Genmab — Juli 2018

[JørgenVarnæs]

Indeed. Page 100 2017 accts

[JørgenVarnæs]

Recent grants seem to be vesting in 7 years

[E_L]

yes, I think that is correct. If you really would want to know all the possible exercise dates, you would have to go through the Articles of Association I guess, quite a lot of work.

[E_L]

I asked for a list of dates once in a Q&A I think, but got no reply

[JørgenVarnæs]

Looks like Stock exercises will be an important part of investors lives the next app 4 years until grant prices catch up

[E_L]

yes, 3 to 4 years should see the bulk go away. Last year we already got rid of ±600.000. Reality is that all these grants are known and dilution should be priced in.

[E_L]

however short term trading will be effected offcourse every time a large amount is exercised

[E_L]

yesterday was small

[Raffles]

Så er HexaBody DR5/DR5 registreret på Clinical Trials https://clinicaltrials.gov/ct2/show/NCT03576131?term=genmab&rank=4

[E_L]

nice Raffles. (shows how long it can take to put it on Clinicaltrials, since first dosing was early May)

[Raffles]

Yeah, now we just await start up of CD3xCD20 where IND was in Nov 2017!!. And DARA in RA, not to forget!!

[peter12]

Der bliver ikke solgt mange af de nye aktier ?

[Legolas23]

Nogen med adgang som kan berige forummet ? https://medwatch.dk/secure/Medicinal___Biotek/article10730512.ece?utm_campaign=Morgen&utm_content=2018-07-04 09%3A59%3A59&utm_medium=top&utm_source=Feed

[GeorgeBest]

Lego: dette postede gentogen den 29/6:Lidt mindre godt. Dose Escalation Study of JNJ-63709178, a Humanized CD123 x CD3 DuoBody. Recruitment Status : Suspended (Study on hold due to Grade 3 event.)

[Raffles]

Det er JNJ-63709178 Duobody CD123 x CD3 der blev "Suspended"/"Put on hold" due to grade 3 events d. 29/6. Har desværre ikke adgang, men håber at andre har adgang så vi måske kan få lidt mere information.

[Legolas23]

Jeg tænkte nok, det var det, men jeg troede da Medwatch var lidt mere opdaterede siden nyheden var så "gammel".

[E_L]

funny how Medwatch picks up on that (probably only saw it here in the forum) , did they write also about the HuMax-AXL-ADC Progress and Milestone?

[Legolas23]

Det havde været på hold før og grade 3-bivirkninger kan diskuteres, om det er så voldsomt. Men klart det skal undersøges, når noget ikke er som det skal være... Måske noget man kan spørge indtil ved næste Q&A

[Sukkeralf]

Det er et Janssen projekt, så tvivler på at Genmab informeres om dette - i hvert fald er det nemt for Genmab at dække sig ind under dette.

[Sukkeralf]

Måske skyldes Genmab rolige bevægelse opad, at vi nu så småt bevæger os ind i MAIA æren - gætter og håber på at sdata kommer sent i Q3