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Genmab — September 2020

Planlagt Fastgjort Låst Flyttet Genmab
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  • troldmandenT Offline
    troldmandenT Offline
    troldmanden
    wrote on sidst redigeret af
    #756

    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.

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    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #757

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

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      0
      • Helge_LarsenPI-redaktørH Offline
        Helge_LarsenPI-redaktørH Offline
        Helge_LarsenPI-redaktør
        wrote on sidst redigeret af
        #758

        Ditto.

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        • SolsenS Offline
          SolsenS Offline
          Solsen
          wrote on sidst redigeret af
          #759

          Imponerende hurtigt skiftet ser ud til at blive gjort på !

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          • Helge_LarsenPI-redaktørH Offline
            Helge_LarsenPI-redaktørH Offline
            Helge_LarsenPI-redaktør
            wrote on sidst redigeret af
            #760

            Enig Solsen. Næsten 1/3 del af salget.

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            • S Offline
              S Offline
              Sukkeralf
              wrote on sidst redigeret af
              #761

              Ja det er flot 🙂

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              • D Offline
                D Offline
                deleted-user
                wrote on sidst redigeret af
                #762

                Hvordan er udviklingen dag til dag i salget?

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                • S Offline
                  S Offline
                  Sukkeralf
                  wrote on sidst redigeret af
                  #763

                  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

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                  • S Offline
                    S Offline
                    Sukkeralf
                    wrote on sidst redigeret af
                    #764

                    would be nice if 2100 stands

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #765

                      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...)

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                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #766

                        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

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                        • S Offline
                          S Offline
                          Sukkeralf
                          wrote on sidst redigeret af
                          #767

                          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

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                          • K Offline
                            K Offline
                            kkjoel
                            wrote on sidst redigeret af
                            #768

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

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                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #769

                              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...

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                              • P Offline
                                P Offline
                                Plimsoller
                                wrote on sidst redigeret af
                                #770

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

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                                • K Offline
                                  K Offline
                                  kkjoel
                                  wrote on sidst redigeret af
                                  #771

                                  Den falder... 😉

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                                  • P Offline
                                    P Offline
                                    Plimsoller
                                    wrote on sidst redigeret af
                                    #772

                                    Det lyder overvejende sandsynligt 🙂 Du er lidt af en spåmand 😉

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                                    • G Offline
                                      G Offline
                                      GeorgeBest
                                      wrote on sidst redigeret af
                                      #773

                                      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.

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                                      0
                                      • G Offline
                                        G Offline
                                        GeorgeBest
                                        wrote on sidst redigeret af
                                        #774

                                        Da Genmab får max 20% i royalties, så kan Genmabs andel af skaden vel ikke overstige en 1/5-del?

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                                        0
                                        • K Offline
                                          K Offline
                                          kkjoel
                                          wrote on sidst redigeret af
                                          #775

                                          Præcis hvad jeg tænkte - det må vel være en forholdsmæssig del.. hvis der skal være NOGEN rimelighed til.

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