Genmab — Januar 2020

[StockBull]

Vil ikke blive forbavset hvis Jan guider Dara royality 4.4-4.8 kr for 2020. For 2019 er mit bud 3.050 mia KR

[Bulder]

Can't find it. Only split dose for Japan.

[E_L]

@Nike yes, and not very positive in this case ; all european sales are converted into $ to calculate the total sales number for JNJ in $, on which the milestone is based. So a stronger $ means lower $ sales

[E_L]

Q3 saw a negative $ impact on dara sales of about 3% or 15mn ; that could just make the difference of making the milestone or not

[Bulder]

Now I see it:
in combination with lenalidomide and dexamethasone for the treatment of patients with newly diagnosed multiple myeloma who are ineligible for autologous stem cell transplant

[E_L]

Bulder , look under the header 'About DARZALEX....; and there the last paragraph starts with In Japan, DARZALEX intravenous infusion is approved for '....'

[E_L]

shoot

[Bulder]

Strange they haven't told us about that.

[E_L]

could be a mistake?

[Nike]

Thx EL

[StockBull]

2020 guiding bud: cashburn 3.5 mia kr, profit 2.4 mia kr, eps 36kr

[Bulder]

E L I have asked IR again

[StockBull]

men man skal huske at genmabs kurs skal reflektere at EPS sandsynligvis er over 80 i 2024 forudsat Dara udrulningen og OFA køre planmæssigt

[E_L]

thanks

[E_L]

https://twitter.com/EPCTU_Oxford/status/1219515571970154496

[Bulder]

We don't have to wait for Maia in Japan. IR: MAIA er godkendt i Japan og er ikke bekendt med at en ansøgning på CASSIOPEIA er indsendt i Japan.

[Bulder]

This means that both Alcyone and Maia are approved in Japan. But strangely they haven't even submissed on Cassiopeia.

[Bulder]

I wonder if they find it hopeless in Japan. The old fear of Thalidomide.

[Bulder]

11:06 submitted

[E_L]

OK, excellent, that is actually an important approval. A bit strange Genmab did not notify. Maybe happened in the Christmas holiday (it wasn't included yet in the Dec13 press release)