Genmab — Juni 2019
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God morgen, Hvis JNJ er lidt trætte af at betale stigende royalties på Dara, og de kan tage et skridt mod at eje en større del af Gen kombineret med at betale mindre royalties på nye kandidater, og udvidelsen samtidigt kan tilpasses det antal kandidater, der bliver til noget - what's not to like for JNJ?
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Et køb af GEN med 40 % præmie ca. 100 MIA synes jeg ikke ligner en oplagt og fantastisk god investering for JnJ. Er ret sikker på at de har andet at bruge 100 MIA på . Dara er et godt stof, men det er altså sin sag at gå til bestyrelsen og bede om 100 MIA på noget man har en tålelig aftale om.
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Ved I om der er andre forsøg som vi får svar på i 2019?
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Thanks, Peter, for the questions. So I will pass on the second one to David and then answer the first one myself. Strictly, there is only one noninferiority Phase III study needed, Peter, to get the label, potential label for the subcu formulation, but that's only in the refractory multiple myeloma population
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Janssen intends to actually ask for a very broad label for all the potential indications. So one needs indeed also the data from the PLEIADES study, an over 180-patient Phase II study. Janssen has that data. That data will be presented, I think, soon also at a conference. And that together, that data will be filed together with the COLUMBA data in both U.S. and Europe in the summer time frame.
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The exact timing is not clear to me, but that is the timing I've heard from our partner, Peter. So they need both of the studies to get a broad label for the subcutaneous formulation. What I understand is if things go well, go very well, what we hope to see is indeed the full color of the COLUMBA data at the ASCO conference, potentially also at EHA a few weeks later. And I think they will also present the PLEIADES data at some point, but it seems to be in good shape.
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Personligt bryder jeg mig ikke ret meget om, at der foregår et eller andet bag vores ryg - altså med Nasdaq listing og investor presentationer vi ikke får del i ! Det virker bestemt som om der foregår noget som pøblen ikke skal have nys om, før de tunge drenge er blevet enige
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