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Genmab — Januar 2020

Planlagt Fastgjort Låst Flyttet Genmab
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  • Helge_LarsenPI-redaktørH Offline
    Helge_LarsenPI-redaktørH Offline
    Helge_LarsenPI-redaktør
    wrote on sidst redigeret af
    #750

    God morgen. 🙂

    1 Reply Last reply
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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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        • 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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                              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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                                  • 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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                                        • S Offline
                                          S Offline
                                          Sukkeralf
                                          wrote on sidst redigeret af
                                          #769

                                          ikke at man bliver super meget klogere af det, men da det er begrænset hvad der indtil videre er i givet udenfor MM, så tror jeg størstedelen af de resterende er udenfor MM

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