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Genmab — Oktober 2020

Planlagt Fastgjort Låst Flyttet Genmab
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  • E Offline
    E Offline
    E_L
    wrote on sidst redigeret af
    #689

    "we and Genmab recently amended specifics of the TV global commercialization plan, whereby Seagen will lead global commercial activities, except in Japan. We will continue joint decision-making on worldwide strategy and Seagen and Genmab will co-promote TV in the U.S. In addition, Seagen will lead the majority of global operational development activities.

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    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #690

      We and Genmab plan to submit the BLA to the FDA to support accelerated approval in this indication and to initiate a randomized confirmative trial of TV and cervical cancer in the coming months. We are also advancing clinical trials of TV monotherapy in other cancers and in combination with other agents.

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      • E Offline
        E Offline
        E_L
        wrote on sidst redigeret af
        #691

        And so when we come in with our data it's the best data that we've seen in this type of patient population of relapse, cervical cancer. [] And so I look at this and say, wow, if we can have these data, single-agent what could we do if we combine it with a checkpoint or any of these other agents? "

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        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #692

          answer on Reni Benjamin is worth reading

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          • R Offline
            R Offline
            Rune2494
            wrote on sidst redigeret af
            #693

            @pensionisten, man kan også vende den og sige, at hvis ikke det var for alle de gode nyheder, hvor langt var vi så nede nu 🙂

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            • G Offline
              G Offline
              GeorgeBest
              wrote on sidst redigeret af
              #694

              Thanks E L. Looks like we will have 2 more Genmab developed products on the market next year. Tiso and Amivatamab. That’s a total of 5 then. 1 year ago it was only dara (Arzerra hardly contributed with revenues). Fantastic development...:-)

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              • S Offline
                S Offline
                Sukkeralf
                wrote on sidst redigeret af
                #695

                yes its very unique - and all of them could have BB potential. But maybe even more important is the PD-L1/4-1BB data and Genmabs focus on the DuoBody platform at CMD.

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                • G Offline
                  G Offline
                  GeorgeBest
                  wrote on sidst redigeret af
                  #696

                  Agree, I am really looking forward to those presentations...

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                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #697

                    I wonder what Genmab will do with Kesimpta sales for Q3, will probably leave them at 0 for now
                    ?

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                    • D Offline
                      D Offline
                      DevOp
                      wrote on sidst redigeret af
                      #698

                      Lad os håbe, at der kommer en klar afgørelse på valget og at covid-frygten ikke stikker helt af inden SITC. Så skulle der da være en chance for, at det bliver en god trigger.

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                      • DarvinD Offline
                        DarvinD Offline
                        Darvin
                        wrote on sidst redigeret af
                        #699

                        Fint at Gen og ADC er enige om Cami 🙂

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                        • G Offline
                          G Offline
                          GeorgeBest
                          wrote on sidst redigeret af
                          #700

                          https://ir.genmab.com/news-releases/news-release-details/genmab-and-adc-therapeutics-announce-amended-agreement

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                          • DarvinD Offline
                            DarvinD Offline
                            Darvin
                            wrote on sidst redigeret af
                            #701

                            Og udsigt til royalties

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                            • DarvinD Offline
                              DarvinD Offline
                              Darvin
                              wrote on sidst redigeret af
                              #702

                              Skal Man så antage at de har byttet (helt/ delvist) fra deres 25% ejerandel, og udover royalties har fået andre aftaler

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                              • BulderB Offline
                                BulderB Offline
                                Bulder
                                wrote on sidst redigeret af
                                #703

                                "other things" må vel så være milestones ved godkendelse og påbegyndt salg?

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                                • BulderB Offline
                                  BulderB Offline
                                  Bulder
                                  wrote on sidst redigeret af
                                  #704

                                  ellers synes jeg at fra 25% til 5-9% er der lidt langt.

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                                  • DarvinD Offline
                                    DarvinD Offline
                                    Darvin
                                    wrote on sidst redigeret af
                                    #705

                                    Det ville være naturligt.

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                                    • G Offline
                                      G Offline
                                      GeorgeBest
                                      wrote on sidst redigeret af
                                      #706

                                      Ja, men ADC betaler alle udgifter

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                                      • DarvinD Offline
                                        DarvinD Offline
                                        Darvin
                                        wrote on sidst redigeret af
                                        #707

                                        De 5-9 er jo så af hele salget og pr år. Det er formentlig mere rentabelt end afkastet af de 25% - hvis ellers milestones har en pæn størrelse

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                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #708

                                          wouldn't they have explicitly mentioned possible milestones if there would be any...?

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