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Genmab — Maj 2021

Planlagt Fastgjort Låst Flyttet Genmab
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  • K Offline
    K Offline
    kkjoel
    wrote on sidst redigeret af
    #998

    Så deeeet..... JnJs version udelader ÅBENLYST en uomgængelig og vigtig del af sandheden (men som altid vil man kunne fastholde at man ikke har løjet..) (festligt hvor barnligt og umodent såkaldt ANSVARLIGE firmaer kan optræder når det kommer til at fremstå innovativt og udviklingsfokuseret...)

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    • K Offline
      K Offline
      kkjoel
      wrote on sidst redigeret af
      #999

      Yup - det var Peter Welford, Jefferies, der spurgte: " I think, Jan said it was royalties of high single to low double. Is that an equivalent per term or so for the -- all of the J&J Duo bodies? Or does it -- does the royalty rate potentially vary by DuoBody?"

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      • K Offline
        K Offline
        kkjoel
        wrote on sidst redigeret af
        #1000

        Jan: "Then on amivantamab the royalty rate is different for the different DuoBody molecules. But you may remember Peter is that we have two different sets of agreements with Janssen. And I think 2012 and then and then in 2013 for a broader and broader set of DuoBody candidates for projects for Janssen. And the actually amivantamab is the one where we get the highest loyalty Peter from all the DuoBody molecules."

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        • K Offline
          K Offline
          kkjoel
          wrote on sidst redigeret af
          #1001

          "And the reason is that Genmab not only allowed access to the DuoBody technology platform by Janssen and to create panels of bispecifics. We also created -- physically created the eGFR arm and the CNET arm the panels with Janssen then used to build amivantamab from."

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          • K Offline
            K Offline
            kkjoel
            wrote on sidst redigeret af
            #1002

            Access to this page has been denied

            px-captcha

            favicon

            (seekingalpha.com)

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            • K Offline
              K Offline
              kkjoel
              wrote on sidst redigeret af
              #1003

              Nej, det har intet med voldgift og grumset at gøre. Det er bare JNJ der udlægger virkeligheden anderledes END virkeligheden 😉 Men de er ikke uenige om royalties såvidt vides. Ikke endnu ihvertfald. Så man skal nok ikke puste til bjørnen før den skindet skindet og rejser sig og truer...

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              • K Offline
                K Offline
                kkjoel
                wrote on sidst redigeret af
                #1004

                ..før den smider skindet...

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                • K Offline
                  K Offline
                  kkjoel
                  wrote on sidst redigeret af
                  #1005

                  😉

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                  • K Offline
                    K Offline
                    kkjoel
                    wrote on sidst redigeret af
                    #1006

                    Og tegn på dårligt samarbejde. Slet ikke. Bare et stort firma der på barnligste, kommercielle, vis fremhæver sig selv og underspiller andres vigtige fødder i scoringen. Lidt lissom' blærerøven i skolegården, der mente han alene lavede alle målene.. eller folk på de fleste direktørgange, som tildeler sig selv langt de største dele af overskudskagerne og skider på at HELE firmaet har været med!

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                    • K Offline
                      K Offline
                      kkjoel
                      wrote on sidst redigeret af
                      #1007

                      Måskeeeee... men det er man jo ikke. Så derfor: no sweat. 😉

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                      • K Offline
                        K Offline
                        kkjoel
                        wrote on sidst redigeret af
                        #1008

                        Var det Bulder, der spurgte til suffixet i amivantamab: amivantamab-vmjw? Det er en tilfældig samling af bogstaver, som IKKE må have nogen mening og hvis funktion er at kunne skelne et biosimilært kopi-produkt fra det originale produkt. https://www.centerforbiosimilars.com/view/alphabet-soup-the-story-behind-biosimilar-nonproprietary-name-suffixes

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                        • K Offline
                          K Offline
                          kkjoel
                          wrote on sidst redigeret af
                          #1009

                          Og her FDAs skriv "Nonproprietary Naming Guidance", på s.10 står om suffixet. https://www.fda.gov/files/drugs/published/Nonproprietary-Naming-of-Biological-Products-Guidance-for-Industry.pdf

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                          • K Offline
                            K Offline
                            kkjoel
                            wrote on sidst redigeret af
                            #1010

                            Fra FDA-dok: Det SKAL "•Be unique•Be devoid of meaning •Be four lowercase letters of which at least three are distinct •Be nonproprietary•Be attached to the core name with a hyphen•Be free of legal barriers that would restrict its usage"

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                            • K Offline
                              K Offline
                              kkjoel
                              wrote on sidst redigeret af
                              #1011

                              Og det MÅ IKKE: "•Be false or misleading, such as by making misrepresentations with respect to safety or efficacy•Include numerals and other symbols aside from the hyphen attaching the suffix to the core name•Include abbreviations commonly used in clinical practice in a manner that may lead the suffix to be misinterpreted as another element on the prescription or order•Contain or suggest any drug substance name or core name..

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                              • K Offline
                                K Offline
                                kkjoel
                                wrote on sidst redigeret af
                                #1012

                                •Look similar to or be capable of being mistaken for the name of a currently marketed product (e.g., should not increase the risk of confusion or medical errors with the product and/or other products in the clinical setting)•Look similar to or otherwise connote the name of the license holder•Be too similar to any other FDA-designated nonproprietary name suffix"

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                                • S Offline
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                                  Sukkeralf
                                  wrote on sidst redigeret af
                                  #1013

                                  Godt fundet kkjoel

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                                  • S Offline
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                                    Stroka
                                    wrote on sidst redigeret af
                                    #1014

                                    ØU i dag: "Genmab - Hold Aktuel kurs: 2389,00 Genmab er steget siden kursbunden i 1902 i begyndelsen af marts. Men stigningen har endnu ikke elimineret det forudgående fald, og kursen har heller ikke passeret modstanden ved 2450".

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                                    • Helge_LarsenPI-redaktørH Offline
                                      Helge_LarsenPI-redaktørH Offline
                                      Helge_LarsenPI-redaktør
                                      wrote on sidst redigeret af
                                      #1015

                                      Fra Janssens artikel: Dr. Knoblauch is hopeful that the drug will prove to be an effective treatment for other types of cancer, as well.

                                      “There are several other types of tumors we can explore where one of the same genes that our bispecific binds to is overexpressed,” he says. “I’m looking forward to seeing if there is potential for this drug to help patients with other types of cancers, too.” https://www.jnj.com/innovation/journey-to-fda-approval-non-small-cell-lung-cancer-treatment

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                                      • S Offline
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                                        Skyggen
                                        wrote on sidst redigeret af
                                        #1016

                                        Det kunne være JNJ ikke vil skubbe for meget til Genmab kursen med valideringen af duobody teknologien, hvis JNJ’s regnedrengene er ved at regne på et købs tilbud

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                                        • S Offline
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                                          Skyggen
                                          wrote on sidst redigeret af
                                          #1017

                                          🙂

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