Genmab — November 2020

[E_L]

good. already enough competition lol.

[Solsen]

Var der nogen der fik udregnet Tapezzas royalty ?

[E_L]

i started it, got to the YTD Tepezza sales of $476.3mn and then decided to look at the rest tomorrow, sry

[peter12]

Ok det bliver 5,9 dvs 6% ?

[Solsen]

TEPEZZA was launched by Horizon Therapeutics in 2020. Royalties, which are based on net sales, amounted to DKK 178 million for the first nine months of 2020.

[Solsen]

Ser ud til at være rigtig

[E_L]

another puzzle solved

[E_L]

I guess we should assume a fixed % going forward? (ie no tiered royalties)

[Helge_LarsenPI-redaktør]

Til alle jer som endnu ikke er Plus-supporter: https://www.proinvestor.com/donation

[Solsen]

Iam not 100% sure. But we havent heard of tiered royalty from JW. But Horizon reported they had bought a tiered royalty - think it was from Roche or River Vision.

[E_L]

Biogen up 43%, or +$16bn on potential Alzheimer drug approval by FDA, makes me a little bit more curious how the Dara alzheimer trial is going

[Plimsoller]

Jan van de Winkel om nyt guldhåb: “Vi føler os mere og mere sikre på, at vi har et molekyle, der er best-in-class”

Genmabs topchef Jan van de Winkel tror på, at han kan slå rivalerne Regeneron og Roche i kapløbet om at komme på markedet med et ny antistof til behandling af lymfekræft, og han lægger op til, at sels

borsen.dk (borsen.dk)

[Plimsoller]

Winkel føler sig mere og mere sikker på at de har et "best in class" molecule der kan tage kampen op med Regeneron og Roche.

[Legolas23]

Den underliggende adds i US steg 10.50%. selvom det er under fin volumen vil vi nok kun se en stigning i morgen på et par procent .

[Darvin]

Winkel siger egentlig at epcoritamab i den grad kommer til at matche Darzalex! I det mindste at vi har meget at glæde os til

[Helge_LarsenPI-redaktør]

God morgen.

[bibob]

God morgen.

[transalp]

Go morgen..

[Helge_LarsenPI-redaktør]

Torsdagens aviser med Vestas, Genmab og Danske Bankhttps://www.proinvestor.com/investornyt/669315/torsdagens-aviser-med-vestas-genmab-og-danske-bank

[bibob]

OncLive: Sagar Lionel. BCMA-targeting drugs. https://www.onclive.com/view/bcma-targeting-drugs-take-center-stage-in-myeloma?utm_source=sfmc&utm_medium=email&utm_campaign=11-4-20_OncLiveSS_CFS Conference Coverage eNL_Unsponsored&eKey=amFuYm9ydXAxOTc4QGdtYWlsLmNvbQ==