Genmab — April 2022

[E_L]

TIVDAK sales Q1 22 $11.4mn, no guidance for the year https://investor.seagen.com/press-releases/news-details/2022/Seagen-Reports-First-Quarter-2022-Financial-Results/default.aspx (Q4 was
$6mn)

[E_L]

Seagen Q1 2022 presentation https://s21.q4cdn.com/327105422/files/doc_financials/2022/q1/SGEN-1QFY22-Presentation-28Apr2022.pdf

[E_L]

Seagen Inc. (SGEN) Q1 2022 Earnings Call Transcript https://www.fool.com/earnings/call-transcripts/2022/04/28/seagen-inc-sgen-q1-2022-earnings-call-transcript/

[Bulder]

Thx E L

[E_L]

Novo Nordisk to test key hemophilia drug in children in phase III - Mim8 - https://medwatch.com/News/Pharma___Biotech/article13966201.ece (we have seen this trial already; it was just set to 'recruiting')

[Bulder]

What do you think E L, is $11,4mn ok?

[E_L]

at the start of the launch for such a small indication, later lines, only US, AND offcourse the boxed warning I think it is not bad.

[Bulder]

ok

[E_L]

we need earlier lines and combination treatment and additional indications to see of it will really hit off, but it seems promising so far to me. They have the time now to figure out how to best deal with the eye problems while the indication is still small

[Bulder]

Der er gået sport i opjusteringer. Gad vist om Genmab vil spille med den 11.?

[Sukkeralf]

was it around 400 million dollars Jan mentioned as expected peak sale for TIVDAK in late line ?

[E_L]

did Jan say that? or
24/9 09:28
af Sukkeralf
In this Tivdak link they state that the approval come with a black box warning of ocular tox. That analyst project $300-400 million peaksales in second line for Tivdak. That the combination data seen at ESMO show promise for 1 line

[E_L]

this i couldn't read https://medwatch.com/News/Pharma___Biotech/article13744402.ece

[E_L]

plenty of analysts see it
$1bn +

[Sukkeralf]

Jan probably just said analyst expect that - he never says what Genmab expects

[Sukkeralf]

nothing in there - Jan just says its a small opportunity in 2 line..........and the first launch of a drug will help then when Epco gets approval cause its a big launch

[Helge_LarsenPI-redaktør]

Valuta: Dollar i stærkeste niveau siden 2016 https://www.proinvestor.com/investornyt/816212/valuta-dollar-i-staerkeste-niveau-siden-2016

[E_L]

I am not listening to the AbbVie call, but: Amy Brown
@ByAmyBrown
$ABBV also confirms it will seek talks with FDA about accelerated application for epcoritamab, anti-CD20 bispecific from $GMAB. https://twitter.com/ByAmyBrown/status/1520033764138749952

[Riis7]

det har været sjover og ha novo aktier end Genmab de sidste 5 år:-) flot regnskab igen fra novo...

[Bulder]

Lav omsætning, så skal der ikke meget til at rykke. I dette tilfælde nedad fra kl 16.15.