Genmab — Maj 2020

[GeorgeBest]

Får Genmab også 10% på Teclistamab og Talquetamab? Der er vel kun dobbel digit hvis begge ben i duobodien er udviklet af Genmab (som Amivantamab).

[E_L]

"The royalty percentage varies from single digits to double digits and is different between the various programs…"

[GeorgeBest]

yes but I beleive
royalties are higher if both legs in the duo are developed by Genmab...

[E_L]

We know that pre-treatment with dara was found to enhance the efficacy of JNJ-957; the combination Tecli-DaraFaspro would improve the royalties

[GeorgeBest]

ofcourse

[E_L]

@10.57 that is only the case for amivantamab as far as i am aware

[GeorgeBest]

yes I agree

[Sukkeralf]

It could be an interesting question on next Q&A - if Jan could reveal any Genmab delivered arms to Janssens Duobodies. I guess its a no but you never no !

[Sukkeralf]

no = know

[Sukkeralf]

Since Genmab for a long time have been very interested in the CDC mechanism of antibodies with this focus on ofatumumab compared to rituximab. And off cause with the hexabody technology I wonder why they havent focussed on IgM antibodies ?

[Sukkeralf]

They are much more complex so maybe they have tried. Otherwise I would love to see them do a partnership with IGM Bioscience - it could be on their DR5/DR5 IGM antibody if Genmabs DR5/DR5 hexabody fails.

[Sukkeralf]

FC(F)(P(=O)(OCC)OCC)c2cc1c([nH]c(c1)C(=O)O)cc2

[E_L]

@11.17 i see no reaseon for him not to answer, for amivantamab it is explicitly stated on their website https://www.genmab.com/product-pipeline/products-in-development/amivantamab

[bibob]

Medicinrådet siger nej til Darzalex udfordrer fra BMS https://medwatch.dk/Medicinal___Biotek/article12152125.ece

[Sukkeralf]

Normally Jan likes to show off a bit - so when he dont itse probably because he cant ! He could say something without being specific

[E_L]

it is worth asking, just like the IgM question

[Solsen]

IgG half-life are much longer than IgM.

[Raun]

Må indrømme at jeg er blevet ramt af højdeskræk!..... Er det ikke lige i overkanten at Genmab er ikke mindre end 130 milliarder værd og handles med en P/E værdi over de 60?

[Solsen]

Jo, men flere må mene den er det værd. Analytikerne er sat af.

[Solsen]

Omsætningstallene har ikke været imponerende, når man tænker på det niveau vi er kommet i. Så sikkert let at rykke lindt rundt med. Men short tror ikke man sætter lige nu i større stil.