Genmab — Januar 2019

[StockBull]

Det hele virkel lidt nervøst her til start. Tror dog snart Genmab blæser over 1200 inden for den næste måneds tid

[Bulder]

E L: "move to clinic"? Surprising? I would have expected IND this year, and clinic next year.

[Bulder]

Ritzau DNB: Alene i 2019 venter banken, at Darzalex vil sælge for 3,2 mia. dollar globalt, og at Genmab ud over royalties fra salget vil få udløst de sidste salgsmilepæle på 404 mio. dollar.
Sammenlagt estimerer DNB en omsætning til Genmab på 5,9 mia. kr. i år, eller 33 pct. mere end konsensus, skriver banken, der også har regnet på mulighederne for, at Genmab ender som opkøbsmål.

• Mens Johnson & Johnson historisk ikke har gennemført fjendtlige overtagelser, så ser vi et rationale for enten at

[Bulder]

købe Genmab eller Darzalex royaltystrøm, skriver banken.

[Bulder]

Med en hurtig RTOR, så måske 3½ mia?

[E_L]

@Bulder on the slide it says 2019 IND targets, his words are "all of these 3 molecules we hope to move towards the clinic this year" @ minute 17.00

[E_L]

mabye i am taking it too positive?

[Bulder]

Thx

[Bulder]

maybe "towards the clinic" is not the same as "into the clinic"

[E_L]

yea, that is why i wrote 09:41, you may be right

[kkjoel]

Exactly. Towards is VERY different from into!

[kkjoel]

Kommer der mon et transscript af JPM indlægget? På GEN hjemmeside?

[wermuth]

DNB følger da fint op på købsanbefaling, med at være netto køber af hele 1 aktie

[Sukkeralf]

E L - I guess the two 4-1BB duobodies will enter the clinic this year and the duo-hexabody IND by year end and start of clinical trial 2020.

[E_L]

that would certainly be good enough for me @Sukkeralf !

[E_L]

so expect data DR5/DR5 2nd half 2019

[E_L]

expect data CD3xCD20 end year on dose escalation phase

[E_L]

SC formulation CD3xCD20
: to reduce potential peak cytokine levels. (let's see if that can differentiate the product?)

[E_L]

meanwhile we tested the 1093 break out level; would be nice if we can hold that now (but that is probably also a bit optimistic )

[gentogen]

På Jans slide med prioriteringer for 2019 er formuleringen "File INDs or CTAs for 3 new products"