Genmab — Juni 2020

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

kkjoel

Think they should look to the vast experience in the music industries - so there THEY could go børnehaveklasse..

kkjoel

Not "full monty", but "full børnehaveklasse".. is the new black.

kkjoel

Whoever thought fb meant
facebook...?!

Solsen

Just read some of Abbvies history. They are quite offensive in the M&A field. Last year they bought Allergen for $63 bn - yah a good partner we have

E_L

Dara SC by JNJ EVP at GS conference from minute 18 https://kvgo.com/GSHC/johnson-johnson-june-2020

Sukkeralf

Yes solsen they are very aggressive - the price for pharmacyclics years ago was also very high.

Sukkeralf

But they also have shown a more problematic side - when they skipped Galapagos JAK1 inhibitor and went forward with there own JAK1 compound. So quite liked the Q about similar BsAbs in their own pipe being similar to Genmabs

Sukkeralf

Now at least they know that we are looking out for that - and Jan also said that he really hoped that was not the case. And Nigel also said NO to that Q

E_L

would be fun to know what other companies were in the race for the deal

kkjoel

GB, det seneste Bloomberg kursmål jeg har er 1395 fra slut-17. Er de holdt op med at dække eller er jeg bagved kurven?

Solsen

I en ny artikel i børsen slås det fast at: "De projekter, der er i discovery-fasen, altså endnu ikke i klinisk udvikling, vil Genmab gennemføre fase 1-forsøg med, og Abbvie har option på at kunne komme med i videreudviklingen af midlerne" - citat slut.

kkjoel

Sukker - jeg bemærkede at han svarede meget kort, noget a la "we don't think at that" (kunne godt tolkes: for the time being), istedet for noget mere kategorisk. Måske man kunne lægge noget i det?