Genmab — Januar 2019

[E_L]

mabye i am taking it too positive?

[Bulder]

Thx

[Bulder]

maybe "towards the clinic" is not the same as "into the clinic"

[E_L]

yea, that is why i wrote 09:41, you may be right

[kkjoel]

Exactly. Towards is VERY different from into!

[kkjoel]

Kommer der mon et transscript af JPM indlægget? På GEN hjemmeside?

[wermuth]

DNB følger da fint op på købsanbefaling, med at være netto køber af hele 1 aktie

[Sukkeralf]

E L - I guess the two 4-1BB duobodies will enter the clinic this year and the duo-hexabody IND by year end and start of clinical trial 2020.

[E_L]

that would certainly be good enough for me @Sukkeralf !

[E_L]

so expect data DR5/DR5 2nd half 2019

[E_L]

expect data CD3xCD20 end year on dose escalation phase

[E_L]

SC formulation CD3xCD20
: to reduce potential peak cytokine levels. (let's see if that can differentiate the product?)

[E_L]

meanwhile we tested the 1093 break out level; would be nice if we can hold that now (but that is probably also a bit optimistic )

[gentogen]

På Jans slide med prioriteringer for 2019 er formuleringen "File INDs or CTAs for 3 new products"

[peter12]

Holo mentioned an undisclosed ph 3 SC trial end of year ? https://s21.q4cdn.com/250105458/files/doc_presentations/2019/HALO-010919-JPM_FINALv2.pdf

[E_L]

@peter12 that 2nd chart on p10 is rather impressive isn't it?

[kkjoel]

De er 10 års eksklusivitet/patentbeskyttelse
man får på sc dara, ikke sandt? Dvs. a' slav' på æ' task: 2020-2030?

[kkjoel]

Så hvis vi siger indtægter fra 20-29 på 4+5+6+7+8+9+9+9+9+9 (med topsalg på 9, for nu ikke at være overoptimistiske) er det lig $75 mia ~ 487,4 mia. DKK.

[kkjoel]

Og indtægter de følgende 10 år (30-39) med jævnt faldende omsætning (qua stigende generisk konkurrence): 9+8+7+6+5+4+3+2+1= $45 mia. ~ 292 mia. DKK.

[peter12]

@EL its an analyst estimate, so I dont t
rust it ...