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Genmab — Januar 2020

Planlagt Fastgjort Låst Flyttet Genmab
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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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                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

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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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                    0
                    • 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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                                0
                                • 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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                                  • S Offline
                                    S Offline
                                    Sukkeralf
                                    wrote on sidst redigeret af
                                    #770

                                    Ja Bulder solide er svære uanset om det er BsAbs eller andet - omvendt så er potentialet stort hvis det lykkes.

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                                    0
                                    • J Offline
                                      J Offline
                                      JKY_VH
                                      wrote on sidst redigeret af
                                      #771

                                      Den tavse dansker løfter til 1315 fra 1298 og stadig hold og god morgen:-)

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                                      • S Offline
                                        S Offline
                                        Sukkeralf
                                        wrote on sidst redigeret af
                                        #772

                                        Har han nogen kommentar til om guidance nåes?

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                                        0
                                        • J Offline
                                          J Offline
                                          JKY_VH
                                          wrote on sidst redigeret af
                                          #773

                                          Nej, han har, så vidt jeg lige kan se, kun ændret sit "generøse" kursmål 🙂

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