Genmab — Juni 2023

[E_L]

@lahn1 JNJ opting in to Hexabody-CD38 would be by far the easiest and i imagine would get a very positive market reaction. It proofs JNJ believes in the product and they will take over all development and costs. But lately i have been wondering more and more if it could not be more profitable for Genmab to develop it themselves for the areas you mention...

[E_L]

Definately more risky, more own investments, but in potentially very profitable areas of disease with full profit...

[E_L]

But the choice is not in their hands anymore, it's all op to JNJ now

[Bulder]

I think it’s a bit strange that genmab accepted these limitations should jnj choose not to opt in.

[Klarussen]

Børsen: "Eli Lilly har indgået en aftale om at købe Sigilon Therapeutics, hvilket har fået aktien i sidstnævnte til at stige med 700 pct. i det amerikanske formarked." De skulle have budt på Genmab.

[E_L]

That originated from the earlier agreement on daratumumab, where I assume Genmab agreed they would not be allowed to compete with dara in that space with another product...

[E_L]

There is good reason Jan only wants 50/50 deals going forward, they learned...

[E_L]

and to be honest, they had no choice at the time, circumstances where very different as you know , they had no negotiating power

[Pensionisten]

@g

[Pensionisten]

@gdn55 - et supplerende spørgsmål til dit indlæg 14:32: Hvor i mine indlæg ser du, at jeg forventer Genmab fortsat vil falde? Mig bekendt, har jeg kun kommenteret på den udvikling, der er sket

[Sukkeralf]

Lets not forget Janssen did a perfect job developing daratumumab fast and kicked both Sanofi and Morphosys drug candidates. Genmab picked the right partner for sure and we just need 5 more years income…….please

[Pensionisten]

@Sukkeralf. Hvor har du ret - men det er jo trådt lid i baggrunden efter 2 tabte voldgifter

[Bulder]

Når der skal trækkes lod med 3 kugler i hatten, hvor de 2 er grønne, den ene rød, så er der størst sandsynlighed for at trække en grøn. De 2 grønne er vundet appel og hex38 ta’r kegler. Den røde er: Ingen af delene.

[E_L]

I fully agree Sukkeralf, JNJ have done an amazing job and helped genmab survive. But they also did a great job making that deal at the time, with the leverage they had (and I can't blame them for that
)

[bikube]

Hov - Genmab blev grøn !!

[gdn55]

Til Pensionisten. Det kan være jeg bare ikke har forstået din måde at udtrykke sig på. Jeg har desværre kun gået ni år i skole, så du må have mig undskyldt

[Pensionisten]

Så er vi stort set ligestillede… jeg er årgang 53

[gdn55]

Jeg årgang 55

[Pensionisten]

Så er du jo forholdsvis ung

[Bella1]

Farvel til SB for denne gang og god sommer, - tak for mange gode råd. Håber vi hører fra dig snart igen