Genmab — Juni 2018

[Sukkeralf]

My problem with Genmab right now is - that a long time ago when Genmab started these new adventures they promissed to be transparent. And they have managed that quite perfect all the way up but know when we start to see problems again they turn back to hiding thing and not telling much.

[E_L]

unfortunately they probably can not tell much more as they have to wait for JNJ for that info. JNJ controls.

[Mcjean]

What do you expect them to tell? They dont have acces to Dara and they most be silent if they dont want to go to court.

[E_L]

and JNJ have said all along they consider Genmab as good partners, clearly their strategy and communication so far could have been much better to help that good partner...

[Mcjean]

JNJ is not for kids, its for "growing ups"........do you talk they sue you:-)

[Sukkeralf]

I´m not thinking about solid tumours here

[Sukkeralf]

Im thinking in general

[Legolas23]

Er forsøgene
med BMS også væk ?

[E_L]

unfortunately i can not completely disagree with you, but i do think they are getting better and better at it. For example, look at their excellent annual report that contains so much info

[Mcjean]

But what can they possible say in general, they have nothing to talk about? TV and AXL are under way. Its not a coffee-club its business, the less you hear the more the work and the more the work the better change for succes so..........schhhhhhh let them work:-)

[Mcjean]

JNJ will of course not use money of something not working, its like i said some weeks ago very common to try again in maybe 5 or 10 years if they dont have another solution. Its only a little trail an not important general so why talk........the money will speak!

[Mcjean]

If you really are long you will of course by on this deep, its a great oppotunity in a market there dont know a shit about pharma!

[Mcjean]

buy on this deep

[E_L]

offcourse, that is not the point though, we had the miscommunication on Dara sales last year, now this clumsy communication on solids, you almost start thinking JNJ is doing it on purpose… surely they see the effect it has on Genmabs share price

[E_L]

i know Genmab is only small fish compared to JNJ but it is their partner in one of their top drugs

[Sukkeralf]

The problem with Dara in solid tumors is that we have been hammered so hard for this - and its hard not to ask why ? And I dont buy into peoples idea about it being shorters or whatever pulling us down.

[Sukkeralf]

or JNJ misinforming on purpose

[E_L]

unfortunately a lot of investors will not know the difference between solids, MM and all that ; they see a failure, they already had a 25% drop, and they flee. On top of that, they see in the newspaper that CART is going to cure cancer, so why would anyone need Dara? Markets are far from perfect...

[Sukkeralf]

But right now we lack buyers that understand that "everything is all right" - and there should be plenty of them as well

[Sukkeralf]

...and we dont see them at all - and this tells me that also many analyst had way to high hopes for Dara in solids even though they didnt have added any value in their models