Genmab — September 2020
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Could be all of the above. This kind of crap is poison for the stock - short term and long term
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Genmab kan ikke undgå selv at bestemme hvilken tvist de vil vinde er mit bud. Det ved JJ, men de ved også at ligegyldig hvilken de vælger så slipper de for at tabe den anden tvist. Jeg havde gjort det samme, Genmab kan ikke forvente at slippe for royalties og beholde patentet til noget de ikke vil betale til/for. Genmab må vælge og mon ikke hurtig de vælger royalties og så er kursfaldet jo helt ude i hampen.
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Det ene behøver ikke at udelukke det andet. GEN kan tabe det hele, vinde det hele - og alt der i mellem
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...it does seem like somebody had a bit of a kip when the dara deal was written down
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Agree E L, and if Hexa-CD38 is as good as Jan believes, we don’t have to worry over the effects after 2030
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Du har en fin pointe Mcjean, men grundlæggende er det svært at se andet end at Genmab burde kunne vinde begge slagsmål. M.h.t. HALO burde der slet ikke være tvivl. Aftalen er indgået for at udvide brugen og øge Jansens salg. Det må de alene betale for, alt andet ville være urimeligt. Perioden burde Gen også vinde. Det vigtige er imidlertid at der kun bliver en tvist fordi de ikke kunne blive enige. Nu er banen kridtet op og - set med Jansen øjne - er Genmab i den grad blevet en opkøbsmulighed. B
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And if JNJ decides not to exercise the Hexa-cd38 option, Genmab can carry on alone, or with another partner. That would really create some noise...
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GB When is the cut-off date for the Hexa cd38 option?
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Yes they can
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