Genmab — Juli 2022
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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 -
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 -
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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Aktier/middag: Rockwool og Vestas bidrager på grøn dag
https://www.proinvestor.com/investornyt/857874/aktier-middag-rockwool-og-vestas-bidrager-pa-gron-dag -
Enig Solsen. Tænker også der er prestige i principal-titlen og det, at bogføre nettoomsætning i stedet for netto profit, øger trods alt toplinjen mest. Så er det naturligvis også interessant, at følge investeringen i salgsapparatet og de mange personer der er nyansat. Det skal skabe afkast præcis som investeringer i RD. Jeg kalder det monitorering af Jan
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I øvrigt - en detalje. Af 2017 aftalen fremgår der 50:50 split af "costs and profits". Bliver det ikke umuliggjort, når man indblander faste royaltysatser i visse områder.... Spøjst
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Seagen earnings call transcript https://www.fool.com/earnings/call-transcripts/2022/07/29/seagen-inc-sgen-q2-2022-earnings-call-transcript/
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