Genmab — Maj 2020

[Helge_LarsenPI-redaktør]

Enig Bulder.

[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.