Genmab

	11/6 11:53 af Sukkeralf	E L - pretty sure Jan said that. But it could be a small amount
	11/6 11:53 af Solsen	Yes but the question yesterday was - is these programs in clinical developement alredy. NO
	11/6 11:52 af E L	are you sure it is not included?
	11/6 11:51 af Sukkeralf	E L - and there is a opt in payment thats not included in the 2 billion milestones
	11/6 11:51 af E L	Bryan Garnier höjer riktkursen för Genmab till 2 000 danska kronor (1 950), upprepar neutral - BN (Finwire)
	11/6 11:50 af GeorgeBest	@kkjoel 11:42 Ikke nogen opdatering på Bloomberg kursmål det senste år, kan ikke gå længere tilbage
	11/6 11:50 af E L	@Solsen it was written exactly like that in the press release " For the discovery research partnership, Genmab will conduct Phase 1 studies for these programs. AbbVie retains the right to opt-in to program development."
	11/6 11:48 af Solsen	Det er hurtigt !
	11/6 11:47 af Solsen	JW nævner også at de forventer at indsende ansøgning om godkendelse i første indikation for epco i 2022.
	11/6 11:46 af Solsen	Heri henviser JW også til lignende tidligere aftaler som Janssen og Genentech. Som bekendt endte godt med at forgylde Genentech ejerne :-)
	11/6 11:46 af kkjoel	Sukker - jeg bemærkede at han svarede meget kort, noget a la "we don't think at that" (kunne godt tolkes: for the time being), istedet for noget mere kategorisk. Måske man kunne lægge noget i det?
	11/6 11:44 af Solsen	I en ny artikel i børsen slås det fast at: "De projekter, der er i discovery-fasen, altså endnu ikke i klinisk udvikling, vil Genmab gennemføre fase 1-forsøg med, og Abbvie har option på at kunne komme med i videreudviklingen af midlerne" - citat slut.
	11/6 11:42 af kkjoel	GB, det seneste Bloomberg kursmål jeg har er 1395 fra slut-17. Er de holdt op med at dække eller er jeg bagved kurven?
	11/6 11:38 af E L	would be fun to know what other companies were in the race for the deal
	11/6 11:32 af Sukkeralf	Now at least they know that we are looking out for that - and Jan also said that he really hoped that was not the case. And Nigel also said NO to that Q
	11/6 11:31 af Sukkeralf	But they also have shown a more problematic side - when they skipped Galapagos JAK1 inhibitor and went forward with there own JAK1 compound. So quite liked the Q about similar BsAbs in their own pipe being similar to Genmabs
	11/6 11:27 af Sukkeralf	Yes solsen they are very aggressive - the price for pharmacyclics years ago was also very high.
	11/6 11:22 af E L	Dara SC by JNJ EVP at GS conference from minute 18 (link)
	11/6 11:19 af Solsen	Just read some of Abbvies history. They are quite offensive in the M&A field. Last year they bought Allergen for $63 bn - yah a good partner we have :-)
	11/6 11:18 af kkjoel	Whoever thought fb meant facebook...?! ;-)
	11/6 11:17 af kkjoel	Not "full monty", but "full børnehaveklasse".. is the new black.
	11/6 11:16 af kkjoel	Think they should look to the vast experience in the music industries - so there THEY could go børnehaveklasse.. ;-)
	11/6 11:13 af kkjoel	Also they often seem not to have a "producer" - the volume comes up and down with the microfone level of the individual analysts :-(
	11/6 11:10 af Bulder	The problem with these webcasts is that you don't understand the Q, due to low sound quality. Goes better with the A.

	11/6 11:09 af E L	i am not sure there will be a transcript is what i was trying to say
	11/6 11:08 af Bulder	They must be confident about TV-data
	11/6 11:08 af kkjoel	Yes, sukker, sounds about right. That's a rather convoluted agreement in my book..
	11/6 11:07 af Bulder	will there be a transscript?
	11/6 11:07 af E L	not sure, it was not an earnings call, but a transcrijpt would be helpfull...
	11/6 11:06 af kkjoel	I am confident someone will link to the transscript soon.. normaly it's comes on seekingalpha..
	11/6 11:06 af E L	yesterdays comments on tiso made me feel they are already full-on planning the roll-out...makes me look forward to the data...
	11/6 11:02 af Sukkeralf	But also "Each party has the option to co-promote by employing up to 40 percent of the sales effort in the other party's territories. " for tiso
	11/6 11:00 af kkjoel	He definitely mentioned/specified it at the cc yday.. but can't remember exactly what was said..
	11/6 10:59 af Bulder	(link)
	11/6 10:59 af Bulder	Seattle Genetics will be responsible for commercialization activities in the US, Canada, and Mexico, while Genmab will be responsible for commercialization activities in all other territories.
	11/6 10:57 af GeorgeBest	I think SGEN have the US market in TV
	11/6 10:56 af Sukkeralf	He he .-)
	11/6 10:56 af kkjoel	So it's like a børnehaveklasse for BP?
	11/6 10:56 af Sukkeralf	Which would make sence - I just remember it opposite
	11/6 10:56 af Sukkeralf	Can anyone remember which Markets Genmab have when it comes to tisotumab vedotin - is it also US and Japan ?
	11/6 10:55 af Sukkeralf	Yes first start to learn selling drugs in US and Japan and later on EU/RoW
	11/6 10:52 af kkjoel	Ok, that's probably the angle - they are a "drugs company".. and later on when they get big for real, they want to be called "Big Pharma! ;-)
	11/6 10:47 af E L	i think the nuance here is that they want a company that really sells drugs themselves, that does not 'just' rely on royalties
	11/6 10:47 af kkjoel	Go Merkel und Macron!
	11/6 10:47 af kkjoel	Ja, Bulder - og han siger osse at de på sigt med andre stoffer nok vil begynde at sikre sig rettigheder til nogle europæiske nøglemarkeder.
	11/6 10:44 af kkjoel	Altså blot vedligeholder et regneark..?! ;-)
	11/6 10:43 af kkjoel	Sukkeralf - Jan siger at de på epco "books us sales". Men de skal jo dele indt. og udg. samt begge stå for markedsføringen der.. forstår jeg af andre kommentarer. Så hvad er den finere nuancering her - er det bare at GEN regnskabsfører pengestømmene?
	11/6 10:42 af Bulder	Fik lige hørt CC og noterede - ud over alt det med aftalen - at de tilsyneladende allerede tager glæderne på forskud mht markedsføring af TV.
	11/6 10:29 af kkjoel	Ja, så lige den kom jo lidt efter. Tak :-)
	11/6 10:28 af GeorgeBest	Jyske har hold