Genmab — Februar 2017
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the massive JnJ collaboration. This meanwhile it seems like money is being thrown after competing biotech firms in lucrative deals on bi-specific technology platforms. However, it is still worse that the new articulation clearly shows that any negotiations efforts (or prospects) from last year must have stranded. There is simply no other reason for changing such important words that have been repeatedly published in the exact same fashion quarter after quarter for years now.
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I have previously expressed my scepticism in particularly after Novartis when to Xencor and essentially slapped Genmab in the face by entering a rather big commercial deal after prolonged research sniffing by Genmab.We are being told that Duobody is world-class and that we must just be patient as big pharma will eventually wake up and "smell the coffee" as they scramble to sign commercial deals accepting the co-ownership that Winkel keeps demanding.
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However, the new downplayed narrative makes me even more sceptical that the requirement of opt-in is ostentatious. Genmab is simply falling behind rapidly advancing clinical research in competing biotech companies that were willing to offer better deal terms. Remember it is the early birds that catches the worms even if they are not the best hunters !!!!!
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Let me hurry up and underline that I remain bullish. I guess it is okay to be bullish on Darzalex plus the proprietary pipeline meanwhile growing increasingly sceptical on commercial grand-standing with regards to the technology platforms that in my humble view still requires one more profound commercial partnership to have the potential fully validated.
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Well see a few mistakes, it went a bit too fast, but I guess the meaning will transpire..
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Thank you for sharing your thoughts, David.
.I agree on most. If you have any questions to mr. Jan van der Winkel please do not hesitate to share them with us all tomorrow in the Q&A
If you have any questions regarding the procedure please do not hesitate to contact me at hl@
proinvestor.com Phone: +45 28 55 64 30
Thank you in advance.
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update reuters article, now $13bn http://www.reuters.com/article/genmab-results-idUSL8N1G77A1?type=companyNews&feedType=RSS&feedName=companyNews
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@el
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for you EL
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Forstår slet ikke de negative vibrationer nogle udsender. Udmeldingerne er så godt som i hak med det forventede og til den positive side. Snik snak om royalty - vi har gættet og om den er 12 eller 13 pct i det her leje er ligegyldigt. Det vi ved er hvad den er over 3 mia, nemlig 20 pct. At de kalkulerer med stigende omk til forskning, eller køb, er fuldkommen hvad der er forventet. Niveauet ligesådan. Ved godt at vi sætter barren højt, det skal vi, men for fanden. Realismen er det der bestemmer
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