Genmab — Juli 2022

[Sukkeralf]

Maybe a competitor for Horizon at a later stage in TED

[E_L]

Janssen Announces New Data Supporting Safety and Efficacy of RYBREVANT and Lazertinib Combination for Patients with Non-Small Cell Lung Cancer and EGFR Mutations https://www.prnewswire.com/news-releases/janssen-announces-new-data-supporting-safety-and-efficacy-of-rybrevant-and-lazertinib-combination-for-patients-with-non-small-cell-lung-cancer-and-egfr-mutations-301593280.html

[deleted-user]

Hvad hjælper det JnJ sender en PR kl. 15.29, når E L har breaket 14:53.....

[E_L]

haha really? maybe they want us to proof-read it first

[deleted-user]

Haha. I would like to subscribe E L when its possible

[E_L]

joking aside, it is important data on the road to approval outside of
the EGFR Exon 20 patients

[deleted-user]

Do you calculate NAV for Amivantamab these days?

[ProinvestorNEWS]

USA/åbning: Walmart falder til bunds i rødt marked efter nedjustering
https://www.proinvestor.com/investornyt/855566/usa-abning-walmart-falder-til-bunds-i-rodt-marked-efter-nedjustering

[bikube]

Og $ stiger nu 7,35.

[deleted-user]

Tillykke til Uttrup. Endnu en dansk etapesejr

[E_L]

JNJ recently repeated they expect peak sales over $5bn LLi, at 8-10% royalty. Further approval is key ofcourse, and i am not sure how far they could get there, but it could be bigger as Kesimpta

[kkjoel]

EL, wasn't Amivantamab royalties "low double digit"? (translating to 10-12%, I imagine)

[E_L]

4/5 10:57
af E L
that is what i thought until i read in the last annual report "m. Under our agreement with Janssen, Genmab will receive milestones and royalties between 8% and 10% on net sales of RYBREVANT."

[deleted-user]

Thx. So we got a NAV around 50 pts. and a max. at 250 pts

[E_L]

Ik think that is fair, what's 250dkk, roughly $2,2bn? On top of my head, in 10-15yrs it could make $30-35bn FV, discounted at a decent risk rate?
Further approvals should slowly unlock that

[deleted-user]

That assumption seems sober. Its so easy to see the future via my beloved BA II plus

[E_L]

Lol, you an old accountant or something? I grew up with an HP 28 haha, but as I am sitting next to the pool i have to use my own -small- brain

[deleted-user]

yeah a (young) old accountant with a degree in finance. Wow. An HP28 thats original. I guess that is just a bit more recent than the abacus Helge grew up with Enjoy the pool time. Over and out.

[E_L]

that Hexelect article Peter posted earlier was reviewed by 2 Seagen employees https://www.nature.com/articles/s41587-022-01401-3 (behind a paywall)

[ProinvestorNEWS]

USA/lukning: Tunge aktiefald inden Fed-nyt og tech-regnskaber https://www.proinvestor.com/investornyt/855861/usa-lukning-tunge-aktiefald-inden-fed-nyt-og-tech-regnskaber