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Genmab — Januar 2020

Planlagt Fastgjort Låst Flyttet Genmab
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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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        • 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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                      • 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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                                • 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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                                      • BulderB Offline
                                        BulderB Offline
                                        Bulder
                                        wrote on sidst redigeret af
                                        #767

                                        Tak for den, Sukker. I betragtning af hans skepsis vedr bsAbs i solide tumorer, bliver det da spændende hvad det bliver til med de to BioNtec duobodies i solide.

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                                        • S Offline
                                          S Offline
                                          Sukkeralf
                                          wrote on sidst redigeret af
                                          #768

                                          Fra Q4 2018: So compared to the total license agreement, $1.015 billion, that would mean that we've got $444 million to come still within that program. As I said originally, those are split between multiple myeloma milesto
                                          nes, nonmultiple myeloma milestones and sales hurdle milestones.

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