Genmab — Februar 2025
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Jan on GEN1042 -I can tell you that not only we, but also Biontech is very excited about what we have seen up to now with 1042 -- great potential for combining 1042 with different ADCs -- we'll need a bit more data to get a better feeling for durability, but a high level of excitement.
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So: Effective January 1, 2025, Genmab and Pfizer agreed to amend
the License and Collaboration Agreement and
the Joint Commercialization Agreement for
Tivdak, assigning Genmab sole responsibility
for the development and commercialization of
Tivdak for second line plus recurrent or metastatic
cervical cancer in Europe and all other
regions globally, excluding the United States and the China region. -
Jyske om dagens aktie Genmab "Vi vurderer, at på aktiens nuværende kursniveau får investorer hele pipelinen samt nogle af de allerede lancerede produkter gratis." https://www.jyskebank.dk/finansnyt/morgennyt/7b36b205-0095-4232-9f06-b95718b64493/!ut/p/z1/rVRdc6IwFP0t--BjJgFikL4hdq3id3UleXGApjQtCRYR6_76DTI7S53t2p3KS3Jv7j3nzJ17gAwGkKmwFElYiEyFqY4pI5uZ2cNG5x5N-rOuhebLkf990VsYy6kNf0DahdTdR8PBAa4vVTP9jD74XKT72aUSqinsDymwAdel4Ae4Ulkutf77CnEbiwdI7cgikYnaACGnDbBpmcB5RARETts2OhHB2LHg3SUGH_2NYe2NN_PV7UL37g
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Tæller option exercise fees som milestone/reimburdement revenue? Undrer mig lidt over, at spændet ikke er større, hvis der potentielt er $150 m forskel på et ja eller nej. Men den afgift er måske slet ikke med i guidance?
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(de guider med 140-185 m)
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From the annual report on the authorization to acquire treasury shares: Shares available for repurchase as of December 31, 2024 1,678,147. So they can start buying I guess, but not for the full 1.9mn they intend to buy, and then they can get additional AGM approval for the last part
in March?
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