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  4. Genmab — Juli 2022

Genmab — Juli 2022

Planlagt Fastgjort Låst Flyttet 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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    • 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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          0
          • 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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                            0
                            • 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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                                0
                                • 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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                                    0
                                    • 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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                                        • B Offline
                                          B Offline
                                          bikube
                                          wrote on sidst redigeret af
                                          #784

                                          Over halvdelen af dagens hidtidige omsætning skete kl. 10,23, med en stigning fra 2630 til 2639, det var da noget af et hug.

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