Skip to content
  • Debatforum
  • Seneste
  • Populære
  • Bruger
Temaer
  • Light
  • Dark

Kollaps
FORSIDEN
Log ind Opret konto

Genmab — Januar 2020

Planlagt Fastgjort Låst Flyttet Genmab
1.3k Indlæg 1 Posters 0 Visninger
  • Ældste til nyeste
  • Nyeste til ældste
  • Most Votes
Svar
  • Svar som emne
Login for at svare
Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • 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.

    1 Reply Last reply
    0
    • 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 🙂

      1 Reply Last reply
      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
        (???)

        1 Reply Last reply
        0
        • SolsenS Offline
          SolsenS Offline
          Solsen
          wrote on sidst redigeret af
          #748

          Med yderligere 5% til Halozyme presses JNJs KPI’er

          1 Reply Last reply
          0
          • 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.

            1 Reply Last reply
            0
            • Helge_LarsenPI-redaktørH Offline
              Helge_LarsenPI-redaktørH Offline
              Helge_LarsenPI-redaktør
              wrote on sidst redigeret af
              #750

              God morgen. 🙂

              1 Reply Last reply
              0
              • T Offline
                T Offline
                transalp
                wrote on sidst redigeret af
                #751

                Go morgen.. 🙂

                1 Reply Last reply
                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.

                  1 Reply Last reply
                  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.

                    1 Reply Last reply
                    0
                    • 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

                      1 Reply Last reply
                      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

                        1 Reply Last reply
                        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
                          0
                          • BulderB Offline
                            BulderB Offline
                            Bulder
                            wrote on sidst redigeret af
                            #757

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

                            1 Reply Last reply
                            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.

                              1 Reply Last reply
                              0
                              • BulderB Offline
                                BulderB Offline
                                Bulder
                                wrote on sidst redigeret af
                                #759

                                Don't blame Reuters - it was Ritzau.

                                1 Reply Last reply
                                0
                                • SolsenS Offline
                                  SolsenS Offline
                                  Solsen
                                  wrote on sidst redigeret af
                                  #760

                                  Ok sorry

                                  1 Reply Last reply
                                  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

                                    1 Reply Last reply
                                    0
                                    • 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

                                      1 Reply Last reply
                                      0
                                      • H Offline
                                        H Offline
                                        Hamming
                                        wrote on sidst redigeret af
                                        #763

                                        Access Denied

                                        favicon

                                        (www.cnbc.com)

                                        1 Reply Last reply
                                        0
                                        • H Offline
                                          H Offline
                                          Hamming
                                          wrote on sidst redigeret af
                                          #764

                                          Lidt perspektiv på MogA fra Pfizer CEO.

                                          1 Reply Last reply
                                          0

                                          Hello! It looks like you're interested in this conversation, but you don't have an account yet.

                                          Getting fed up of having to scroll through the same posts each visit? When you register for an account, you'll always come back to exactly where you were before, and choose to be notified of new replies (either via email, or push notification). You'll also be able to save bookmarks and upvote posts to show your appreciation to other community members.

                                          With your input, this post could be even better 💗

                                          Tilmeld Log ind

                                          • Log ind

                                          • Har du ikke en konto? Tilmeld

                                          • Login or register to search.
                                          • First post
                                            Last post
                                          0
                                          • Debatforum
                                          • Seneste
                                          • Populære
                                          • Bruger