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Genmab — Maj 2021

Planlagt Fastgjort Låst Flyttet Genmab
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  • troldmandenT Offline
    troldmandenT Offline
    troldmanden
    wrote on sidst redigeret af
    #1154

    Og det er så hvad jeg håber på sker i 2. halvår

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    • troldmandenT Offline
      troldmandenT Offline
      troldmanden
      wrote on sidst redigeret af
      #1155

      Jokeren er stadig voldgiften og dermed hexa
      cd20

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      0
      • S Offline
        S Offline
        Sukkeralf
        wrote on sidst redigeret af
        #1156

        hexa CD38

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        • nohopeN Offline
          nohopeN Offline
          nohope
          wrote on sidst redigeret af
          #1157

          Well, ikke vildt uenig.

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          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #1158

            no, I don't know @Sukkeralf, have been pondering that question myself... and even though I consider Genmab only a tiny little bit Dutch as well, I feel I support the Dutch biotechs already by more then a normal fair share
            lol

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            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #1159

              old Halozyme press release on patent https://www.halozyme.com/investors/news-releases/news-release-details/2010/Halozyme-Announces-Issuance-of-US-Patent-for-rHuPH20-Enzyme-Platform/default.aspx

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              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #1160

                If royalty rates indeed start dropping by 50% from 2024, that makes a big difference in importance of the arbitration case (at least for me; i did not take this into account)

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                • troldmandenT Offline
                  troldmandenT Offline
                  troldmanden
                  wrote on sidst redigeret af
                  #1161

                  Naturligvis sukker 🙂

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                  • S Offline
                    S Offline
                    Sukkeralf
                    wrote on sidst redigeret af
                    #1162

                    Regardig PP my thought was back then that maybe it was a bit hard to sit in that position with the almighty Jan as CEO and former head of research ! I could be hard to set your own footprints....

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #1163

                      yea, that would be the logical thought, agree, specially if you see how PP keeps bringing up in various interviews etc how he was the inventor for many of the Genmab antibodies, it feels a bit as if he needs/ craves that feeling of recognition

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                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #1164

                        Halo Q3 '19: The rHuPH20 patents expires in Europe in 2024 and in the US in 2027. In general, our royalty term continues until the latter of the last expiring rHuPH20 patent or 10 years post first commercial sale.

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                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #1165

                          If rHuPH20 exclusivity expires during this 10 year term. There is a step down in the royalty rate of approximately 50% from expiry until the end of the 10-year term. And it's this design that allows us to project meaningful royalty revenues even beyond 2027. And there's also the potential to obtain additional co-formulation patents on certain novel at partner product, potentially extending the mid single-digit royalty term up to 20 years post patent filing date.

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                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #1166

                            While each agreement is negotiated separately, and terms and conditions vary across the agreements. In general, the core formulation patents have the favorable effect on the duration of the royalty term and potentially delay the timing of the royalty step down.

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                            • BulderB Offline
                              BulderB Offline
                              Bulder
                              wrote on sidst redigeret af
                              #1167

                              Can we conclude that this makes the first part of the arbitration even lesser important, since royalty expires sooner or later. And that the question of dara-patent is THE most important issue of the arbitration?

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                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #1168

                                i am not sure, maybe there is a co-formulation patent as they write about and patent is even longer. a lot of annoying uncertainty...
                                😞

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                                0
                                • R Offline
                                  R Offline
                                  Rondo
                                  wrote on sidst redigeret af
                                  #1169

                                  hvad er der lige der sker i dag...den går da helt amok ...godt jeg fik samlet lidt tyre igår... 🙂

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                                  • K Offline
                                    K Offline
                                    kkjoel
                                    wrote on sidst redigeret af
                                    #1170

                                    Ser nærmest ud som om der er en fredagsnyhed i støbeskeen... stigningen accelererede i al fald kraftigt efter us åbning 🙂

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                                    • H Offline
                                      H Offline
                                      henrik48
                                      wrote on sidst redigeret af
                                      #1171

                                      Enig og en fin start på weekenden 🙂

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                                      • D Offline
                                        D Offline
                                        deleted-user
                                        wrote on sidst redigeret af
                                        #1172

                                        What have you guys been discussing today?

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                                        0
                                        • R Offline
                                          R Offline
                                          Rondo
                                          wrote on sidst redigeret af
                                          #1173

                                          ingen der ved hvad der er under opsejling ?

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                                          0

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