Genmab — Juni 2020

[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?

[Solsen]

Heri henviser JW også til lignende tidligere aftaler som Janssen og Genentech. Som bekendt endte godt med at forgylde Genentech ejerne

[Solsen]

JW nævner også at de forventer at indsende ansøgning om godkendelse i første indikation for epco i 2022.