Genmab — Maj 2021
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Tak Gentogen. Det er en ordenlig smøre at komme igennem.
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Det erindres osse at Jan himself fornylig sagde (tror det var cc 2021Q1), at GEN ville få højere royalties (low double-digits, som jeg husker det) NETOP pga. at GEN havde skabt BEGGE de indgående antistoffer (der derefter er linket sammen). Han gentog ovenikøbet pointen og lød meget stolt over det!
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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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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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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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"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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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... -
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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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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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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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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•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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