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  4. Genmab — Juli 2022

Genmab — Juli 2022

Planlagt Fastgjort Låst Flyttet Genmab
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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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                            0
                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #781

                              *in

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                              0
                              • D Offline
                                D Offline
                                deleted-user
                                wrote on sidst redigeret af
                                #782

                                Fra aftalen 2017 "Each party has the option to co-promote by employing up to 40 percent of the sales effort in the other party's territories."

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                                • SolsenS Offline
                                  SolsenS Offline
                                  Solsen
                                  wrote on sidst redigeret af
                                  #783

                                  Det ligner at Genmab kun booker salget i Japan. Fik ikke læst det hele i første omgang - beklager. Genmab har sagt at Seagan skal træne deres salgsfolk i US.

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                                  • B Offline
                                    B Offline
                                    bikube
                                    wrote on sidst redigeret af
                                    #784

                                    Over halvdelen af dagens hidtidige omsætning skete kl. 10,23, med en stigning fra 2630 til 2639, det var da noget af et hug.

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                                    • BulderB Offline
                                      BulderB Offline
                                      Bulder
                                      wrote on sidst redigeret af
                                      #785

                                      Er det ikke uden betydning hvem der booker hvad. De deler jo i porten alligevel.

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                                      • SolsenS Offline
                                        SolsenS Offline
                                        Solsen
                                        wrote on sidst redigeret af
                                        #786

                                        Jo men det var jo en del af diskussionen, hvornpr Genmab indtægtsførte salget.

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                                        • SolsenS Offline
                                          SolsenS Offline
                                          Solsen
                                          wrote on sidst redigeret af
                                          #787

                                          Tror der lidt prestige i at få lov at booke salget.

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