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Genmab — Januar 2020

Planlagt Fastgjort Låst Flyttet Genmab
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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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                                        • J Offline
                                          J Offline
                                          JKY_VH
                                          wrote on sidst redigeret af
                                          #771

                                          Den tavse dansker løfter til 1315 fra 1298 og stadig hold og god morgen:-)

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