Genmab — Januar 2021
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we know that at Q3 20 Novo said: Regarding the FVIII-mimicking antibody project, Mim8, we have despite a COVID-19 related period of delay in phase 1, caught up with the timelines and are now in phase 2 in hemophilia patients with or without inhibitors, hemophilia A patients.
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Have we had any indications of the royalty rate and milestone payments?
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Regulatory and sales milestones up to 250M $ according to this https://ir.genmab.com/news-releases/news-release-details/genmab-enters-commercial-license-agreement-novo-nordisk-duobody/
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Single digit royalties
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JPM expects data during 2021 - any indications when?
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Der er ikke nogen, der har hørt om tidspunktet på evt. readout på MIM8? Primary completion er først engang i 2023 - en noget lang horisont syntes jeg
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Når vi nu er igang med nye anvendelser af Genmabs antibodies, så havde LU AF82422 Primary completion i december 2020. Måske der også er bid i Parkinson...?
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2021 blev bl.a. nævnt flere steder i deres investor præsentation 30 okt, og Bertrand Delsuc smed nogle relevante på Twitter https://www.google.dk/url?sa=t&rct=j&q=&esrc=s&source=web&cd=&ved=2ahUKEwij-ae8lpLuAhXM-yoKHaXCDKkQFjAAegQIAxAC&url=https%3A%2F%2Ftwitter.com%2Fbertrandbio%2Fstatus%2F1322150635635154944&usg=AOvVaw1Jb9eyVVOtvRXBHvWga2OY tænker man start dato og antal deltagere, samt egne slides er det nik 2 halv 2021
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God morgen.
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Asien: Udsving efter kamp mellem
stimulushåb og nye coronabekymringer. https://www.proinvestor.com/investornyt/670963/asien-udsving-efter-kamp-mellem-stimulushab-og-nye-coronabekymringer -
Mandagens danske avisuddrag med Matas, Nemlig og Vellivhttps://www.proinvestor.com/investornyt/670964/mandagens-danske-avisuddrag-med-matas-nemlig-og-velliv
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Aktier/tendens: Udsigt til rød åbning efter fredag med rekordhttps://www.proinvestor.com/investornyt/670973/aktier-tendens-udsigt-til-rod-abning-efter-fredag-med-rekord
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Tak Darvin
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