Genmab — Maj 2022

[E_L]

https://aacrjournals.org/cancerrescommun/article/doi/10.1158/2767-9764.CRC-22-0083/694767/Redirecting-T-cell-activity-with-anti-BCMA-anti In conclusion, our data show that BCMA expression is not only limited to MM, but can also be detected to various levels on other B-NHL subtypes and CLL. [] CLL cells, which expressed low levels of BCMA could be efficiently targeted by teclistamab, providing proof of principle that BCMA-directed therapies might be beneficial for other B-cell malignancy patients

[E_L]

besides MM.

[Bulder]

Thx E L. JnJ submitted bla around new year. Do we know any pdufa date? And do we know royalty rate?

[E_L]

no, i don't think we have a PDUFA. they got FDA Breakthrough Therapy Designation
Jun21, dec BLA; I am hoping we can get an approval this summer? Royalty i now think 4-5% (given that Amivantamab is between 8% and 10%) ?

[Solsen]

I belive Amivantamab i higher than 10% at best. And I belive 6-8% on tec. Iam always optimistic

[E_L]

that is what i thought until i read in the last annual report "m. Under our agreement with
Janssen, Genmab will receive milestones
and royalties between 8% and 10% on net
sales of RYBREVANT."

[E_L]

and then i thought teclistamab is possibly half of that.

[Solsen]

Ok When JW says double digit on Ami its 10%

[ProinvestorNEWS]

Aktier/middag: Mærsk højere og Pandora lavere efter regnskaber https://proinvestor.com/investornyt/818399/aktier-middag-maersk-hojere-og-pandora-lavere-efter-regnskaber

[anncba]

Nogen der ved, hvorfor Genmab er faldet så meget over de seneste par uger? Er det markedet generelt eller er der noget udfra tal, der skuffer? Det kan da ikke være eftervirkninger fra voldgiften (troede vi var ovre den?)?

[Bulder]

But 5% on tec isn't much. We must hope that it will a be combo partner with dara in stead of competitor in the early lines. In the late lines it will be a perfect treatment for dara resistant pts.

[StockBull]

NBI er faldet 10% de sidste 3-4 uger. Stigende renter.

[deleted-user]

@anncba - husk nu, at Genmab forsat har mulighed for, at anke afgørelsen. Så det er forsat for tidligt, at sætte det endelige punktum i den sag. Genmab vil meddele markedet, når de enten anker eller accepterer udfaldet af voldgiften.

[anncba]

Ja tænkte også, at det var markedet generelt og ja selvfølgelig rigtigt det med anken. Tak for jeres svar. Vidste ikke, om jeg havde missede nogen nyheder. Men I plejer at være gode til at holde vi andre up to date. Tak for det.

[E_L]

Horizon Therapeutics plc Reports First-Quarter 2022 Financial Results https://ir.horizontherapeutics.com/news-releases/news-release-details/horizon-therapeutics-plc-reports-first-quarter-2022-financial?utm_source=TW&utm_medium=social&utm_campaign=PressRelease- -- TEPEZZA (teprotumumab-trbw) Net Sales of $501.5 Million --

[deleted-user]

down with almost 20 % from Q4 2021?

[deleted-user]

Q3 2021 616 mUSD....we had the peak after less than 12 months

[E_L]

they stick to their target of full-year 2022 net sales percentage growth in the mid-30s, so it might have been expected, need to look into it, there was offcourse a big H2 last year after the production disruption in H1

[E_L]

they might have caught up with that and now on 'normal' trajectory. i am sure they'll say something in their webcast this afternoon, which i am sure you will listen to for us

[deleted-user]

Ok. Yes they maintain all year target that provided a little comfort.... damn I got a very important appointment with my garden this afternoon