Genmab — Januar 2018

[E_L]

so predictable this... enjoying my Heineken, thanks Mcjean #hik

[Vitus]

Ja, jeg tror heller ikke det bliver den store kursændring, når dagen er omme....

[Mcjean]

Give me one please, i need it

[Sukkeralf]

Guidance fra Genmab bliver godt nok spændende - og hvilke ord Jan evt. knytter til den.

[E_L]

and maybe they have some extra colour on potential VMP combo in US...

[E_L]

I could imagine JNJ pushing that combination hard when approved, would also help their falling Velcade sales

[E_L]

but for now I put it at 0

[E_L]

in US

[E_L]

conference call JNJ in 10mins https://edge.media-server.com/m6/p/347xb5wh

[Mcjean]

I'm too drunk

[Bulder]

Hvordan er det nu med ejerskabet til Velcade. Er det ikke Takeda's? Og har JnJ rettighederne til det hele eller kun noget af markedet?

[Sukkeralf]

Takeda har sikker i asien

[Bulder]

Men i JnJ regnskabet er ikke anført noget under US? Kun Intl.

[Mcjean]

https://www.reuters.com/article/us-jj-takeda-recall/jj-takeda-recall-batches-of-cancer-drug-velcade-idUSTRE6AI4IK20101119 afsnit 4

[Mcjean]

J&J sælger Row og ikke i US

[Bulder]

Tak, så det er Millennium/Takeda i USA.

[Mcjean]

yep

[E_L]

yes, i got that the wrong way around, found this somewhere "JNJ is a partner in the original development and sale of bortezomib, which gives it 50% of the sales in Japan as well as 77% of the sales in Europe. Takeda takes 100% of the sales in the US"

[E_L]

so that ruins my nice plan for a US push by JNJ... sorry...

[Bulder]

thx