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Genmab — Maj 2020

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • S Offline
    S Offline
    Sukkeralf
    wrote on sidst redigeret af
    #1255

    https://www.ascopost.com/issues/may-10-2020/bispecific-antibodies-poised-to-impact-treatment-of-lymphoma-and-other-blood-cancers/

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    • BulderB Offline
      BulderB Offline
      Bulder
      wrote on sidst redigeret af
      #1256

      Tak sukker. Rart med samling på tingene 🙂

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      • E Offline
        E Offline
        E_L
        wrote on sidst redigeret af
        #1257

        Educational theme | Monoclonal antibodies for the treatment of multiple myeloma https://multiplemyelomahub.com/medical-information/educational-theme-monoclonal-antibodies-for-the-treatment-of-multiple-myeloma

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        • SolsenS Offline
          SolsenS Offline
          Solsen
          wrote on sidst redigeret af
          #1258

          ADCs IPO i $19 https://finance.yahoo.com/m/aa62ce39-db78-3b7c-9bda-53e4c6e4d971/adc-therapeutics-prices-ipo.html

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          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #1259

            https://www.fiercebiotech.com/biotech/what-pandemic-adc-s-233m-listing-biotech-ipos-keep-rolling this has a bit more on Cami

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            • K Offline
              K Offline
              kkjoel
              wrote on sidst redigeret af
              #1260

              Tak EL. Rart med opsummering af mAb feltet/stofferne indenfor MM.. for os der ikke er helt stive i det hele 🙂

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              • K Offline
                K Offline
                kkjoel
                wrote on sidst redigeret af
                #1261

                Fandt nedenståen i securities filingen fra ADC - ikke uinteressant vist, der blev talt om det herinde for nylig (GENs mulighed for at forhandle de 25%). https://www.sec.gov/Archives/edgar/data/1771910/000114036120009738/nt10009045x3_f1.htm

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                • K Offline
                  K Offline
                  kkjoel
                  wrote on sidst redigeret af
                  #1262

                  "Risks Related to Our Relationship with Third Parties / Our rights to Cami are subject to our collaboration and license agreement with Genmab, and there can be no assurance that we will maintain the rights to develop or commercialize Cami. / Our collaboration and license agreement with Genmab requires a divestment of Cami, in which Genmab has a 25% interest, following 60 days, and no later than 65 days, after the database lock for the Phase 1/2 clinical trial, which occurred on April 2, 2020."

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                  • K Offline
                    K Offline
                    kkjoel
                    wrote on sidst redigeret af
                    #1263

                    "See “Business—License and Collaboration Agreements—Genmab Collaboration and License Agreement.” The agreement sets out a defined process to facilitate the divestment of Cami by licensing the rights thereto to a third party, subject to Genmab’s right of first opportunity to negotiate to acquire Cami in full. This process includes the opportunity for both parties to bid for the license rights alongside third parties."

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                    • K Offline
                      K Offline
                      kkjoel
                      wrote on sidst redigeret af
                      #1264

                      "Both parties are required to use commercially reasonable efforts to complete and maximize the value obtained in this process. Therefore, our rights to Cami are subject to our collaboration and license agreement with Genmab, and there can be no assurance that we will apply for regulatory approval of or commercialize Cami."

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                      • K Offline
                        K Offline
                        kkjoel
                        wrote on sidst redigeret af
                        #1265
                        1. forekomst af "Business—License and Collaboration Agreements—Genmab Collaboration and License Agreement"
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                        • K Offline
                          K Offline
                          kkjoel
                          wrote on sidst redigeret af
                          #1266

                          Så gad vide om der SKAL forhandles indenfor de 65 dg fra 02.04, eller om det "partial clinical hold" (omtalt i Fiercebiotech artilen EL linkede til 17:15)
                          gør at det hele udskydes?!

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                          • K Offline
                            K Offline
                            kkjoel
                            wrote on sidst redigeret af
                            #1267
                            1. forekomst...
                              henviste til at interesserede selv kunne fremsøge i nævnte securities filing.
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                            0
                            • K Offline
                              K Offline
                              kkjoel
                              wrote on sidst redigeret af
                              #1268

                              I hvert fald vel interessant at GEN har kontraktsikret førsteret for at forhandle cami 100% hjem igen. Nogen der kan sige noget om hvor normal og/eller dyrt det måtte være?

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                              • K Offline
                                K Offline
                                kkjoel
                                wrote on sidst redigeret af
                                #1269

                                Hvis data er gode.. kunne det måske være en fornuftig måde at bruge noget af formuen på?!

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                                • L Offline
                                  L Offline
                                  lahn1
                                  wrote on sidst redigeret af
                                  #1270

                                  Fik du nogle ADCT Solsen ? den åbnede i $30

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                                  • troldmandenT Offline
                                    troldmandenT Offline
                                    troldmanden
                                    wrote on sidst redigeret af
                                    #1271

                                    Det er hvis meget normalt med sådan en rettighed. At både ADC og Genmab har rettighed til at byde på hele stoffet forud for en ekstern partner

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                                    • troldmandenT Offline
                                      troldmandenT Offline
                                      troldmanden
                                      wrote on sidst redigeret af
                                      #1272

                                      Men en clinical hold med sjældne men alvorlige sygdom, så mudre det nok billedet ganske meget. At skulle smide et stort beløb upfront
                                      for at købe den anden part ud

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                                      • SolsenS Offline
                                        SolsenS Offline
                                        Solsen
                                        wrote on sidst redigeret af
                                        #1273

                                        Puha det ser svært ud, når 2/47 får en autoimmun sygdom. Dead money kunne jeg frygte. Og cd19 P deres lead program er heller ikke let.

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                                        • L Offline
                                          L Offline
                                          lahn1
                                          wrote on sidst redigeret af
                                          #1274

                                          Har heller ikke købt ,men 60% oppe første dag tager jeg gerne på en fredag

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