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Genmab — September 2020

Planlagt Fastgjort Låst Flyttet Genmab
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  • P Offline
    P Offline
    Plimsoller
    wrote on sidst redigeret af
    #648

    GB When is the cut-off date for the Hexa cd38 option?

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    • StockBullS Offline
      StockBullS Offline
      StockBull
      wrote on sidst redigeret af
      #649

      Ja tanken er nærliggende Darvin

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      • E Offline
        E Offline
        E_L
        wrote on sidst redigeret af
        #650

        funny you say that; i had that as one of the questions for the next Q&A; IF JNJ chooses not to exercise, CAN Genmab carry on alone, or with another partner...?

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        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #651

          hopefully it can give them some leverage in the arbitration

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          • G Offline
            G Offline
            GeorgeBest
            wrote on sidst redigeret af
            #652

            Yes they can

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            • DarvinD Offline
              DarvinD Offline
              Darvin
              wrote on sidst redigeret af
              #653

              Agree GeorgeBest which all means that the Genmab course has become quite attractive

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              • DarvinD Offline
                DarvinD Offline
                Darvin
                wrote on sidst redigeret af
                #654

                Course = share price

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                • StockBullS Offline
                  StockBullS Offline
                  StockBull
                  wrote on sidst redigeret af
                  #655

                  opkøb omkring 3500kr kan ikke udelukkes indenfor kommende 3-6 mdr

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                  • StockBullS Offline
                    StockBullS Offline
                    StockBull
                    wrote on sidst redigeret af
                    #656

                    derudover fik vi lukket lidt gap's

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                    • JørgenVarnæsJ Offline
                      JørgenVarnæsJ Offline
                      JørgenVarnæs
                      wrote on sidst redigeret af
                      #657

                      Det ville være en særdeles usædvanlig optakt til et opkøb

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                      • nohopeN Offline
                        nohopeN Offline
                        nohope
                        wrote on sidst redigeret af
                        #658

                        -tvivler på Jan skulle være klar til at acceptere et salg i den her situation

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                        • G Offline
                          G Offline
                          GeorgeBest
                          wrote on sidst redigeret af
                          #659

                          Here is the agreement https://ir.genmab.com/news-releases/news-release-details/genmab-signs-agreement-janssen-next-generation-cd38-antibody/

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                          • G Offline
                            G Offline
                            GeorgeBest
                            wrote on sidst redigeret af
                            #660

                            There are restrictions. Hexa-cd38 can not go in direct competion with DARZALEX

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                            • DarvinD Offline
                              DarvinD Offline
                              Darvin
                              wrote on sidst redigeret af
                              #661

                              Opkøb kan være venlige, fjendtlige eller noget man får svært ved at sige nej til. Aktionærerne bestemmer

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                              • StockBullS Offline
                                StockBullS Offline
                                StockBull
                                wrote on sidst redigeret af
                                #662

                                Ja det må man sige men det kan vel være taktisk. Antager at fornuftig data kan skørpe JNJ interesse for et opkøb og der kommer som bekendt løbende data som potentielt kan medvirke til beslutning om evt. opkøb

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                                • M Offline
                                  M Offline
                                  Mcjean
                                  wrote on sidst redigeret af
                                  #663

                                  @Darvin forklar mig hvorfor de kan vinde tvisten om patent til 35 hvis de modsiger at have noget med Halo at gøre, det er alene Halo der giver patent til 35 og når patentet udløber i 2029 så må alle andre kombinere Dara med hvad som helst. De kan ikke både få i hoved og sæk, men enig i at alt kan lade sig gøre, virker bare ikke særlig sandsynligt i min optik.

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                                  • G Offline
                                    G Offline
                                    GeorgeBest
                                    wrote on sidst redigeret af
                                    #664

                                    Should Janssen not exercise its option, the terms of the agreement allow Genmab to continue to develop and commercialize HexaBody-CD38 for DARZALEX-resistant patients, and in all other indications except those multiple myeloma or amyloidosis indications where DARZALEX is either approved or is being actively developed.

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                                    • nohopeN Offline
                                      nohopeN Offline
                                      nohope
                                      wrote on sidst redigeret af
                                      #665

                                      Jeg burde have vidst at medicin ikke handlede om medicin men om jura.

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                                      • nohopeN Offline
                                        nohopeN Offline
                                        nohope
                                        wrote on sidst redigeret af
                                        #666

                                        GEN ophører jo nærmest med at eksistere i 2030

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                                        • G Offline
                                          G Offline
                                          GeorgeBest
                                          wrote on sidst redigeret af
                                          #667

                                          Now we know why Jan want to develope Hexa-cd38 in B-cell lymphoma...

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