Genmab — Marts 2021

[E_L]

ie what was the previous fastest MS launch? and how much did they do in their first year?

[E_L]

'Multiple sclerosis drug Ocrevus has been hailed as the most successful launch in Roche's history, earning blockbuster status in its first 12 months on the market.'

[AaBforever]

NBI rammer nu laveste niveau siden start dec 20:-(

[Solsen]

GSK was a nightmare !

[Solsen]

Horizon er dagens lyspunkt. Og så det gode vejr

[E_L]

i am actually a bit surprised by Jan's comment that it could be the fastest MS launch, as I had the impression it wasn't going that smooth...

[Bulder]

Kan nogen huske hvor meget Tepezza royalty Genmab havde med i guidningen for nylig? Med HRZN's forventning på over 1,275 mia$ kommer det til at indbringe ½mia DKK.

[Solsen]

Havde de ikke Tapezza og Kesimpta slået sammen til 5-700 mln

[E_L]

they did not explicitly split that but said 'DKK400 million to DKK600 million relates to TEPEZZA and Kesimpta. And as you just highlighted, this represents 40% growth compared to 2021.' in the call

[E_L]

lol

[E_L]

anyway, i think we concluded here in the chat that that was too low

[JørgenVarnæs]

Don’t mention excess cash flow - Jan will just spend the money immediately

[Solsen]

God investments are always welcome;-)

[Solsen]

+o

[Bulder]

If Kesimpta sale is $200 million, Genmab will get more than DKK 600 million in royalty together with Tepezza.

[E_L]

that looks like a fair calculation.

[Solsen]

Surely. I think they where a little cautiously about Tapezza due to covid-19 obstracles.

[Bulder]

Så gik NBI i grønt på min skærm, men det er nok en fejl.

[E_L]

i think we may have to wait until Tuesday; it looks as if no fund manager wants to show Genmab on it's books for quarter end lol, hopefully they will come back for Q2

[Bulder]

HRZN op 8%+