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  4. Genmab — Juli 2022

Genmab — Juli 2022

Planlagt Fastgjort Låst Flyttet Genmab
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  • 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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    0
    • 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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                                • 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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                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #781

                                      *in

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                                      • D Offline
                                        D Offline
                                        deleted-user
                                        wrote on sidst redigeret af
                                        #782

                                        Fra aftalen 2017 "Each party has the option to co-promote by employing up to 40 percent of the sales effort in the other party's territories."

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                                        • SolsenS Offline
                                          SolsenS Offline
                                          Solsen
                                          wrote on sidst redigeret af
                                          #783

                                          Det ligner at Genmab kun booker salget i Japan. Fik ikke læst det hele i første omgang - beklager. Genmab har sagt at Seagan skal træne deres salgsfolk i US.

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