Genmab — September 2020

[Mcjean]

JJ har tilbageholdt pengene da Genmab ikke kan forlange både at undgå Halo royalties og samtidig forlange at få royalties for patentet på Dara kombineret med Halo efter endt Dara-patent udløb. 6 mulige udfald er fremlagt i chatten. 4 udfald af tvisterne, forlig, eller at jorden går under.

[troldmanden]

Her er hvad Genmab skrev i PR ved hexa cd28 aftalen. Der nævnes patentudløb på dara også til 2031......

[troldmanden]

Should this occur, Janssen will pay Genmab a USD 150 million option exercise fee and up to USD 125 million in development milestones, as well as a flat royalty rate of 20% on sales of HexaBody-CD38 until a specified time in 2031, followed by 13-20% tiered royalties on sales thereafter.

[E_L]

yesterday i would have been really really excited about that 28% @Helge....

[Helge_LarsenPI-redaktør]

Ditto.

[Solsen]

Imponerende hurtigt skiftet ser ud til at blive gjort på !

[Helge_LarsenPI-redaktør]

Enig Solsen. Næsten 1/3 del af salget.

[Sukkeralf]

Ja det er flot

[deleted-user]

Hvordan er udviklingen dag til dag i salget?

[Sukkeralf]

Genmab is presenting at J. P. Morgan today and at Bersteins strategic decisions CEO meeting tomorrow - maybe some words from Jan could stop us going further down

[Sukkeralf]

would be nice if 2100 stands

[E_L]

Cami solids trial adds a combi arm with Pembrolizumab https://clinicaltrials.gov/ct2/history/NCT03621982?A=10&B=11&C=merged#StudyPageTop
(if that is still of interest...)

[E_L]

Borsen -Stær­ke salgstal for Gen­mabs kræft­sæl­lert: Trods mod­vind fast­hol­der Citi højt kurs­mål https://borsen.dk/nyheder/virksomheder/midt-i-modvind-kommer-staerke-salgstal-for-genmab

[Sukkeralf]

We just need very very good PD-L1/4-1BB data and then Genmab could say to JNJ that they can keep Darzalex.....Genmab dont spend time on drugs thats not a 10 BBB(10 Bagger-Block-Buster) ! Eat that

[kkjoel]

Dag-til-dag salget er steget med 3% (214,6 vs 218.2, 21 vs 22 dg).

[E_L]

lol, exactly. Dara will be only such a small % of earnings going forward, it really isn't worth our time That JPM call would be really interesting to listen to actually...

[Plimsoller]

Det bliver interessant at se hvad der sker med kursen når USA åbner.

[kkjoel]

Den falder...

[Plimsoller]

Det lyder overvejende sandsynligt Du er lidt af en spåmand

[GeorgeBest]

Det virker som om nogle i markedet mener Genmab skal bære hele byrden af JNJs betaling til HALO. Men når jeg læser følgende sætning,så vil jeg mene det er max. en 1/5-del af HALO betalingen som Genmab skal bære: Janssen has started reducing its royalty payments to Genmab by what it claims to be Genmab’s share of Janssen’s royalty payments to Halozyme for the second quarter of 2020.