Genmab — Maj 2021

nohope

GEN er nu faldet 70 kr. i forhold til åbningskursen - og US er end ikke åbent endnu.

Vitus

Der er vel god grund til at være skuffet over kursreaktionen i dag, men så længe vildgiftssagen ligger som en dyne over Genmab, vil kursen ikke ændre sig væsentligt i forhold til nu....skal nok også ses i sammenhæng med manglende opjustering på baggrund af det flotte Q1. Kursudvikling og superlativer hænger ikke sammen.....

Riis7

Den ender nok i minus når us åbner:-)

kkjoel

Nej, men det kan du jo sige til ham, nohope. Good luck.

nohope

-næste gang jeg ser ham på den lokale bodega, skal jeg nok sige det.

Vitus

Når nu en voldgift har til formål at afslutte en tvist betydeligt hurtigere end en retssag, kan vi vel forvente en snarlig afgørelse....

Bulder

Novod på banen igen. Han anslår amivantamab peaksale $ 1,1 mia i den oprindelige indikation, som er meget lille. Winkel talte i går om at udvide indikationen til at omfatte 20% af al lungecancer. Hvis vi siger 10% til genmab, så kan man selv regne lidt på det.

Bulder

Winkel i går: But if actually that larger population would read out positively then the income profile is quite substantial.

E_L

what does Novod mean with the 'den oprindelige indikation'; does he mean only that smaller EGFR Exon 20 mutations population?

E_L

i see he also lifts peak Dara sales to $12.5bn from $10bn

Bulder

Yes, as Winkel also said: As we both know, the initial population in lung cancer is quite small. It's a subset of patients and a very small subset. I assume he's talking about exon20

E_L

ok, thanks. I wasn't sure that part on it's own was gonna be valued that much already by the analysts, so good to see
.

E_L

I have had high expectations for a long time for this. Jan seemed to think a summer approval is a possibility. Would be a nice holiday-news item.

E_L

On HexaCD38, there has always been some doubt in the back of my mind whether JNJ can really hold off their opt-in if results are really really good.

E_L

Suppose there is a clear and demonstrably large outperformance by HexaCD38 over Dara but JNJ has still not pulled the trigger; what will the market say? Patients and doctors? Can you deny them a drug that is really much better?

Sukkeralf

As NSCLC is such a big indikation - you could as always hope for some off label sales if we get an approval mid year

Sukkeralf

E L I think they can´t do that - i would guess the rights fall back to Genmab and that is written in the contract. Kind of mismanagement from Janssen

Sukkeralf

But that could be a good quenstion for Jan at the next Q&A

E_L

i hadn't even though about that- off label sales, good point

E_L

pls do ask! i have been wondering if this could be the case!