Genmab — Maj 2020

[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?

[E_L]

but we also have HexaBody-CD38 , maybe they will wait for that

[E_L]

please do ask

[lahn1]

Wouldn't Halo costs be part of Net-sales ? Does COGS not affect Net-sales revenues ?

[Plimsoller]

I will if we are lucky enough to get one after q1.

[Bulder]

They'll wait for the isatuximab trial in solids to read out, before they take any decision.

[E_L]

@lahn1 i think that was discussed a while ago, and the asnwer was what was written at 12:56 but feel free to ask Jan to be sure?

[lahn1]

THX

[troldmanden]

Fedt der ikke kommer nogen prisstigning på SC. Det gør det helt klart lettere speseligt for forsikrings selskaber mm. Mht EU, der pågår der stadig individuelle forhandlinger med de enkelte lande. Så forvent stadig at nogle lande kommer senere til. Hvor lang tid tog det fra godkendelse til dara IV var rullet ud i de enkelte lande. Nogen der kan huske det

[troldmanden]

Genmab beholder helt sikkert deres royalties sats. Det er standard i kontragterne at yderligere udgifter for licenstager bæres af dem alene så længe det er en royalties aftale. Hvis det er 50/50 aftale så er sagen naturligvis anderledes

[lahn1]

Tak Troldmand, det tros jeg også, spg var om Halo omk fratrække i netsales som en slags cost of good sold, men dejligt hvis Halo omk. ikke vedr. Genmab