Genmab

	21/5 16:47 af ghostbuster	Hej,
	21/5 19:26 af saini21	No mention of Gilead under hexabody and duobody research collaborations in genmabs first quarter report Mobilbank
	21/5 19:31 af saini21	Surprising, Any
	21/5 19:32 af saini21	Guess
	21/5 20:30 af ghostbuster	Hej, hvilke selskaber/produkter er Genmabs nærmeste konkurrenter.
	21/5 20:32 af ghostbuster	Har en normal størrelse position i Genmab, men mangler mere overblik over konkurrencesituationen for evt. at øge den. Hvor er de største trusler i de kommende år? Genmab har jo vist fremragende fremskridt, så ikke bekymret for dem :)
	21/5 20:56 af ROI - David Mygind	The following attends to the question raised by saini21:
	21/5 20:57 af ROI - David Mygind	.. I’m notoriously known for my ideas with regards to the nature of the collaboration between Genmab and Gilead. There could be several reasons for the omission in the Q1 report. It although remains certain that we are looking at a deliberate action and not just an unfortunate mistake leading to the omission.
	21/5 20:59 af ROI - David Mygind	The initial public confirmation of the existence of the partnership was likewise done in a highly controversial fashion… I pointed towards the existence of the partnership at least half a year before it was officially confirmed
	21/5 21:00 af ROI - David Mygind	I finally also wrote about the peculiar way that Genmab decided to quietly disseminate the confirmation of the secret partnership with Gilead
	21/5 21:01 af ROI - David Mygind	The partnership with Gilead represents a highly significant basis for substantiating the world class attractiveness of Genmab’s technology platforms. The partnership further represents a potential future value driver that would help to underpin our current position among the most successful biotech companies
	21/5 21:02 af ROI - David Mygind	A substantial commercial deal with Gilead could be instrumental in propelling us towards Jan van der Winkels vision of creating an iconic biotech company.
	21/5 21:03 af ROI - David Mygind	Gilead is in dire need of a pipeline boost after the recent demise of Zydelig induced by the occurrence of adverse side effects. The drug was otherwise heralded as holding the key to securing Gilead a solid foothold in oncology
	21/5 21:04 af ROI - David Mygind	Gilead has undisputable large-scale ambitions in oncology and Genmab has an excellent strategic fit that could help Gilead leapfrog into the arena and directly join the big players
	21/5 21:05 af ROI - David Mygind	It is only a short while ago that an American journalist speculated in the urgent need for partner or acquisition to realize the aggressive growth ambitions of Gilead. The CEO is under immense pressure and needs to ensure his legacy as a master dealmaker like his predecessor who literally transformed the company through the acquisitions
	21/5 21:06 af ROI - David Mygind	of both companies and drugs...
	21/5 21:07 af ROI - David Mygind	It was evident from the recent interview with the CEO that Gilead are very close to making a major move
	21/5 21:07 af ROI - David Mygind	Genmab was not mentioned but it isn’t difficult to connect the dots and we will thus soon witness either a groundbreaking commercial deal or an outright takeover bid. However, the thing is that there are other parties who are also deeply “involved” in Genmab
	21/5 21:08 af ROI - David Mygind	Denmark’s biotech darling is slowly becoming an international superstar and awareness of the massive value creation that is ongoing at the company grows. We will therefore soon see various companies scrambling to join the party and get a peace of the cake!
	21/5 21:09 af ROI - David Mygind	I underline that this is pure speculation from my side. Just like it was speculation when I predicted rather early that Gilead was the secret partner. And just like it was speculation when I tried to raise awareness for the curious way that the partnership was initially announced and/or confirmed
	21/5 21:10 af ROI - David Mygind	So to summarize, conclude and answer your question:
	21/5 21:11 af ROI - David Mygind	It is seems very plausible to believe that there are good reasons for Gilead not being mentioned and that we will see "something" happening rather soon.
	21/5 21:12 af Budweis	Thank you ROI.
	21/5 21:12 af Budweis	I think the party will go on from 1250.

