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Genmab — Januar 2020

Planlagt Fastgjort Låst Flyttet Genmab
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  • 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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      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.

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

                      Just a moment...

                      favicon

                      (www.proinvestor.com)

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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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                        • 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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                              • 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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                                  • H Offline
                                    H Offline
                                    Hamming
                                    wrote on sidst redigeret af
                                    #763

                                    Access Denied

                                    favicon

                                    (www.cnbc.com)

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                                    0
                                    • H Offline
                                      H Offline
                                      Hamming
                                      wrote on sidst redigeret af
                                      #764

                                      Lidt perspektiv på MogA fra Pfizer CEO.

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                                      • S Offline
                                        S Offline
                                        Sukkeralf
                                        wrote on sidst redigeret af
                                        #765

                                        Ohad Hammers syn på BsAb vs CAR-T

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                                        0
                                        • S Offline
                                          S Offline
                                          Sukkeralf
                                          wrote on sidst redigeret af
                                          #766

                                          http://www.orf-blog.com/bracing-for-a-hematology-faceoff-cars-vs-bispecifics/

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