Genmab — Juni 2020

[Bulder]

Det stod i pressemeddelelsen forleden

[E_L]

on epco : up to now we still get parties reaching out to us to start conversations to partner epco but we prioritised 1, blue chip with a lot of expertise in heamophilia area

[E_L]

"we will surprise the market with a very sizable upfront"

[E_L]

very interesting indeed on PD-L1/4-1BB , but also on the Novo nordisk Duobody, did he really say 50x better as others there?

[E_L]

Isatuximab also has an LBA at EHA for combi with Kd

[E_L]

i have a feeling it will be a large auction again today...

[E_L]

the Amivantamab
trial ads Chemotherapy Combination Cohort https://clinicaltrials.gov/ct2/history/NCT02609776?A=45&B=46&C=merged#StudyPageTop

[kkjoel]

He said 15 times better than Hemlibra.. whatever that means.

[kkjoel]

What was the sizable upfront on? (He actually said - as Bulder mentioned 15:17 - not going after upfront, but 50/50 deals!)

[E_L]

ok lol thks, still a LOT better

[E_L]

yes, that is what he said later , but he mentioned this on epco

[Solsen]

Hemlibra omsatte for 1,141 bn CHF hos Roche sidste år

[Solsen]

Its looking good all over. Did he say keep optimistic ?

[kkjoel]

He doesn't have to.. it's implicit w Jan

[kkjoel]

The day he expresses pessimism.. I'm out

[E_L]

it is hard NOT to be optimistic listening to Jan

[kkjoel]

Yeah, he's like cancen medicine AND uppers - all-in-one

[kkjoel]

cancer

[Solsen]

Its World-class

[E_L]

if PD-L1 x 4-1BB really is as good as he says it could be gold...