	21/5 21:15 af ROI - David Mygind	Well, we will see. No one knows, we can of course only make educated guesses. I have a increasing feeling that Gilead might surprise with a major deal on a completely unexpected target or for a surprising disease area outside the scope of Genmab's regular comfort zone. I take notice of the collaboration with Novo and the recent progress in the collaboration with Lundbeck to support this view
	21/5 21:16 af ROI - David Mygind	I think that Jan van der Winkel has been cited several times for stating that prolonged research sniffing remains in the interest of the shareholders as the price of a deal increases along with the time spent evaluating the potential. This gives us the right to have absolutely massive expectations with regards to Gilead
	21/5 21:20 af ROI - David Mygind	We have listened to many promises and much talk of world-class platforms, but we still miss to see tangible hard evidence that extends beyond Janssen and Gilead would be that magic silver bullet for Winkel. He has thus locked himself in a position where he needs to deliver. There is quite simply not room for any mediocre commercial deal with a major player
	21/5 21:22 af Budweis	Don´t forget Novartis
	21/5 21:22 af ROI - David Mygind	So, yes I expect a commercial deal on either Duobody, Hexabody or both in conjunction to be disruptive. If not, then I must honestly say that Mr Winkel has failed to deliver on his promise
	21/5 21:23 af JKY_VH	Tak ROI, altid spændende at høre, hvad du går rundt og spekulerer i:-)
	21/5 21:24 af ROI - David Mygind	I'm not forgetting Novartis. But, you are indeed referring solely to the idea of a looming takeover when you are bringing them to the table as an argument. I'm currently in the mixed terrain for talking about both deals/and or takeover..
	21/5 21:24 af ROI - David Mygind	Selv tak. Logger desværre af nu, sidder i et tog og er fremme ved destinationen :-)
	21/5 21:24 af Budweis	thanks
	21/5 21:24 af ROI - David Mygind	Men når vi får prominent besøg fra udlandet så må vi sørge for at tage os godt af dem..
	21/5 21:26 af ROI - David Mygind	You are all welcome and thanks to everyone for keeping this forum so god damn interesting to follow on a daily basis.. My advice to any English speakers.. Use google translate.. you will find an absolute treasure trove with information hidden here..
	21/5 21:41 af Helge Larsen/PI-redaktør	Selv tak David. Forsat god weekend. :-)
	21/5 22:10 af saini21	Thanks David
	21/5 22:15 af Legolas23	Det vi hører, er det kommende gode resultater fra samarbejdet fra Novo-samarbejdet om Duobody ?
	21/5 22:17 af Legolas23	Genmab berettiget til potentielle milepælsbetalinger på 250 mio. dollar for hver eksklusive licens eller cirka 200 mio. dollar for hver ikke-eksklusive licens. Derudover kommer royalties fra salg af eventuelle kommercielle produkter. (link)
	21/5 22:29 af Legolas23	Hører jeg en whistleblower fortælle om en større aftale eller resultater af en tidligere indgået Duo- eller Hexa-aftale, hvor både Novo og Lundbeck arbejder inden for ?
	22/5 06:57 af Den Fattige	Er der et link til det hele (lidt mere samlet) fra RIO ?
	22/5 07:23 af Helge Larsen/PI-redaktør	(link)
	22/5 07:26 af Helge Larsen/PI-redaktør	Mere opkøbs snak fra 2015: (link)
	22/5 08:09 af Helge Larsen/PI-redaktør	Opdatering på mine porteføljer. Skarpt fokus på Genmab og laks: (link)
	22/5 09:42 af JKY_VH	Tak for genudsendelsen af JOS`s glimrende indlæg:-)
	22/5 09:48 af Helge Larsen/PI-redaktør	Det var så lidt JKY. :-)
	22/5 11:37 af pauly	Kan nogen forklare eller henvise til hvad det er for aftale Genmab har med Gilead? Er først stødt på det nu
	22/5 11:49 af MUFC Oberanven	@pauly. Hvis du ser Genmab præsentation Kempen 6-7 april, slide 14 og 18, så ser du Gilead nævnt som samarbejspartner på Duobody og Hexabody
	22/5 11:52 af pauly	okay mange tak.
	22/5 11:52 af MUFC Oberanven	Korrektion: kun Hexabody