Genmab — Juni 2019

[Solsen]

Develop until proff of concept. Phase 1 I belive. Not that expensive.

[StockBull]

ok, so thats the reason Genmab need additional finds

[Sukkeralf]

This could also be an explanation why Genmab needs more money - they could possibly be rather close to a clinical candidate

[StockBull]

funds

[Solsen]

No

[Sukkeralf]

PoC normally is phase IIb

[Sukkeralf]

in cancer maybe just phase II data

[Sibelius]

But 20% flat royalty to 2031 (first 10 years) right of the bat - not bad.

[Solsen]

No competition from a new product to Darzalex with lower royalty.

[Sukkeralf]

But it will take several years to go through clinical trials and to get approval - so maybe only a few years at 20%. The faster Genmab get going the better

[mobbyduck1]

det ligner ihvertfald en eller anden form for validering af Hexa-Body platformen

[Parasitism]

Tår man satse på, at dette er nyheden, som skal give 1200 noget modstand i den positive retning

[Parasitism]

Tør man *

[Solsen]

Hvorfor give en aftale uden vederlag her og nu, hvis ikke man har andre ting i gang med JNJ - eller læser jeg forkert ?

[Solsen]

Har man været flink ved JNJ og sagt tak for samarbejdet ?

[Parasitism]

Jeg synes personligt det dufter af en del-aftale, Solsen

[Bella1]

Noget større må være nært forestående

[Solsen]

Additional details of the collaboration are not being disclosed and this news does not materially impact Genmab’s 2019 Financial Guidance

[Solsen]

JNJ kunne sikre sig inden en budkrig …

[Solsen]

På den ene side beder man måske markedet om penge og på den anden side laverman gratis aftaler.