Genmab — Oktober 2020

[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

[StockBull]

AbbVie rykker 6%

[E_L]

it is nice that AbbVie is getting a lot of practice selling $20bn a year drugs, as offcourse they have to do the same soon with Epcoritamab

[troldmanden]

Helt som forventet med ADC. Det var for lille en andel til Genmab til det ville være interessant. Så nu bliver de passiv partner og ADC skal ud at finde en big pharma for at sikre muligheden for at få det på markedet.

[troldmanden]

Kill your darlings. Det er vel reelt det første stof i længere tid vi har set Genmab "skære" fra

[troldmanden]

Spørgsmålet er om der bliver liret mere af den slags ud ved CMD

[AaBforever]

NBI -2,9%

[AaBforever]

GEN -2,5%...så det passer vel meget godt..cirka.

[JørgenVarnæs]

Royaltyvejen giver også god mening - så er det den operationelt ansvarlige, der får det fulde impact of opex, og GEN får sit cut af toplinien