Genmab — Juni 2019

[Sukkeralf]

E L whats your take on Genmab doing investor presentation but for the first time in a very long time or maybe first time ever no webcasts - thats very strange and hard to believe just is a coincidence?

[Sukkeralf]

And with 3 out 4 investor presentations being involved in Genmabs Nasdaq listing

[E_L]

i am not sure you should read too much into it; we had some presentations that were not made public. Also, they just changed their investor relations team, that could be a factor

[E_L]

they have given us a lot of info in the last meetings and Q1 review, i doubt there will have been more in those presentations we havent seen

[E_L]

not sure what your 2nd question is?

[Sukkeralf]

Only one question - the next was just information !

[Solsen]

Roadshow before IPOs is usual

[E_L]

ok

[Solsen]

Novod med en frisk melding fra fronten:

[Solsen]

Patient recruitment in one arm of the DREAMM6 study with GSK's GSK916 anti-BCMA ADC in MM put on temporary hold by FDA – to resume recruitment in July

[Sukkeralf]

nice Solsen

[E_L]

yes, we'll see a roadshow, but i doubt we will see those presentations either?

[Solsen]

Det skulle være Revlimid armen, der er ramt af neutropenia dødsfald

[Sukkeralf]

The worry part of this is not becasue of stock going down - but that sparkels it ! Its mostly because Genmab suddenly asks for money and they suddenly havent talekd about that.

[E_L]

offcourse. it is very unpleasant. and i certainly hope we get clarification, but until we do, i can not judge if it is a + or a - .

[E_L]

i can only judge the Nasdaq listing, as that is a certain fact now, and that is a + to me.

[Solsen]

Hvorfor skal investorer altid opfatte investeringer som negative. De skal jo bruge penge på noget de mener er værd at smide penge efter. Tro mig det er ikke for sjov de laver denne øvelse, men fordi de mener aktionærerne er tjente med det.

[E_L]

agree. you have a link on that GSK?

[troldmanden]

tak for dine indputs sukker. Men selv i det tilfælde de misser de 2 store salgs milestones i år (den på 2,5 mia burde være tæt på 99% sikker) så har de jo stadig maaaaaser af likvider i nkassen. Det er ikke sådan de står og kigger ned i dybet

[troldmanden]

Selv hvis de vælger at tage de 2 stoffer et skridt videre selv, så kommer det stadig ikke til at koste over 2 mia frem til og med 2021. Og i den samme periode vil dara stadig stige hvorfor kassen vil blive stadig størrer