Genmab — Oktober 2020

[GeorgeBest]

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...:-)

[Sukkeralf]

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.

[GeorgeBest]

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

[E_L]

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

[DevOp]

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.

[Darvin]

Fint at Gen og ADC er enige om Cami

[GeorgeBest]

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

[Darvin]

Og udsigt til royalties

[Darvin]

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

[Bulder]

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

[Bulder]

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

[Darvin]

Det ville være naturligt.

[GeorgeBest]

Ja, men ADC betaler alle udgifter

[Darvin]

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

[E_L]

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

[Bulder]

yes, one should think so

[Bulder]

but isn't it normal?

[nohope]

Milestones should have been mentioned.

[E_L]

anyone following NOVO here, for MIM8?

[GeorgeBest]

Latest on MIM8 https://abstracts.isth.org/abstract/a-novel-fviiia-mimetic-bispecific-antibody-mim8-enhances-fixa-proteolytic-activity-while-allowing-for-efficient-lipid-dependent-assembly-with-fx/