Genmab — Oktober 2020

[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/

[GeorgeBest]

preclinical models, Mim8 shows 15-fold increased potency as compared to the marketed bispecific antibody emicizumab (Hemlibra).

[GeorgeBest]

Jan of course already told us that

[Solsen]

One would like to know what “Among other things” hide in the ADC deal

[E_L]

thanks GB, yes

[E_L]

and yes Solsen

[GeorgeBest]

Novo investor presentation of today have page 66 reserved for MIM8

[GeorgeBest]

404 - Not Found

(www.novonordisk.com)

[E_L]

and p14 shows we can expect a firts read-out somewhere next year

[E_L]

(meanwhile AbbVie reports Humira Q3 sales at $5.14bn, just imagine that...)

[E_L]

New TEPEZZA (teprotumumab-trbw) Data to Be Presented at the American Academy of Ophthalmology 2020 Annual Meeting https://ir.horizontherapeutics.com/news-releases/news-release-details/new-tepezzar-teprotumumab-trbw-data-be-presented-american