinen. Det er noget usikkert pt. Kun data vil vise dette.

[Darvin]

Havde man forventet mirakler i dag, var man lidt naiv - undskyld men man er selv ude om det. God solid status er hvad det var og til at kigge fremefter på.

[Darvin]

Pipelinen venter vi altid på data fra og det kan vi næsten ikke vente på

[Darvin]

Havde de ikke sat af til omkostninger var jeg derimod for alvor blevet skuffet.

[Solsen]

Nej ikke mirakler, men som ROI beskriver, var det ikke positive meldinger på pipelinen der stod i kø.