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  4. Genmab — Juli 2022

Genmab — Juli 2022

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • 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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                              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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                                      • BulderB Offline
                                        BulderB Offline
                                        Bulder
                                        wrote on sidst redigeret af
                                        #785

                                        Er det ikke uden betydning hvem der booker hvad. De deler jo i porten alligevel.

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                                        • SolsenS Offline
                                          SolsenS Offline
                                          Solsen
                                          wrote on sidst redigeret af
                                          #786

                                          Jo men det var jo en del af diskussionen, hvornpr Genmab indtægtsførte salget.

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