Genmab — Juli 2022
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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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Aktier/middag: Rockwool og Vestas bidrager på grøn dag
https://www.proinvestor.com/investornyt/857874/aktier-middag-rockwool-og-vestas-bidrager-pa-gron-dag -
Enig Solsen. Tænker også der er prestige i principal-titlen og det, at bogføre nettoomsætning i stedet for netto profit, øger trods alt toplinjen mest. Så er det naturligvis også interessant, at følge investeringen i salgsapparatet og de mange personer der er nyansat. Det skal skabe afkast præcis som investeringer i RD. Jeg kalder det monitorering af Jan
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I øvrigt - en detalje. Af 2017 aftalen fremgår der 50:50 split af "costs and profits". Bliver det ikke umuliggjort, når man indblander faste royaltysatser i visse områder.... Spøjst
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Seagen earnings call transcript https://www.fool.com/earnings/call-transcripts/2022/07/29/seagen-inc-sgen-q2-2022-earnings-call-transcript/
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og her har jeg gået og troet det skulle være en 50/50 aftale. Bemærker endvidere, at Genmab bogfører "sales" i Japan. Det må være direkte på toplinjen som det eneste sted
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Rod? Måske. Men nu er det ikke en citronmåne der skal deles
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Distribution and efficacy of ofatumumab and ocrelizumab in humanized CD20 mice following subcutaneous or intravenous administration https://www.frontiersin.org/articles/10.3389/fimmu.2022.814064/full?utm_source=S-TWT&utm_medium=SNET&utm_campaign=ECO_FIMMU_XXXXXXXX_auto-dlvrit
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