Genmab — Februar 2024
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Interesting EL - still some life in the mab's / tabart development sphere
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mon ikke Jan er blevet lidt håndsky efter tabet af faspro? Den slags løfter kan nemt medføre sagsanlæg
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tilsammen har de 2 en krigskasse, der kan løfte lidt af hvert. Ikke siden zalutumumab har GEN lagt "dollars to donuts" - og jeg har savnet vilje til udvikling fra GENs side
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Vi er nok alle irriteret over kursen ikke er over 3000. Aktiekursen har sit eget liv, som JW siger. Vi kan ikke pege på en præcis årsag til at kursen roder rundt hernede. I min optik er kursen for lav. Men hvornår det bliver bedre vil jeg ikke gætte på.
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Masser af R, begrænset D og tungetunge administrationsomkostninger
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var det ikke Novod, der kaldte set-uppet for "døde penge"
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the 50/50 split Genmab wants is a significant hurdle for partnerships with big pharma i believe. and very possibly one of the reasons some of the larger bi-specific deals we have seen over the last few months were not with genmab technology. But i can't blame them for pursuing 50/50, after what happened with JNJ, i would also not want to be in a position like that again...
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But it's really not that hard - once you have run the safety/dose escalation part of the clinical development, you are in a very different place negotiation-wise. GEN has done very little of this. In fact, it seems they need to partner with other companies to have the necessary tech to even get programs into the clinic
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Apart from hexa - when was the last time we saw results from the clinic on new programs?
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how is KYSO the same as the need to enter 50/50 partnerships to get something off the ground?
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