Genmab — April 2020

[E_L]

I thought this was interesting in the Halo shareholder letter under SC benefits "The ability to facilitate the administration of treatment in lower cost settings such as the physician office or the community setting. Janssen, as an example, has stated DARZALEXÒ SC supports their strategy to seek to expand treatment into the community setting." https://www.halozyme.com/letter-to-shareholders/

[Hugininvest]

Helt enig GB markedet forventer påvirkning. Se efter triggere.

[transalp]

Go morgen..

[Helge_LarsenPI-redaktør]

God morgen.

[bibob]

Yep.

[GeorgeBest]

consensus for dara Q1 sales = USD 902M

[E_L]

according to who?

[E_L]

i can get you one at $783 million https://au.news.yahoo.com/j-js-pharma-unit-perform-160104494.html

[GeorgeBest]

Consensus for 20 analysts. From Bloomberg. I can't link.

[E_L]

that's ok. let's hope they are correct, i think it may a bit optimistic

[E_L]

Sydinvest / Jefferies https://www.sydinvest.dk/nyheder.aspx?Action=1&NewsId=117772&PID=9258

[GeorgeBest]

Some rumours among brokers that a partner deal could include more products than Epcoritamab

[troldmanden]

Hvor læser du de rygter?

[troldmanden]

Men det er besemt ikke unormalt med aftaler der dækker flere stoffer/targets

[GeorgeBest]

det kan jeg ikke disclose, og som sagt så er det rygter....

[Sukkeralf]

Jan har tidligere talt om en bred aftale (eller i hvert fald ikke afvist) - oplagt kunne jo i hvert fald være, at DuoHexa CD37 også røg med, da det lidt er samme targets

[Sukkeralf]

Ville dog hellere se Enapotamab og DR5/DR5 ryge med, så man fik lidt vallidering af disse projekter

[Sukkeralf]

ikke samme targets, men samme indikationer skulle der stå

[Solsen]

Not a surprice we could se a much closer partnership and perhaps a large stake - Genentech/Roche a like

[troldmanden]

Ja dr5/dr5 synes at være løbet ind i nogle udfordringer. Så det vil klart være en validering. Men når der har været registreret hjerte issues, så er det nok ikke der partners står tættest på spring