Genmab — Januar 2021
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En knap 1 år gammel artikel fra Børsen, meget er selvfølgelig ændret allerede kursmæssigt
, men interessant alligevel: https://penge.borsen.dk/nyheder/penge/article1978204.ece -
God morgen.
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Medstifter af Genmab: "Industrien står enormt stærkt som følge af virussen, og det er ikke forbi"
Florian Schönharting er medstifter af biotekselskabet Genmab og har i en årrække været succesrig biotekinvestor.
(medwatch.dk)
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JP Morgan har Novo som top-pick for 2021 - de nævner decideret data read out på MIM8 som en potentiel kursdriver for Novo, der oven i købet forstærker selskabets væksprofil.
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Er der nogen, der har en ide om, hvornår vi kan se data? Jvf clinicaltrials har fase 2 været igang i præcist et år og behandlingscyklus er 26 uger - https://clinicaltrials.gov/ct2/show/NCT04204408
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we know that at Q3 20 Novo said: Regarding the FVIII-mimicking antibody project, Mim8, we have despite a COVID-19 related period of delay in phase 1, caught up with the timelines and are now in phase 2 in hemophilia patients with or without inhibitors, hemophilia A patients.
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Have we had any indications of the royalty rate and milestone payments?
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Regulatory and sales milestones up to 250M $ according to this https://ir.genmab.com/news-releases/news-release-details/genmab-enters-commercial-license-agreement-novo-nordisk-duobody/
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Single digit royalties
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JPM expects data during 2021 - any indications when?
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Der er ikke nogen, der har hørt om tidspunktet på evt. readout på MIM8? Primary completion er først engang i 2023 - en noget lang horisont syntes jeg
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