Genmab — September 2018
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maybe just choose a strategy suitable for a biotech instead
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they are building a fully integrated pharma company. Choosing indications that require substantial resources and skills that are outside the core in GEN. It could not be more wrong if they tried
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which they seem to do - so we can kiss value creation goodbye
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this strategy is like pushing on a rope
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nope - this strategy requires extensive CMC, regulatory, legal, marketing, distribution etc skills that GEN do not have - on top of the sales org
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...so what you are saying could be interpreted as this - we build these skills and capacity. However, we will not use it when it really counts?
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Man hører det man vil høre. Genmab sagde udtrykkeligt at opbygning af salgsstyrke bliver målrettet de stoffer som har potentialet til det. Og at planen også var at dele det med en evt. Partner. De har også tidligere sagt at det i givet fald bliver en minimal salgsstyrke og at stoffet skal have milliarddollar potentiale. Det vil være målrettet hvert enkelt produkt. Sådan har jeg hørt det. De sagde samtidig at det aldrig bliver en stor styrke
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