Genmab — Maj 2020

[GeorgeBest]

JNJ want to make it as difficult as possible for for Sarclisa to gain marked share

[E_L]

The rise can come later

[E_L]

exactly

[Sukkeralf]

JNJ just needs to buy Genmab first

[E_L]

some links
https://npinvestor.dk/nyheder/genmab-janssen-fastholder-prisen-på-ny-version-af-darzalex https://www.euroinvestor.dk/nyheder/genmab-janssen-fastholder-prisen-paa-ny-version-af-darzalex

[E_L]

If JNJ would only read proinvestor, they would not need any strategy meetings anymore

[Sukkeralf]

Absolutely - we should get paid big time for this

[E_L]

I guess this will wipe out the debate about price negotionatoins delaying sales. Better product for roughly the same price = done deal

[Solsen]

Just wonder if Genmab still will get 20% of sales above $3bn. Is positive JNJ will have an 25% burden on sales. They will do someting to eliminate that, I belive.

[Solsen]

If not Genmab then HALO is my bet.

[Sukkeralf]

I think we have asked Jan before about that and the answer was that Genmabs royalty will stay the same

[Solsen]

Yes thats also my expectation.

[Bulder]

Fornuftig taktik ikke at sætte prisen for højt fra starten. De kan sagtens erhverve +5% markedsforøgelse, som kan betale Halo's royalty. Bliver det en stor succes, er prisen jo ikke statisk.

[Plimsoller]

Nu da SC er godkendt, er det så planen at prøve Dara i solide igen?

[E_L]

it is one of the reasons why i think SC approval is so important @Plimsoller

[Thetreble]

El: will it be Dara mono or together with some other drugs ?

[E_L]

It falls in a difficult period with Covid, so i dont expect immediate trials definately not in lung cancer, but i have good hope it will come at some point

[Plimsoller]

Sounds good E L. Exciting time ahead.

[E_L]

i would expect in combination

[Plimsoller]

I guess it is a question for the potential q&a?