Genmab — Maj 2016
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The following attends to the question raised by saini21:
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.. I’m notoriously known for my ideas with regards to the nature of the collaboration between Genmab and Gilead. There could be several reasons for the omission in the Q1 report. It although remains certain that we are looking at a deliberate action and not just an unfortunate mistake leading to the omission.
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The initial public confirmation of the existence of the partnership was likewise done in a highly controversial fashion… I pointed towards the existence of the partnership at least half a year before it was officially confirmed
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I finally also wrote about the peculiar way that Genmab decided to quietly disseminate the confirmation of the secret partnership with Gilead
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The partnership with Gilead represents a highly significant basis for substantiating the world class attractiveness of Genmab’s technology platforms. The partnership further represents a potential future value driver that would help to underpin our current position among the most successful biotech companies
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A substantial commercial deal with Gilead could be instrumental in propelling us towards Jan van der Winkels vision of creating an iconic biotech company.
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Gilead is in dire need of a pipeline boost after the recent demise of Zydelig induced by the occurrence of adverse side effects. The drug was otherwise heralded as holding the key to securing Gilead a solid foothold in oncology
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Gilead has undisputable large-scale ambitions in oncology and Genmab has an excellent strategic fit that could help Gilead leapfrog into the arena and directly join the big players
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It is only a short while ago that an American journalist speculated in the urgent need for partner or acquisition to realize the aggressive growth ambitions of Gilead. The CEO is under immense pressure and needs to ensure his legacy as a master dealmaker like his predecessor who literally transformed the company through the acquisitions
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of both companies and drugs...
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It was evident from the recent interview with the CEO that Gilead are very close to making a major move
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Genmab was not mentioned but it isn’t difficult to connect the dots and we will thus soon witness either a groundbreaking commercial deal or an outright takeover bid. However, the thing is that there are other parties who are also deeply “involved” in Genmab
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Denmark’s biotech darling is slowly becoming an international superstar and awareness of the massive value creation that is ongoing at the company grows. We will therefore soon see various companies scrambling to join the party and get a peace of the cake!
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I underline that this is pure speculation from my side. Just like it was speculation when I predicted rather early that Gilead was the secret partner. And just like it was speculation when I tried to raise awareness for the curious way that the partnership was initially announced and/or confirmed
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So to summarize, conclude and answer your question:
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It is seems very plausible to believe that there are good reasons for Gilead not being mentioned and that we will see "something" happening rather soon.
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Well, we will see. No one knows, we can of course only make educated guesses. I have a increasing feeling that Gilead might surprise with a major deal on a completely unexpected target or for a surprising disease area outside the scope of Genmab's regular comfort zone. I take notice of the collaboration with Novo and the recent progress in the collaboration with Lundbeck
to support this view -
I think that Jan van der Winkel has been cited several times for stating that prolonged research sniffing remains in the interest of the shareholders as the price of a deal increases along with the time spent evaluating the potential. This gives us the right to have absolutely massive expectations with regards to Gilead
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