Genmab — Juli 2020

[Legolas23]

Kunne Genmab ikke invistere ved at opkøbe Seattle Genetics

[E_L]

@Solsen what do you mean with "Men Genmab har opt in efter at de har kigget på data" They are still at the 25% aren't they?

[kkjoel]

Og jeg tænkte de have opted-ud ved medd. fra 2015.....

[kkjoel]

Ja, forrygende kursudv. Er ikke just til at blive i dårligt humør over. Drikker dog "kun" et restglas 10 års Cotes du Rhone i aften. Må så tage revanche senere på ugen med stor Bourgogne eller Bordeaux..

[E_L]

we are supposed to get news if they have increased to 50% or not. This should have happened already early june, but there was a clause that it could be delayed, i think to early august

[E_L]

delay seems logical , given the FDA hold

[Stroka]

For vildt. .Der strømmer købere til i disse tynde luftlag. Sælgerne holder sig tilbage.

[kkjoel]

EL, is the op-in/out deadline on a fixed date? .. thought it was linked to the clinical progress (ie end of Ph X)?

[bikube]

I U S er der også ny ATH på 34,40 = 2264Dkk. Det ggår da i det hele taget godt i dag. 5 af mine 6 største har sat ATH i dag.

[Solsen]

Ops in when Genmab have seen data. What JW told us recently.

[E_L]

i think it was , i got that from the ADCT IPO material at the time

[E_L]

ok, thks, i thought you meant it already happened and i missed it

[Solsen]

Genmab owns 25% of this antibody and has the right to potentially increase ownership based on the clinical data. We currently await further data from ADC Therapeuctics with this exciting compound.

[Solsen]

From the last PI Q&A with Genmab

[Helge_LarsenPI-redaktør]

Transcript from Q&A: https://nbg1.your-objectstorage.com/proinvestor-dev/forum/ir/cms/QA-Genmab 2020-05-11.pdf

[BioShare]

Igen en stærk luk i kurs 2.263

[E_L]

yea, i know that. prospectus more detailed https://www.sec.gov/Archives/edgar/data/1771910/000114036120009738/nt10009045x3_f1.htm

[E_L]

have fun

[Helge_LarsenPI-redaktør]

[kkjoel]

Tnx guys, for "upclearing" that