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Genmab — Januar 2020

Planlagt Fastgjort Låst Flyttet Genmab
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  • nohopeN Offline
    nohopeN Offline
    nohope
    wrote on sidst redigeret af
    #743

    Lyder ikke sandsynligt at der er flere milestones Dara/MM. Jeg kan godt se artiklen kan læses sådan, men det må være en misforståelse.

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    • BulderB Offline
      BulderB Offline
      Bulder
      wrote on sidst redigeret af
      #744

      Kan være. Nu har jeg skrevet til acn. Så må vi se om han svarer.

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      0
      • B Offline
        B Offline
        bikube
        wrote on sidst redigeret af
        #745

        Jeg tror ikke på, at der kommer flere milestones i Dara, men hvis vi kommer frem til noget Hexa-Dara, så ser det jo straks anderledes ud. Ved et salg i -20 på 4B får vi jo allerede 200M$ mere end for salget i -19. Hvis vi skulle have milestone på yderligere 200B$, suger vi 40% af JnJ´s salgspris - det tror jeg ikke på.

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        • BulderB Offline
          BulderB Offline
          Bulder
          wrote on sidst redigeret af
          #746

          Bikube, indrømmet - det lyder voldsomt. I så fald er er da dømt M&A. JnJ vil ikke have råd til at lade være 🙂

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          0
          • G Offline
            G Offline
            gentogen
            wrote on sidst redigeret af
            #747

            200M af 4B er 5%. Det svarer til det hidtidige niveau for salgsmilestones og uden en sådan ved ¤B (eller lignende) vil JNJ score kassen
            (???)

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            • SolsenS Offline
              SolsenS Offline
              Solsen
              wrote on sidst redigeret af
              #748

              Med yderligere 5% til Halozyme presses JNJs KPI’er

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              • Legolas23L Offline
                Legolas23L Offline
                Legolas23
                wrote on sidst redigeret af
                #749

                Jeg kan heller ikke få det til at hænge sammen, men en mulighed er også en fordelingsnøgle efter salg og ikke en fast procentdel i milestone. Er der flere milestones er det næsten billigere for jnj at købe butikken. Det giver ikke mening.

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                • Helge_LarsenPI-redaktørH Offline
                  Helge_LarsenPI-redaktørH Offline
                  Helge_LarsenPI-redaktør
                  wrote on sidst redigeret af
                  #750

                  God morgen. 🙂

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                  • T Offline
                    T Offline
                    transalp
                    wrote on sidst redigeret af
                    #751

                    Go morgen.. 🙂

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                    0
                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #752

                      Genmab could be entitled to up to $1 billion in development, regulatory and sales milestones in the agreement for daratumumab. I haven't kept track where we are exactly, but that is the max.

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                      0
                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #753

                        actually this was at the time of the IPO The total amount of potential milestone payments under the contract is approximately $1,015 million, and to date, we have recorded approximately $571.0 million in milestone payments from Janssen and could be entitled to receive up to $444.0 million in further payments if certain additional milestones are met. The next sales milestones are payable upon net sales reaching $2.5 billion and $3.0 billion in a calendar year.

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                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #754

                          So after the $100m we got, the $7m on Japan we got and the $150m at $3bn we will be left with $187m

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                          0
                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #755

                            sanofi terminated trial of Isatuximab in Lymphoblastic Leukemia https://clinicaltrials.gov/ct2/show/NCT02999633?term=genmab+OR+daratumumab+OR+darzalex+OR+ofatumumab+OR+Teprotumumab+OR+Tisotumab+OR+camidanlumab+OR+Enapotamab+OR+ADCT-301+OR+duobody&lupd_s=01%2F17%2F2020&draw=2&rank=5

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                            0
                            • Helge_LarsenPI-redaktørH Offline
                              Helge_LarsenPI-redaktørH Offline
                              Helge_LarsenPI-redaktør
                              wrote on sidst redigeret af
                              #756

                              Just a moment...

                              favicon

                              (www.proinvestor.com)

                              1 Reply Last reply
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                              • BulderB Offline
                                BulderB Offline
                                Bulder
                                wrote on sidst redigeret af
                                #757

                                Thx E L. So $100 - 150 mil at 4 Bn is a possibility.

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                                0
                                • SolsenS Offline
                                  SolsenS Offline
                                  Solsen
                                  wrote on sidst redigeret af
                                  #758

                                  I think some milestones are left for approval i other indications. Not much left for sales. Not sure Reuters got it right.

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                                  0
                                  • BulderB Offline
                                    BulderB Offline
                                    Bulder
                                    wrote on sidst redigeret af
                                    #759

                                    Don't blame Reuters - it was Ritzau.

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                                    • SolsenS Offline
                                      SolsenS Offline
                                      Solsen
                                      wrote on sidst redigeret af
                                      #760

                                      Ok sorry

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                                      0
                                      • G Offline
                                        G Offline
                                        gentogen
                                        wrote on sidst redigeret af
                                        #761

                                        Hvad jeg forsøgte at sige var at man vel godt kan forestille sig at Genmab ved 4B vil modtage en salgsmilestone på 5% (som de fleste andre har været) . Enten af de 3 eller af alle 4. Det er jo vel engangsbegivenheder så det vil kun være 'fair' og ikke bringe årets procent totalt i nærheden af 40 men blot svare til det hidtidige

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                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #762

                                          i would imagine we will get something in MM for the SC approval, line extensions , maybe country specific and possibly for other indications

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