Genmab — Juni 2020

[kkjoel]

@Goose3: ved du om Jyske har køb/hold/sælg anbefaling?

[GeorgeBest]

Ja, alle danske/skandinaviske analytikere er vel nu på hold. Så det kun vel nu kun Schweiziske/UK/US analytikere som har køb. Lidt mærkeligt...

[GeorgeBest]

Jyske har hold

[kkjoel]

Ja, så lige den kom jo lidt efter. Tak

[Bulder]

Fik lige hørt CC og noterede - ud over alt det med aftalen - at de tilsyneladende allerede tager glæderne på forskud mht markedsføring af TV.

[kkjoel]

Sukkeralf - Jan siger at de på epco "books us sales". Men de skal jo dele indt. og udg. samt begge stå for markedsføringen der.. forstår jeg af andre kommentarer. Så hvad er den finere nuancering her - er det bare at GEN regnskabsfører pengestømmene?

[kkjoel]

Altså blot vedligeholder et regneark..?!

[kkjoel]

Ja, Bulder - og han siger osse at de på sigt med andre stoffer nok vil begynde at sikre sig rettigheder til nogle europæiske nøglemarkeder.

[kkjoel]

Go Merkel und Macron!

[E_L]

i think the nuance here is that they want a company that really sells drugs themselves, that does not 'just' rely on royalties

[kkjoel]

Ok, that's probably the angle - they are a "drugs company".. and later on when they get big for real, they want to be called "Big Pharma!

[Sukkeralf]

Yes first start to learn selling drugs in US and Japan and later on EU/RoW

[Sukkeralf]

Can anyone remember which Markets Genmab have when it comes to tisotumab vedotin - is it also US and Japan ?

[Sukkeralf]

Which would make sence - I just remember it opposite

[kkjoel]

So it's like a børnehaveklasse for BP?

[Sukkeralf]

He he .-)

[GeorgeBest]

I think SGEN have the US market in TV

[Bulder]

Seattle Genetics will be responsible for commercialization activities in the US, Canada, and Mexico, while Genmab will be responsible for commercialization activities in all other territories.

[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..