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Genmab — Maj 2021

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • E Offline
    E Offline
    E_L
    wrote on sidst redigeret af
    #1158

    no, I don't know @Sukkeralf, have been pondering that question myself... and even though I consider Genmab only a tiny little bit Dutch as well, I feel I support the Dutch biotechs already by more then a normal fair share
    lol

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    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #1159

      old Halozyme press release on patent https://www.halozyme.com/investors/news-releases/news-release-details/2010/Halozyme-Announces-Issuance-of-US-Patent-for-rHuPH20-Enzyme-Platform/default.aspx

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      • E Offline
        E Offline
        E_L
        wrote on sidst redigeret af
        #1160

        If royalty rates indeed start dropping by 50% from 2024, that makes a big difference in importance of the arbitration case (at least for me; i did not take this into account)

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        • troldmandenT Offline
          troldmandenT Offline
          troldmanden
          wrote on sidst redigeret af
          #1161

          Naturligvis sukker 🙂

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          • S Offline
            S Offline
            Sukkeralf
            wrote on sidst redigeret af
            #1162

            Regardig PP my thought was back then that maybe it was a bit hard to sit in that position with the almighty Jan as CEO and former head of research ! I could be hard to set your own footprints....

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            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #1163

              yea, that would be the logical thought, agree, specially if you see how PP keeps bringing up in various interviews etc how he was the inventor for many of the Genmab antibodies, it feels a bit as if he needs/ craves that feeling of recognition

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              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #1164

                Halo Q3 '19: The rHuPH20 patents expires in Europe in 2024 and in the US in 2027. In general, our royalty term continues until the latter of the last expiring rHuPH20 patent or 10 years post first commercial sale.

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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #1165

                  If rHuPH20 exclusivity expires during this 10 year term. There is a step down in the royalty rate of approximately 50% from expiry until the end of the 10-year term. And it's this design that allows us to project meaningful royalty revenues even beyond 2027. And there's also the potential to obtain additional co-formulation patents on certain novel at partner product, potentially extending the mid single-digit royalty term up to 20 years post patent filing date.

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                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #1166

                    While each agreement is negotiated separately, and terms and conditions vary across the agreements. In general, the core formulation patents have the favorable effect on the duration of the royalty term and potentially delay the timing of the royalty step down.

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                    • BulderB Offline
                      BulderB Offline
                      Bulder
                      wrote on sidst redigeret af
                      #1167

                      Can we conclude that this makes the first part of the arbitration even lesser important, since royalty expires sooner or later. And that the question of dara-patent is THE most important issue of the arbitration?

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                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #1168

                        i am not sure, maybe there is a co-formulation patent as they write about and patent is even longer. a lot of annoying uncertainty...
                        😞

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                        • R Offline
                          R Offline
                          Rondo
                          wrote on sidst redigeret af
                          #1169

                          hvad er der lige der sker i dag...den går da helt amok ...godt jeg fik samlet lidt tyre igår... 🙂

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                          • K Offline
                            K Offline
                            kkjoel
                            wrote on sidst redigeret af
                            #1170

                            Ser nærmest ud som om der er en fredagsnyhed i støbeskeen... stigningen accelererede i al fald kraftigt efter us åbning 🙂

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                            • H Offline
                              H Offline
                              henrik48
                              wrote on sidst redigeret af
                              #1171

                              Enig og en fin start på weekenden 🙂

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                              • D Offline
                                D Offline
                                deleted-user
                                wrote on sidst redigeret af
                                #1172

                                What have you guys been discussing today?

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                                • R Offline
                                  R Offline
                                  Rondo
                                  wrote on sidst redigeret af
                                  #1173

                                  ingen der ved hvad der er under opsejling ?

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                                  • nohopeN Offline
                                    nohopeN Offline
                                    nohope
                                    wrote on sidst redigeret af
                                    #1174

                                    Tror bare det er en smule jordisk retfærdighed til de tålmodige GEN- investorer.

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                                    • G Offline
                                      G Offline
                                      gdn55
                                      wrote on sidst redigeret af
                                      #1175

                                      Hvis den ikke falder tilbage inden lukke aktionen, tror jeg der er nogen der ved noget, som vi almindelige ikke ved. Men vi får se, spændende.

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                                      • Helge_LarsenPI-redaktørH Offline
                                        Helge_LarsenPI-redaktørH Offline
                                        Helge_LarsenPI-redaktør
                                        wrote on sidst redigeret af
                                        #1176

                                        Nu må den endelig ikke stige mere i dag. Gør den det skal jeg høre om sønnens bull x 7 hele aftenen. 😉

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                                        • Helge_LarsenPI-redaktørH Offline
                                          Helge_LarsenPI-redaktørH Offline
                                          Helge_LarsenPI-redaktør
                                          wrote on sidst redigeret af
                                          #1177

                                          +25,83 i dag.

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