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  4. Genmab — Juli 2022

Genmab — Juli 2022

Planlagt Fastgjort Låst Flyttet Genmab
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  • S Offline
    S Offline
    Stroka
    wrote on sidst redigeret af
    #761

    God morgen. 🙂

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    • T Offline
      T Offline
      transalp
      wrote on sidst redigeret af
      #762

      Go morgen.. 🙂

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      0
      • J Offline
        J Offline
        JKY_VH
        wrote on sidst redigeret af
        #763

        Lad nu solen skinne på Genmab i dag og god morgen;-)

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        • R Offline
          R Offline
          Riis7
          wrote on sidst redigeret af
          #764

          tror desværre det forsætter med at flytte over i grøn og tech og væk fra def aktier som novo og genmab

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          • J Offline
            J Offline
            JKY_VH
            wrote on sidst redigeret af
            #765

            Ja, det ser sådan ud pt.

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            • R Offline
              R Offline
              Riis7
              wrote on sidst redigeret af
              #766

              US dollar falder os tilbage

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              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #767

                TIVDAK Q2 $17.2mn, YTD $28.6mn https://investor.seagen.com/press-releases/news-details/2022/Seagen-Reports-Second-Quarter-2022-Financial-Results/default.aspx

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                • R Offline
                  R Offline
                  Riis7
                  wrote on sidst redigeret af
                  #768

                  medvind nu:-)

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                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #769

                    TIVDAK launch progressing well
                    • Pleased with positive feedback from oncology community
                    • Well-positioned in 2L/3L setting; area of high unmet need
                    https://s21.q4cdn.com/327105422/files/doc_financials/2022/q2/revised/SGEN-2Q22-Presentation-28July2022.pdf

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                    • D Offline
                      D Offline
                      deleted-user
                      wrote on sidst redigeret af
                      #770

                      That will be all net sales and no collaboration rev. Wonder when Genmab will book first sale?

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                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #771

                        not sure; maybe they'll choose to let Seagen book all US sales, even if driven by Genmab co-promotion? would make accounting easier i would imagine? so we would have to wait for other approvals first , outside US?

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                        • D Offline
                          D Offline
                          deleted-user
                          wrote on sidst redigeret af
                          #772

                          Could be. I may ask Mr. Winkel at our next QA. The sales force at Genmab is hopefully busy practicing for Epco release. But would be nice to see some numbers to prove they are progressive now and not just pulling their monthly payment

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                          • D Offline
                            D Offline
                            deleted-user
                            wrote on sidst redigeret af
                            #773

                            I assumed Genmab would co-op in US

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                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #774

                              they co-develop and co-promote, but maybe they don't co-book 😉

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                              • SolsenS Offline
                                SolsenS Offline
                                Solsen
                                wrote on sidst redigeret af
                                #775

                                Seagen will be responsible for commercializing tisotumab vedotin and Genmab will receive royalties based on a percentage of aggregate net sales ranging from the mid-teens to the mid-twenties.

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                                • SolsenS Offline
                                  SolsenS Offline
                                  Solsen
                                  wrote on sidst redigeret af
                                  #776

                                  https://ir.genmab.com/static-files/9491d368-6f92-4511-b2af-73f96aff7752 Side 130

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                                  • P Offline
                                    P Offline
                                    ProinvestorNEWS
                                    wrote on sidst redigeret af
                                    #777

                                    Aktier/åbning: Vestas igen med fremme i grøn start for C25
                                    https://www.proinvestor.com/investornyt/857841/aktier-abning-vestas-igen-med-fremme-i-gron-start-for-c25

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                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #778

                                      no, depends on geography Solsen

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                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #779

                                        Genmab is co-promoting Tivdak in the U.S. and will lead
                                        commercial operational activities in Japan. Seagen is leading commercial operational activities in the
                                        U.S. and will lead commercial operational activities in Europe and China. In these four markets there will
                                        be a 50:50 cost and profit split. In any other markets, Seagen will commercialize Tivdak and Genmab will
                                        receive royalties based on a percentage of aggregate net sales ranging from the mid-teens to the midtwenties. T

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                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #780

                                          so far we are only on the US

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