Genmab — September 2020
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Mioklubben i dag: Genmab fra 17-18 min inde i udsendelsen. https://www.euroinvestor.dk/podcast/millionaerklubben-hvordan-ser-fremtiden-ud-for-genmab
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According to 14.4 (A) the case must have been running for a while: "Subject to Clauses 14.5 and 14.6, if any Dispute has not been resolved by good faith negotiations or mediation between the Parties pursuant to Clauses 14.2 or 14.3 above or the Parties have not agreed to mediate, then the Parties shall settle the Dispute by submitting the matter to binding arbitration pursuant".
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Evaluate Vantage Esmo 2020 – J&J goes for broke with lung cancer bispecific - https://www.evaluate.com/vantage/articles/events/conferences/esmo-2020-jj-goes-broke-lung-cancer-bispecific
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Like El I’m not a lawyer. Har læst artiklerne igennem (især 2, 3, 6 og 7) og man skal sandelig holde tungen lige i munden. Som jeg læser det har RBC ret. Det er svært at læse det anderledes end at Genmab har ret i begge forhold. Ingen reduktion af royalty og ret til royalty i den forlængede licensperiode. Men det står også klart at det bliver juristeri og argumentation omkring årsag. Virker helt klart som et, måske for vovet, forsøg på, fra JNJ’s side at tryne Genmab. Den skulle nok aldrig være
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Jeg tror at JW er overbevist om, at han har ret, det er en principsag. Hvis han giver sig uden at få det afprøvet en gang for alle, så mister J&J respekten. Der er forøvrigt flere både finanshus og analytiker der slår til lyd for, at der er tale om en overreaktion, det vil slet ikke få konsekvenser der berettiger det store kursfald. Men spændende er det.
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Genedata and Genmab Reach New Milestone in Digitalizing Translational and Clinical Research https://www.genedata.com/news/details/genmab-digitalizes-translational-and-clinical-research
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Doublo- jeg tror du har ret. Genmab sender et signal til JNJ og andre nuværende samt kommende samarbejdspartnere. Vi er store og stærke nu, og Big Pharma skubber os ikke rundt i manegen som det passer dem...
I am curious to find out how long this dispute has been going on already...was it already there when the hexacd38 deal was done..
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