Genmab — Juni 2020

[Bulder]

https://ir.genmab.com/news-releases/news-release-details/genmab-and-seattle-genetics-co-develop-tisotumab-vedotin-solid/

[kkjoel]

He definitely mentioned/specified it at the cc yday.. but can't remember exactly what was said..

[Sukkeralf]

But also "Each party has the option to co-promote by employing up to 40 percent of the sales effort in the other party's territories. " for tiso

[E_L]

yesterdays comments on tiso made me feel they are already full-on planning the roll-out...makes me look forward to the data...

[kkjoel]

I am confident someone will link to the transscript soon.. normaly it's comes on seekingalpha..

[E_L]

not sure, it was not an earnings call, but a transcrijpt
would be helpfull...

[Bulder]

will there be a transscript?

[kkjoel]

Yes, sukker, sounds about right. That's a rather convoluted agreement in my book..

[Bulder]

They must be confident
about TV-data

[E_L]

i am not sure there will be a transcript is what i was trying to say

[Bulder]

The problem with these webcasts is that you don't understand the Q, due to low sound quality. Goes better with the A.

[kkjoel]

Also they often seem not to have a "producer" - the volume comes up and down with the microfone level of the individual analysts

[kkjoel]

Think they should look to the vast experience in the music industries - so there THEY could go børnehaveklasse..

[kkjoel]

Not "full monty", but "full børnehaveklasse".. is the new black.

[kkjoel]

Whoever thought fb meant
facebook...?!

[Solsen]

Just read some of Abbvies history. They are quite offensive in the M&A field. Last year they bought Allergen for $63 bn - yah a good partner we have

[E_L]

Dara SC by JNJ EVP at GS conference from minute 18 https://kvgo.com/GSHC/johnson-johnson-june-2020

[Sukkeralf]

Yes solsen they are very aggressive - the price for pharmacyclics years ago was also very high.

[Sukkeralf]

But they also have shown a more problematic side - when they skipped Galapagos JAK1 inhibitor and went forward with there own JAK1 compound. So quite liked the Q about similar BsAbs in their own pipe being similar to Genmabs

[Sukkeralf]

Now at least they know that we are looking out for that - and Jan also said that he really hoped that was not the case. And Nigel also said NO to that Q