Genmab — Januar 2020

[Solsen]

Med yderligere 5% til Halozyme presses JNJs KPI’er

[Legolas23]

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.

[Helge_LarsenPI-redaktør]

God morgen.

[transalp]

Go morgen..

[E_L]

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.

[E_L]

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.

[E_L]

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

[E_L]

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

[Helge_LarsenPI-redaktør]

Just a moment...

(www.proinvestor.com)

[Bulder]

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

[Solsen]

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

[Bulder]

Don't blame Reuters - it was Ritzau.

[Solsen]

Ok sorry

[gentogen]

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

[E_L]

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

[Hamming]

Access Denied

(www.cnbc.com)

[Hamming]

Lidt perspektiv på MogA fra Pfizer CEO.

[Sukkeralf]

Ohad Hammers syn på BsAb vs CAR-T

[Sukkeralf]

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

[Bulder]

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.