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  4. Genmab — Juli 2022

Genmab — Juli 2022

Planlagt Fastgjort Låst Flyttet Genmab
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  • T Offline
    T Offline
    transalp
    wrote on sidst redigeret af
    #762

    Go morgen.. 🙂

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    0
    • J Offline
      J Offline
      JKY_VH
      wrote on sidst redigeret af
      #763

      Lad nu solen skinne på Genmab i dag og god morgen;-)

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      0
      • R Offline
        R Offline
        Riis7
        wrote on sidst redigeret af
        #764

        tror desværre det forsætter med at flytte over i grøn og tech og væk fra def aktier som novo og genmab

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        • J Offline
          J Offline
          JKY_VH
          wrote on sidst redigeret af
          #765

          Ja, det ser sådan ud pt.

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          0
          • R Offline
            R Offline
            Riis7
            wrote on sidst redigeret af
            #766

            US dollar falder os tilbage

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            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #767

              TIVDAK Q2 $17.2mn, YTD $28.6mn https://investor.seagen.com/press-releases/news-details/2022/Seagen-Reports-Second-Quarter-2022-Financial-Results/default.aspx

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              • R Offline
                R Offline
                Riis7
                wrote on sidst redigeret af
                #768

                medvind nu:-)

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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #769

                  TIVDAK launch progressing well
                  • Pleased with positive feedback from oncology community
                  • Well-positioned in 2L/3L setting; area of high unmet need
                  https://s21.q4cdn.com/327105422/files/doc_financials/2022/q2/revised/SGEN-2Q22-Presentation-28July2022.pdf

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                  • D Offline
                    D Offline
                    deleted-user
                    wrote on sidst redigeret af
                    #770

                    That will be all net sales and no collaboration rev. Wonder when Genmab will book first sale?

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #771

                      not sure; maybe they'll choose to let Seagen book all US sales, even if driven by Genmab co-promotion? would make accounting easier i would imagine? so we would have to wait for other approvals first , outside US?

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                      • D Offline
                        D Offline
                        deleted-user
                        wrote on sidst redigeret af
                        #772

                        Could be. I may ask Mr. Winkel at our next QA. The sales force at Genmab is hopefully busy practicing for Epco release. But would be nice to see some numbers to prove they are progressive now and not just pulling their monthly payment

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                        • D Offline
                          D Offline
                          deleted-user
                          wrote on sidst redigeret af
                          #773

                          I assumed Genmab would co-op in US

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                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #774

                            they co-develop and co-promote, but maybe they don't co-book 😉

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                            • SolsenS Offline
                              SolsenS Offline
                              Solsen
                              wrote on sidst redigeret af
                              #775

                              Seagen will be responsible for commercializing tisotumab vedotin and Genmab will receive royalties based on a percentage of aggregate net sales ranging from the mid-teens to the mid-twenties.

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                              • SolsenS Offline
                                SolsenS Offline
                                Solsen
                                wrote on sidst redigeret af
                                #776

                                https://ir.genmab.com/static-files/9491d368-6f92-4511-b2af-73f96aff7752 Side 130

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                                • P Offline
                                  P Offline
                                  ProinvestorNEWS
                                  wrote on sidst redigeret af
                                  #777

                                  Aktier/åbning: Vestas igen med fremme i grøn start for C25
                                  https://www.proinvestor.com/investornyt/857841/aktier-abning-vestas-igen-med-fremme-i-gron-start-for-c25

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                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #778

                                    no, depends on geography Solsen

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                                    0
                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #779

                                      Genmab is co-promoting Tivdak in the U.S. and will lead
                                      commercial operational activities in Japan. Seagen is leading commercial operational activities in the
                                      U.S. and will lead commercial operational activities in Europe and China. In these four markets there will
                                      be a 50:50 cost and profit split. In any other markets, Seagen will commercialize Tivdak and Genmab will
                                      receive royalties based on a percentage of aggregate net sales ranging from the mid-teens to the midtwenties. T

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                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #780

                                        so far we are only on the US

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                                        0
                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #781

                                          *in

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