Genmab — Maj 2020

[E_L]

article
on Fewer cancer diagnoses during the COVID-19 epidemic in the Netherlands https://www.thelancet.com/journals/lanonc/article/PIIS1470-2045(20)30265-5/fulltext

[Solsen]

Ok dag. Mon vi er tæt på en test af ATH ?

[Solsen]

Samme pris på dara-sc som iv versionen. Godt for penetrationen.

[E_L]

so that is a margin decrease for JNJ, given that they now have to pay Halo

[Mcjean]

Maybe, but maybe the "swollew" them and vupti its the same:-)

[Sukkeralf]

Link solsen?

[E_L]

lol. I expected a bit of a rise. But, to be honest, marketshare and adaption is probably the most important at this time.

[GeorgeBest]

JNJ want to make it as difficult as possible for for Sarclisa to gain marked share

[E_L]

The rise can come later

[E_L]

exactly

[Sukkeralf]

JNJ just needs to buy Genmab first

[E_L]

some links
https://npinvestor.dk/nyheder/genmab-janssen-fastholder-prisen-på-ny-version-af-darzalex https://www.euroinvestor.dk/nyheder/genmab-janssen-fastholder-prisen-paa-ny-version-af-darzalex

[E_L]

If JNJ would only read proinvestor, they would not need any strategy meetings anymore

[Sukkeralf]

Absolutely - we should get paid big time for this

[E_L]

I guess this will wipe out the debate about price negotionatoins delaying sales. Better product for roughly the same price = done deal

[Solsen]

Just wonder if Genmab still will get 20% of sales above $3bn. Is positive JNJ will have an 25% burden on sales. They will do someting to eliminate that, I belive.

[Solsen]

If not Genmab then HALO is my bet.

[Sukkeralf]

I think we have asked Jan before about that and the answer was that Genmabs royalty will stay the same

[Solsen]

Yes thats also my expectation.

[Bulder]

Fornuftig taktik ikke at sætte prisen for højt fra starten. De kan sagtens erhverve +5% markedsforøgelse, som kan betale Halo's royalty. Bliver det en stor succes, er prisen jo ikke statisk.