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Genmab — September 2020

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • K Offline
    K Offline
    kkjoel
    wrote on sidst redigeret af
    #532

    Btw, great find, EL 🙂

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    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #533

      My guess is that , because indeed they have to publish upon closing, it hasn't been fully finalised yet? it seems 31aug was the date the term sheet had to be ready

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      • K Offline
        K Offline
        kkjoel
        wrote on sidst redigeret af
        #534

        Ok. Could be quite a large amount GEN gets out of this, I suppose. We'll see - excitedly awaiting.....

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        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #535

          @lahn1 i only know they are in the same location https://www.utrechtsciencepark.nl/en/home/about-the-park/news/immunoprecise-antibodies-collaborates-in-life-sciences-in-the-netherlands

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          • StockBullS Offline
            StockBullS Offline
            StockBull
            wrote on sidst redigeret af
            #536

            Der er jo nærmest kunst med de streger. Ufatteligt så precist kursen følger retningen mod de 2550 som kunne være target inden næste retracement https://nbg1.your-objectstorage.com/proinvestor-dev/forum/boards/86954_Kunst.JPG

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            • M Offline
              M Offline
              Mcjean
              wrote on sidst redigeret af
              #537

              Sejt! hvordan ser stregerne ud oppe ved 10.000-området? Er det ren fibonacci tilsat lidt Per Arnoldi kruseduller eller er vejen ryddet til snarlig end-station?:-D

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              • L Offline
                L Offline
                lahn1
                wrote on sidst redigeret af
                #538

                @EL Thx

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                • StockBullS Offline
                  StockBullS Offline
                  StockBull
                  wrote on sidst redigeret af
                  #539

                  Har været på Vincent van Gogh museumet i Amsterdam og efter dette besøg er det gået meget godt med stregerne 🙂 5000 er mulig i Q1 2022 såfremt kursen holder sig inde i kanalen, meeen Genmab er nok opkøbt inden med 50% premium

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                  • R Offline
                    R Offline
                    Rune2494
                    wrote on sidst redigeret af
                    #540

                    Hvordan lyder raslen på vandrørene i forhold til takeover efterhånden? Udover herinde i chatten er der godt nok langt imellem, at jeg hører
                    nogen gisne om det

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                    • DarvinD Offline
                      DarvinD Offline
                      Darvin
                      wrote on sidst redigeret af
                      #541

                      EL and kkjoel - Do not think now it should be read as if Genmab is on its way out. It addresses the risks associated with investing in ADCT. The probability is probably primarily that the parties reach an agreement regarding license and the financial. If they do not agree, a divestment process can start. I wonder if it is most likely that they will agree on license terms. BTW If not - Genmab also has the option to take over.

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                      • M Offline
                        M Offline
                        Mcjean
                        wrote on sidst redigeret af
                        #542

                        @Stockbull, Ja det bliver så et dyrt opkøb, men det er ved at være sidste udkald for de store, de får ikke Genmab med 50%, hvis deres nye guldæg virker, så får de slet ikke Genmab, så vil de blive blandt de allerstørste inden for feltet, måske endda de største.

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                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #543

                          @Darvin the Berlin hospital where the Lupus patients were treated will also start a Daratumumab Lupus trial https://www.charite.de/service/pressemitteilung/artikel/detail/autoimmunerkrankungen_gezielt_behandeln/

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                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #544

                            and @Bulder ; given that "Studienleiter" was Dr. Alexander, "Leiter der rheumatologischen Fachambulanz" I imagine RA could follow soon 😉

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                            • BulderB Offline
                              BulderB Offline
                              Bulder
                              wrote on sidst redigeret af
                              #545

                              Yes, but I would prefer a large Janssen-led study in RA.

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                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #546

                                offcourse, so would I. However, I am wondering more and more if maybe JNJ will wait for early efficacy of HexabodyCD38 before deciding what they will do with any new CD38 trials...
                                ?

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                                • G Offline
                                  G Offline
                                  gentogen
                                  wrote on sidst redigeret af
                                  #547

                                  From previous link: If the Parties mutually agree on a Term Sheet by 31 August 2020, the Parties shall negotiate in good faith a license agreement in accordance with the Term Sheet for a period of sixty (60) calendar days starting on 1 September 2020, which sixty (60) calendar day period may be extended by prior mutual written agreement by the Parties (the “Negotiation Period”).

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                                  • G Offline
                                    G Offline
                                    gentogen
                                    wrote on sidst redigeret af
                                    #548

                                    If we fail to agree on the key financial terms or if no license agreement has been entered into during the specified time period to do so, a defined process to facilitate the divestment of Cami will be initiated. This process includes the opportunity for both parties to bid for the license rights alongside third parties

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                                    • DarvinD Offline
                                      DarvinD Offline
                                      Darvin
                                      wrote on sidst redigeret af
                                      #549

                                      Præcis

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                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #550

                                        i don't think that stops the divestment process of the 25%? and then there is still the Genmab antibody they will want royalties/licence payments on

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                                        • K Offline
                                          K Offline
                                          KWC
                                          wrote on sidst redigeret af
                                          #551

                                          FDA Accepts BLA for bluebird and BMS' Multiple Myeloma CAR-T Treatment

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