Genmab — Juni 2020

[kkjoel]

Ok, that's probably the angle - they are a "drugs company".. and later on when they get big for real, they want to be called "Big Pharma!

[Sukkeralf]

Yes first start to learn selling drugs in US and Japan and later on EU/RoW

[Sukkeralf]

Can anyone remember which Markets Genmab have when it comes to tisotumab vedotin - is it also US and Japan ?

[Sukkeralf]

Which would make sence - I just remember it opposite

[kkjoel]

So it's like a børnehaveklasse for BP?

[Sukkeralf]

He he .-)

[GeorgeBest]

I think SGEN have the US market in TV

[Bulder]

Seattle Genetics will be responsible for commercialization activities in the US, Canada, and Mexico, while Genmab will be responsible for commercialization activities in all other territories.

[Bulder]

https://ir.genmab.com/news-releases/news-release-details/genmab-and-seattle-genetics-co-develop-tisotumab-vedotin-solid/

[kkjoel]

He definitely mentioned/specified it at the cc yday.. but can't remember exactly what was said..

[Sukkeralf]

But also "Each party has the option to co-promote by employing up to 40 percent of the sales effort in the other party's territories. " for tiso

[E_L]

yesterdays comments on tiso made me feel they are already full-on planning the roll-out...makes me look forward to the data...

[kkjoel]

I am confident someone will link to the transscript soon.. normaly it's comes on seekingalpha..

[E_L]

not sure, it was not an earnings call, but a transcrijpt
would be helpfull...

[Bulder]

will there be a transscript?

[kkjoel]

Yes, sukker, sounds about right. That's a rather convoluted agreement in my book..

[Bulder]

They must be confident
about TV-data

[E_L]

i am not sure there will be a transcript is what i was trying to say

[Bulder]

The problem with these webcasts is that you don't understand the Q, due to low sound quality. Goes better with the A.

[kkjoel]

Also they often seem not to have a "producer" - the volume comes up and down with the microfone level of the individual analysts