Genmab — Maj 2021

[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!

[Bulder]

If superdara is substantially better than dara it is out of the question, that jnj would NOT opt in. That would the scandal of the century.

[E_L]

Horizon earnings call on tepezza
https://www.fool.com/earnings/call-transcripts/2021/05/05/horizon-therapeutics-plc-hznp-q1-2021-earnings-cal/