Genmab — Maj 2021
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Early stage. Jeg har i dag oprettet en
Proinvestor Youtube kanal. Her vil der fremover komme masser af interviews og præsentationer med biotekfirmaer. Til produktionen har jeg hyret et stærkt team ind som tidligere har arbejdet i bla. DR som studievært, videoproduktion og redigering. Sign up her: https://www.youtube.com/watch?v=teTBHPJusm0 -
PS: Giv vores første reklamevideo et like. På forhånd tak og forsat god pinse.
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Fra E L lagt i Aktiesnakken ved en fejl kl. 9,50: "JNJ's version of Amivantamab development" https://twitter.com/JNJNews/status/1395828935330607104
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Se mit svar i tråden fra JNJ.
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Tak Stroka. Jan beholder vi i vores vante Q&A format.
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Ungee tak for link. Der går de heller ikke så meget i detaljer kan jeg se.
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Ifølge patentet er opfinderne J. Neissen, P. Parren og J. Schumann samt M. Chiu (tidligere JN) og Moores (JNJ) (patent us 95 93 164). Og som Genmab (og EL) henviser til, kan udviklingshistorien læses her https://www.jbc.org/action/showPdf?pii=S0021-9258(21)00427-0
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"Joost Neijssen, Luus Wiegman, and JanineSchuurman are employees of Genmab. Paul Parren was anemployee of Genmab when this work was completed. Rosa M.F.Cardoso, Kristen Chevalier, and Sheri Moores are employees ofJanssen Research & Development. Mark Chiu, Mark Anderson, andWilliam Strohl were employees of Janssen Research & Developmentwhen this work was completed".
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Udviklingen er sket på baggrund af Genmabs duobody-teknologi.
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Tak Gentogen. Det er en ordenlig smøre at komme igennem.
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Det erindres osse at Jan himself fornylig sagde (tror det var cc 2021Q1), at GEN ville få højere royalties (low double-digits, som jeg husker det) NETOP pga. at GEN havde skabt BEGGE de indgående antistoffer (der derefter er linket sammen). Han gentog ovenikøbet pointen og lød meget stolt over det!
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Så deeeet..... JnJs version udelader ÅBENLYST en uomgængelig og vigtig del af sandheden (men som altid vil man kunne fastholde at man ikke har løjet..) (festligt hvor barnligt og umodent såkaldt ANSVARLIGE firmaer kan optræder når det kommer til at fremstå innovativt og udviklingsfokuseret...)
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Yup - det var Peter Welford, Jefferies, der spurgte: " I think, Jan said it was royalties of high single to low double. Is that an equivalent per term or so for the -- all of the J&J Duo bodies? Or does it -- does the royalty rate potentially vary by DuoBody?"
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Jan: "Then on amivantamab the royalty rate is different for the different DuoBody molecules. But you may remember Peter is that we have two different sets of agreements with Janssen. And I think 2012 and then and then in 2013 for a broader and broader set of DuoBody candidates for projects for Janssen. And the actually amivantamab is the one where we get the highest loyalty Peter from all the DuoBody molecules."
So I wasn't the only one to notice the absence of Genmab there...
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