Genmab — Januar 2020

[E_L]

So we will be - we will be resourcing to win in this marketplace as I said to you before in the presentation, we firmly believe that we have a very unique value proposition with ofatumumab with unsurpassed efficacy and with B-cell depletion.

[E_L]

We’ve got an excellent safety profile, and also the ease-of-administration will - can really make this product a first-line choice for not only centers of excellence, but just the general neurologists.

[Helge_LarsenPI-redaktør]

Super. Thanks E L.

[Solsen]

Thanks EL. Some analyst have +$4bn in peak sales. More than $400 mln or near 3 bn dkk to Genmab.

[E_L]

super indeed. these vouchers are very valuable, Genmab really lucky that Novartis used it on Ofa. It also says something about Ofa's importance for Novaris

[E_L]

Bavarian Nordic sold their voucher last year for $95 million...

[Solsen]

in fact they paid for 3 more month on market. They have a lot of confidence in ofa as a blockbuster.

[E_L]

I know it is a bit too simple to then
conlude that 3 month Ofa profits for NVS should be >$96mio, but still, a nice thought

[Solsen]

Well not so simple as written. Its also about to get to the market asp before Roche grab it all.

[Solsen]

Just dont know how easy it is to take anything from Roche.

[E_L]

exactly, that is why i wrote 't is a bit too simple to then conlude that.."

[Solsen]

Anybody recall the patent situation on ofa in RRMS ?

[Solsen]

GMAB eneste aktie ud af 25 stk biotech/BP på min US liste

[GeorgeBest]

Health Emergency https://www.cnbc.com/2020/01/30/who-declares-china-coronavirus-a-global-health-emergency.html

[Solsen]

Mon vi snart ser en længe ventet partneraftale....

[JKY_VH]

Det ville være dejligt Solsen

[Bulder]

US endte i plus efter WHO udmeldingen. NBI blev dog hængende i dyndet - bortset fra gmab. Men det ser ikke så tosset ud for i morgen.

[Helge_LarsenPI-redaktør]

God morgen.

[Plimsoller]

God morgen

[bibob]

God morgen.