Genmab — November 2017

[StockBull]

NBI rykker. Nu oppe med 1.5%

[Solsen]

Det var underligt Bulder. De annoncerer studiet i dag. De rekrutterer allerede og data efter 4 mdr ?

[E_L]

what a machine this JNJ, testing their own Anti-PD-1 . In Belgium already recruiting. They will add more hospitals to get to 386 i would think, possibly also in US?

[Solsen]

A phase 1 which will turn into pivotal study if results are good in march/april 2018.

[E_L]

that is 4/5 months of data, will that be enough you think?

[Solsen]

Obviously

[E_L]

puts JNJ in a nice position if they get this approved, they can price the PD-1+dara combo competitively to win business, putting any discount on the dara part offcourse to save on royalty

[Solsen]

Dont think Genmab will approve that strategy.

[E_L]

dont think Genmab will have a choice really, do they? JNJ sets the price? Do you think they have a minimum price set in a contract or something?

[Solsen]

Iam sure they are not that stupid. There has to be a contract wich deal with that issue.

[Solsen]

Which... and a partnership is not a matter of cheating each other.

[Darvin]

Exactly

[E_L]

that i agree on Solson, and i would imagine JNJ is a respectable partner. But i have always thought pricing is the privilege of JNJ and always seen that as a risk, so any info that it is different would be welcome

[E_L]

i mean, if you look at morphosys for example, suing JNJ on dara while at the same time they are also partner in other deals...it can be a dirty business....

[Thomas]

Hvad har J&J at tabe ved at køre dirty business mod
Genmab? De har allerede aftalen på Dara og duobody locked up

[Sukkeralf]

Probably also a bad thing to give a discount om Dara in one combination - it will give payers duel to ask for discounts in other combinations

[Sukkeralf]

Hare Ipad

[Sukkeralf]

Gate gate gate ipad

[Solsen]

Hvis man bliver uvenner har man kontrakten

[Sukkeralf]

Thomas - partnere er vigtige for JNJ. Hvis du behandler
dem dårligt bliver det svært at finde nye