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Genmab — Januar 2020

Planlagt Fastgjort Låst Flyttet Genmab
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  • T Offline
    T Offline
    transalp
    wrote on sidst redigeret af
    #751

    Go morgen.. 🙂

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    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #752

      Genmab could be entitled to up to $1 billion in development, regulatory and sales milestones in the agreement for daratumumab. I haven't kept track where we are exactly, but that is the max.

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      • E Offline
        E Offline
        E_L
        wrote on sidst redigeret af
        #753

        actually this was at the time of the IPO The total amount of potential milestone payments under the contract is approximately $1,015 million, and to date, we have recorded approximately $571.0 million in milestone payments from Janssen and could be entitled to receive up to $444.0 million in further payments if certain additional milestones are met. The next sales milestones are payable upon net sales reaching $2.5 billion and $3.0 billion in a calendar year.

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        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #754

          So after the $100m we got, the $7m on Japan we got and the $150m at $3bn we will be left with $187m

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          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #755

            sanofi terminated trial of Isatuximab in Lymphoblastic Leukemia https://clinicaltrials.gov/ct2/show/NCT02999633?term=genmab+OR+daratumumab+OR+darzalex+OR+ofatumumab+OR+Teprotumumab+OR+Tisotumab+OR+camidanlumab+OR+Enapotamab+OR+ADCT-301+OR+duobody&lupd_s=01%2F17%2F2020&draw=2&rank=5

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            • Helge_LarsenPI-redaktørH Offline
              Helge_LarsenPI-redaktørH Offline
              Helge_LarsenPI-redaktør
              wrote on sidst redigeret af
              #756

              Just a moment...

              favicon

              (www.proinvestor.com)

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              • BulderB Offline
                BulderB Offline
                Bulder
                wrote on sidst redigeret af
                #757

                Thx E L. So $100 - 150 mil at 4 Bn is a possibility.

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                • SolsenS Offline
                  SolsenS Offline
                  Solsen
                  wrote on sidst redigeret af
                  #758

                  I think some milestones are left for approval i other indications. Not much left for sales. Not sure Reuters got it right.

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                  • BulderB Offline
                    BulderB Offline
                    Bulder
                    wrote on sidst redigeret af
                    #759

                    Don't blame Reuters - it was Ritzau.

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                    • SolsenS Offline
                      SolsenS Offline
                      Solsen
                      wrote on sidst redigeret af
                      #760

                      Ok sorry

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                      • G Offline
                        G Offline
                        gentogen
                        wrote on sidst redigeret af
                        #761

                        Hvad jeg forsøgte at sige var at man vel godt kan forestille sig at Genmab ved 4B vil modtage en salgsmilestone på 5% (som de fleste andre har været) . Enten af de 3 eller af alle 4. Det er jo vel engangsbegivenheder så det vil kun være 'fair' og ikke bringe årets procent totalt i nærheden af 40 men blot svare til det hidtidige

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                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #762

                          i would imagine we will get something in MM for the SC approval, line extensions , maybe country specific and possibly for other indications

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                          • H Offline
                            H Offline
                            Hamming
                            wrote on sidst redigeret af
                            #763

                            Access Denied

                            favicon

                            (www.cnbc.com)

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                            • H Offline
                              H Offline
                              Hamming
                              wrote on sidst redigeret af
                              #764

                              Lidt perspektiv på MogA fra Pfizer CEO.

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                              • S Offline
                                S Offline
                                Sukkeralf
                                wrote on sidst redigeret af
                                #765

                                Ohad Hammers syn på BsAb vs CAR-T

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                                0
                                • S Offline
                                  S Offline
                                  Sukkeralf
                                  wrote on sidst redigeret af
                                  #766

                                  http://www.orf-blog.com/bracing-for-a-hematology-faceoff-cars-vs-bispecifics/

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                                  • BulderB Offline
                                    BulderB Offline
                                    Bulder
                                    wrote on sidst redigeret af
                                    #767

                                    Tak for den, Sukker. I betragtning af hans skepsis vedr bsAbs i solide tumorer, bliver det da spændende hvad det bliver til med de to BioNtec duobodies i solide.

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                                    • S Offline
                                      S Offline
                                      Sukkeralf
                                      wrote on sidst redigeret af
                                      #768

                                      Fra Q4 2018: So compared to the total license agreement, $1.015 billion, that would mean that we've got $444 million to come still within that program. As I said originally, those are split between multiple myeloma milesto
                                      nes, nonmultiple myeloma milestones and sales hurdle milestones.

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                                      • S Offline
                                        S Offline
                                        Sukkeralf
                                        wrote on sidst redigeret af
                                        #769

                                        ikke at man bliver super meget klogere af det, men da det er begrænset hvad der indtil videre er i givet udenfor MM, så tror jeg størstedelen af de resterende er udenfor MM

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                                        • S Offline
                                          S Offline
                                          Sukkeralf
                                          wrote on sidst redigeret af
                                          #770

                                          Ja Bulder solide er svære uanset om det er BsAbs eller andet - omvendt så er potentialet stort hvis det lykkes.

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