Genmab — Marts 2021
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Wow - look at that range on the 2021 revenue expectations!!
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Spørgsmål til Q&A er meget velkommen.
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E L. Should Genmab help them and buy a ....
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@Plimsoller blocked !
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True, but along the way between then and now, it could have resulted in bankruptcy. It is forgotten
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In the end, I think the whole thing was written off - and the sales amount was very close to zero. The real cost was the diversion from the core business of Genmab - development of new drugs
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Purchase price usd 240m - sales price usd 10m....
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...there is a hole in that business model, but I can’t seem to put my finger on it....
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But I’m guessing the real lesson was Zalu falling flat on it’s stomach - hope we will not see similar things with the programs we retain ownership over in the years to come
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I think it is fair to expect a few failures in the years to come, like Enapotamab failed. The art will be to detect them early before they cost too much... disappointments happen, but Genmab's hit-ratio is high so far, making me realistically optimistic
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@Stockbull 01:44, så havde M.Lykketoft måske alligevel ret dengang (-:
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The great thing about a diversified portfolio is the ability to soak up the shock effect from these failures.
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But times have changed - I don’t believe we will see phase 3 programs fail as epicly as we did 10 years ago with ie zalutumumab. Today it is more a question of bringing the programs to market before the competition
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In turn, for investors that means catching the programs around the time we see efficacy in phase 1/2
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