Genmab — April 2020

[E_L]

DnB Markets
Genmab (Hold, TP: DKK1600.00) - Darzalex momentum continues
In its Q1 report, Johnson & Johnson reported slightly better Darzalex sales than we expected, at USD937m, versus our estimate of cUSD904m. Sales were weak in the US at USD463m (our estimate: USD482m), while International Markets showed a strong performance with USD474m (our estimate: USD422m). We continue to see Darzalex sales at the lower end of the USD3.9bn–4.2bn guidance for 2020. We reiterate our HOLD and DKK1600 target

[E_L]

Sydinvest / Jefferies https://www.sydinvest.dk/nyheder/genmab/jefferies-darzalex-salg-slår-forventningerne.aspx?Action=1&PID=9258

[E_L]

Joaquin Duato/JNJ : In terms of approvals, in the second half of the year, we are expecting four key line extension approvals, one being DARZALEX subcu that we expect in the second quarter, very important for us and very important driver for DARZALEX.

[E_L]

Additionally, this is going to be a very strong year for Johnson & Johnson in submissions. [..] And finally, our latest one is our bispecific EGFR-cMET in non-small cell lung cancer that will be also submitted at the end of this year. That also has breakthrough designation.

[GeorgeBest]

wauw what a positive surprise

[GeorgeBest]

thanks E L

[E_L]

full JNJ Earnings Call Transcript https://seekingalpha.com/article/4337583-johnson-johnson-jnj-ceo-alex-gorsky-on-q1-2020-results-earnings-call-transcript?part=single

[Sukkeralf]

E L thats so cool with EGFR/cMET - strong validation and originaly it was Genmabs own BsAb the royalty is a bit better

[bibob]

Thx E L. You are the Master of the findings.

[Bulder]

Is it submission for approval? It's only phase 1.

[kkjoel]

Submittet.. hvilken fase taler vi?

[kkjoel]

Ahh, Bulder var hurtig...

[kkjoel]

Ja, for submitter da ikke for faseII ?

[kkjoel]

for man submitter

[kkjoel]

Og det har i forvejen BTD.

[Solsen]

Det må være meget gode resultater man ser. Men er det ikke en speciel sub-gruppe i NSCLC de går efter.

[kkjoel]

Ja men det må jo så betyder at de submitter for faseII, eller.. ?

[E_L]

"The study seeks to determine the recommended Phase 2 dose in patients with advanced NSCLC.[5] Enrollment into the Part 2 dose expansion cohorts is ongoing" https://www.jnj.com/janssen-announces-u-s-fda-breakthrough-therapy-designation-granted-for-jnj-6372-for-the-treatment-of-non-small-cell-lung-cancer

[Hugininvest]

PS! Hos Genmab angives det at fase 2 er igang

[Hugininvest]

Men det samme siger JNJ jo, så CT er ikke opdateret