Genmab — September 2024

[Solsen]

Ja https://event.webcasts.com/starthere.jsp?ei=1684920&tp_key=0f4504e688&tp_special=8

[JKY_VH]

Tak for opmuntrende info. Nu mangler vi bare, at markedet tager det ind, men det skal nok komme:-)

[nohope]

Markedets begejstring ligger noget under niveauet hos Proinvestor.

[E_L]

@lahn1 he said 60 - 70 staff on due diligence

[E_L]

also, global ovarian cancer drugs market size was ~$2.5 Billion in 2023, so having a block buster already only in that market isn't yet realistic i think

[Solsen]

Nu skal vi se data på efterårets konferencer.

[Raffles]

Ang. Rina-s potentiel BB salg - jeg mener at Anthony Pagano sagde det samme på Q2 conference call. Altså at BB var ved salg i flere indikationer.

[E_L]

it
surprises me each time that no analysts ask Jan if there is a back up plan for hexabody-cd38 if JNJ does NOT opt in. But anyway, maybe they'll never need one...

[Raffles]

Som jeg hørte der kommer der snart endnu et Profound Bio molekyle i klinikken.
05:36 inde sagde JvdW: “We looked at the complete pipeline. There was not only the lead molecyle in the clinic but actually two others moving into the clinic AND a third one, which will move into the clinic imminently, is a bispecific ADC. All with brilliant preclinical data”

[lahn1]

EL oh no now I am loosing all confidence in them

[gentogen]

I suppose they know, that Jan would never reveal anything about a plan B (I am pretty sure they have a very good plan B and C and D)....

[lahn1]

Lige nu skal der ikke dannes tvivl om HEXCD38, derfor skal der slet ikke diskuteres plan B eller C. Men hvad kunne plan B eller C være?

[JKY_VH]

Enig nohope 10.06, og umiddelbart tænker jeg at markedets manglende begejstring vel kun overgås af din manglende begejstring?

[E_L]

it's probably true Jan wouldn't really answer it @gentogen
. i would still ask it

[Sukkeralf]

You often wonder why analyst font ask all kinds of questions. Jan said yesterday when talking about HexCD38 that they dont need JNJ to take the option. But thats certainly not the stock owners view and thats probably where Jan disappoint me the most.

[Bulder]

Opløftende: Der skal kun 2 hex38 studier til for at dække 80% af MM-markedet, og med frontrunner programmet in mente samt anvendelse af MRD neg som endpoint, kan det hele gå meget stærkt.

[E_L]

i think it is fair to say that the JNJ opt-in speed and the trial speed for Hexa-cd38 was misjudged from the start. And there are plenty of explanations for that, like slow/difficult recruitment due to covid, but also due to the ridiculous success of Dara (making it so hard to find Dara naive patients), the arbitration offcourse and the strategic importance of this for JNJ.

[E_L]

I think that Genmab could have explained a bit better the potential for GEN3014 outside of the area reserved for JNJ , to decrease the risk of the JNJ opt-in.

[E_L]

But right now i don't really need that anymore as we will probably know in 6 month or so what will happen and in that time we will also see data for Acasunlimab and Rina-S. We need to wait for that anyway. And i also think that potential Acasunlimab success/good data could completely revalue some of the other pipeline assets.

[E_L]

The Inclacumab trial completed, curious if we will see anything on this https://clinicaltrials.gov/study/NCT04935879?tab=history&a=11&b=12&compareMode=sideBySide#version-content-panel