Genmab — Januar 2020

[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)

[Nike]

StockBull, hvis du mener, at Gen er nået i mål med 2019, hvad er forklaringen så på den manglende udmelding?

[Solsen]

Det får vi svar på i morgen med JNJs regnskab 2019

[Nike]

Det er jeg helt med på Solsen, men StockBull har oplyst, at han tænker 3050 for 2019? Det indebærer vel, at der er en forklaring på den manglende orientering om Milepæl?