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  4. Genmab — November 2023

Genmab — November 2023

Planlagt Fastgjort Låst Flyttet Genmab
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  • E Offline
    E Offline
    E_L
    wrote on sidst redigeret af
    #9

    https://www.fool.com/earnings/call-transcripts/2023/10/31/pfizer-pfe-q3-2023-earnings-call-transcript/ Pfizer (PFE) Q3 2023 Earnings Call Transcript 'They recently started two Phase 3 studies, one with tisotumab vedotin with -- in combination with pembrolizumab in advanced metastatic HER2-positive or HER2 bladder cancer. This is a program that we're very excited about. Already, tisotumab received previously breakthrough therapy designation in the U.S.'

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    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #10

      Obviously, we remain very confident that we will close Seagen toward the end of this year, beginning next year. I should point it out there's a significant interest now in ADCs because of the potential that they could replace most of the chemotherapeutics in the future for most cancer types. Seagen, obviously, has a significant track record with
      current approved ADCs from their laboratories.

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      • P Offline
        P Offline
        peter12
        wrote on sidst redigeret af
        #11

        Bladder mener jeg var der TV virkede bedst ? Men Seagen har deres egen ADC også i Bladder ?

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        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #12

          i don't think there is currently a tisotumab trial on bladder cancer. We know tissue factor is expressed on bladder tumors and we know from (the completed) InnovaTV 201 that TV had a high respons in bladder cancer, but i don't know of any plans of Ph3 trials for bladder.

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          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #13

            Maybe he made a mistake indeed and mixed it up with Enfortumab Vedotin which had very good bladder data at ESMO

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            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #14

              Jyske still positive https://www.jyskebank.dk/wps/wcm/connect/jfo/2fa1f4e9-90e5-41c0-8af6-d8fd177bdf65/Danske+Aktier+Oktober+2023+færdig.pdf?MOD=AJPERES&CACHEID=ROOTWORKSPACE.Z18_P20418S0N05640Q0MBPDFT1PE7-2fa1f4e9-90e5-41c0-8af6-d8fd177bdf65-oK5iULz

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              • troldmandenT Offline
                troldmandenT Offline
                troldmanden
                wrote on sidst redigeret af
                #15

                Ja. Og jyske har PE 30 på 2023 forventning. De har PE 38 for novo 2023 forventninger. Novo kommer de dog til at justere op

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                • K Offline
                  K Offline
                  Klarussen
                  wrote on sidst redigeret af
                  #16

                  @thanks for the update E L on Jyske Banks recommendations 🙂

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                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #17

                    TIVDAK Q3 '23
                    $23mn , $64mn YTD 'TIVDAK growth reflects continued uptake in its current indication.' https://www.businesswire.com/news/home/20231101283813/en/Seagen-Third-Quarter-2023-Financial-Results-Reflect-Strong-Product-Sales-Growth-and-Significant-Portfolio-and-Pipeline-Progress

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #18

                      so we should end up ~$90mn for the year, not bad for the current
                      indication.

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                      • L Offline
                        L Offline
                        lahn1
                        wrote on sidst redigeret af
                        #19

                        Hvad er Gmabs royalty på TV?

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                        • B Offline
                          B Offline
                          bikube
                          wrote on sidst redigeret af
                          #20

                          Er det fordi renten i USA vender ned, at kursen nu endelig vender op?

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                          • StockBullS Offline
                            StockBullS Offline
                            StockBull
                            wrote on sidst redigeret af
                            #21

                            50%

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                            • StockBullS Offline
                              StockBullS Offline
                              StockBull
                              wrote on sidst redigeret af
                              #22

                              Genmab omsatte for 332 mil usd i 2022

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                              • StockBullS Offline
                                StockBullS Offline
                                StockBull
                                wrote on sidst redigeret af
                                #23

                                332 mil kr

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                                • troldmandenT Offline
                                  troldmandenT Offline
                                  troldmanden
                                  wrote on sidst redigeret af
                                  #24

                                  Genmab får ikke royalties af TV. De bogføre 50% af oms, men står så tilsvarende for udgifter til supply chain, salg og marketing og fortsættende kliniske studier. Så der er nok lidt vej endnu inden break even

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                                  • StockBullS Offline
                                    StockBullS Offline
                                    StockBull
                                    wrote on sidst redigeret af
                                    #25

                                    Ja hvis der kun er solgt for 64m usd for første 9 mdr når de nok ikke 332 mil kr for 2023 så tilbagegng i.f.t 2022

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                                    • StockBullS Offline
                                      StockBullS Offline
                                      StockBull
                                      wrote on sidst redigeret af
                                      #26

                                      Men usd var også ret høj i 2022 så nok derfor de 332 mil

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                                      • StockBullS Offline
                                        StockBullS Offline
                                        StockBull
                                        wrote on sidst redigeret af
                                        #27

                                        Eller er de 64 m usd til hver. Total 128 mil

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                                        • L Offline
                                          L Offline
                                          lahn1
                                          wrote on sidst redigeret af
                                          #28

                                          Tak, det rigtigt 🙂 Seagen rapporterede 16$ M sidste pr samme Q , såå det er vel kun deres 50%, man rapporterer vel også kun de revenues man kan bogføre ift egne omkostninger?

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