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  4. Genmab — April 2025

Genmab — April 2025

Planlagt Fastgjort Låst Flyttet Genmab
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    lahn1
    wrote on sidst redigeret af
    #168

    There is no record of any license agreement with Merck, hmm

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      Sukkeralf
      wrote on sidst redigeret af
      #169

      I think there are countries where the Duobody Technology is not patented - so you can probably do research without a licensing deal.

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        E_L
        wrote on sidst redigeret af
        #170

        $3.24bn....

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          E_L
          wrote on sidst redigeret af
          #171

          expectation i think was ~$3.05

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            E_L
            wrote on sidst redigeret af
            #172

            https://www.businesswire.com/news/home/20250414807799/en/Johnson-Johnson-Reports-Q1-2025-Results

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              E_L
              wrote on sidst redigeret af
              #173

              DARZALEX Q1 2025 US 1,829 Intl 1,409
              WW 3,237

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                E_L
                wrote on sidst redigeret af
                #174

                TALVEY Q1 2025
                US 68 Intl 18 WW 86

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                  E_L
                  wrote on sidst redigeret af
                  #175

                  TECVAYLI Q1 2025 US 105 Intl 46 WW 151

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                    E_L
                    wrote on sidst redigeret af
                    #176

                    RYBREVANT / LAZCLUZE Q1 2025 US 113 Intl 28 WW 141

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                      gentogen
                      wrote on sidst redigeret af
                      #177

                      RYBREVANT er med andre ord tredoblet

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                        E_L
                        wrote on sidst redigeret af
                        #178

                        i am not sure what part of it is Rybrevant as it is a combined figure with Lacluze now?

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                          E_L
                          wrote on sidst redigeret af
                          #179

                          Q4 was 101+21=122

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                            gentogen
                            wrote on sidst redigeret af
                            #180

                            Good point...

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                              gentogen
                              wrote on sidst redigeret af
                              #181

                              But pretty fine development all over

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                                E_L
                                wrote on sidst redigeret af
                                #182

                                slide 29 shows Current 2027 / 2028 market estimates for specific product sales -versus- internal forecast difference ~$1.8B / ~$2.3B : internal 2x higher , again this is for RYBREVANT / LAZCLUZE together https://s203.q4cdn.com/636242992/files/doc_financials/2025/q1/Final-JNJ-Earnings-Presentation-Q1-2025-Webcast.pdf

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                                  Stroka
                                  wrote on sidst redigeret af
                                  #183

                                  Genmab-partner overrasker positivt med salg af kræftmiddel https://proinvestor.com/investornyt/1303428/genmab-partner-overrasker-positivt-med-salg-af-kraeftmiddel

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                                    E_L
                                    wrote on sidst redigeret af
                                    #184

                                    CURE Today
                                    @cure_today
                                    Tune into our video with Dr. Elizabeth K. Lee , of
                                    @danafarber
                                    , as she discusses treatment with with Rina-S; the agent showed antitumor activity in heavily pretreated patients with advanced OvarianCancer https://x.com/cure_today/status/1911917382366282044

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                                      Sukkeralf
                                      wrote on sidst redigeret af
                                      #185

                                      BsAb webinar hos JNJ

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                                        Sukkeralf
                                        wrote on sidst redigeret af
                                        #186

                                        https://jnjstorydevelopingbispecificantibodies.splashthat.com/?sf220816209=1

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                                          E_L
                                          wrote on sidst redigeret af
                                          #187

                                          Barclays Buy Kr.2,100.00 Maintained 15-4-25

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