Genmab — Juni 2019

[E_L]

not sure if i am writing this very clearly here lol, but you know what i mean i hope

[Sukkeralf]

You could be right about that - but it will only be a few years before Darzalex run out of patent protection and then maybe Janssen will put all effords on Hexa-CD38

[Sukkeralf]

Thats probably also why Genmab could negotiate the 20% until 2031

[E_L]

yes, could be, i was thinking similarly. But surely they will keep selling some Dara for years to come, even if off-patent. (I could not exactly place 2031 btw, it is after IV patent and before SC patent?)

[Sukkeralf]

But its kind of a luxury with sc Darzalex, Hexa-CD38, BCMA/CD3 and GPCR5D/CD3 - all with different royalties but a hope for some earnings in MM for a very long time

[Sukkeralf]

Its more or less impossible to know how the competitive landscape look 10 years from now - we just know that we will still have a good earnings at that time also

[E_L]

yes, if it works, yesterdays deal could be a huge strategic step forward. very exciting.

[Sukkeralf]

Lets hope it was a new beginning for HexaBody..........and more promise for HexElect !

[Bella1]

Har en fornemmelse af at Gen vil skille sig positivt ud på denne lyserøde dag

[JKY_VH]

dine fornemmelser har vel en succesrate på 50% løselig husket:-)

[JKY_VH]

altså enten skiller den sig ud eller også gør den ikke:-)

[bibob]

[Bella1]

Man skal vel ikke kimse af 50%?

[bibob]

Absolut ikke.

[JKY_VH]

bestemt ikke;-)

[StockBull]

Succesrate på 60% lyder mere fair hvis det er 50/50 sker der jo ikke noget med kursen

[Bella1]

Slåfejl!

[bibob]

Hvad med en stigning på 50 %. Det batter.

[bibob]

Men ikke meget omsætning i dag

[JKY_VH]

Ja, det ville være dejligt bibob gerne fulgt op af et købstilbud på, er det ikke 100% Jan ikke vil indrømme at han har sagt?