Genmab

	23/9 07:56 af lahn1	Uha, tænker at patent spørgsmålet potentielt kan koste os meget mere end en andel af 5% til Halo. Er der nogen som har overblik over dara patenter og udløbs datoer som holdes af hhv Gmab og Jansen. Hvad er risikoen ?
	23/9 06:35 af Helge Larsen/PI-redaktør	Meddelelsen er her: (link)
	23/9 06:31 af transalp	Go morgen.. :)
	23/9 06:30 af Helge Larsen/PI-redaktør	Muligheden indskrives stort set i alle forretningsmæssige kontrakter.
	23/9 06:29 af Helge Larsen/PI-redaktør	At tage en voldgiftssag i forbindelse med en uenighed omkring kontraktlige forhold er nu meget almindeligt to parter i mellem.
	23/9 06:13 af Helge Larsen/PI-redaktør	God morgen. :-)
	23/9 05:56 af Klarussen	Koster vel noget på kursen?
	23/9 05:53 af Klarussen	22 sep, 23:51 Ritzau Genmab: I royalty-slagsmål med Jannsen Den danske biotekkoncern Genmab er røget i totterne på sin meget vigtige amerikanske partner Janssen omkring royalty-betalinger forbundet med blockbuster-kræftmidlet Daratumumab, også kendt som Darzalex. Det fremgår af en fondsbørsmeddelelse tirsdag aften. De to selskaber har derfor indledt en bindende voldgiftssag i New York ved CPR Institute for Dispute Resolution for Non-Administered Arbitration… (link)
	23/9 00:02 af HenryAS	Min Agro idag: Genmab kan snart gå i køb igen igen ;) kursmål 3.000-3.500
	23/9 00:02 af BioShare	(link)
	23/9 00:01 af BioShare	(link)
	22/9 23:58 af BioShare	Der var så ikke helt enighed om aftalen og betalingen til HALO for SC :-( (link) g-arbitration-two-210400349.html
	22/9 22:15 af KWC	(link)
	22/9 22:14 af KWC	FDA Accepts BLA for bluebird and BMS' Multiple Myeloma CAR-T Treatment
	22/9 16:05 af E L	i don't think that stops the divestment process of the 25%? and then there is still the Genmab antibody they will want royalties/licence payments on
	22/9 16:00 af Darvin	Præcis
	22/9 15:47 af gentogen	If we fail to agree on the key financial terms or if no license agreement has been entered into during the specified time period to do so, a defined process to facilitate the divestment of Cami will be initiated. This process includes the opportunity for both parties to bid for the license rights alongside third parties
	22/9 15:44 af gentogen	From previous link: If the Parties mutually agree on a Term Sheet by 31 August 2020, the Parties shall negotiate in good faith a license agreement in accordance with the Term Sheet for a period of sixty (60) calendar days starting on 1 September 2020, which sixty (60) calendar day period may be extended by prior mutual written agreement by the Parties (the “Negotiation Period”).
	22/9 14:25 af E L	offcourse, so would I. However, I am wondering more and more if maybe JNJ will wait for early efficacy of HexabodyCD38 before deciding what they will do with any new CD38 trials... ?
	22/9 14:15 af Bulder	Yes, but I would prefer a large Janssen-led study in RA.
	22/9 13:44 af E L	and @Bulder ; given that "Studienleiter" was Dr. Alexander, "Leiter der rheumatologischen Fachambulanz" I imagine RA could follow soon ;-)
	22/9 13:41 af E L	@Darvin the Berlin hospital where the Lupus patients were treated will also start a Daratumumab Lupus trial (link)
	22/9 11:17 af Mcjean	@Stockbull, Ja det bliver så et dyrt opkøb, men det er ved at være sidste udkald for de store, de får ikke Genmab med 50%, hvis deres nye guldæg virker, så får de slet ikke Genmab, så vil de blive blandt de allerstørste inden for feltet, måske endda de største.
	22/9 11:12 af Darvin	EL and kkjoel - Do not think now it should be read as if Genmab is on its way out. It addresses the risks associated with investing in ADCT. The probability is probably primarily that the parties reach an agreement regarding license and the financial. If they do not agree, a divestment process can start. I wonder if it is most likely that they will agree on license terms. BTW If not - Genmab also has the option to take over.

	22/9 11:11 af Rune2494	Hvordan lyder raslen på vandrørene i forhold til takeover efterhånden? Udover herinde i chatten er der godt nok langt imellem, at jeg hører nogen gisne om det
	22/9 11:05 af StockBull	Har været på Vincent van Gogh museumet i Amsterdam og efter dette besøg er det gået meget godt med stregerne :-) 5000 er mulig i Q1 2022 såfremt kursen holder sig inde i kanalen, meeen Genmab er nok opkøbt inden med 50% premium
	22/9 10:48 af lahn1	@EL Thx
	22/9 10:37 af Mcjean	Sejt! hvordan ser stregerne ud oppe ved 10.000-området? Er det ren fibonacci tilsat lidt Per Arnoldi kruseduller eller er vejen ryddet til snarlig end-station?:-D
	22/9 10:31 af StockBull	Der er jo nærmest kunst med de streger. Ufatteligt så precist kursen følger retningen mod de 2550 som kunne være target inden næste retracement (link)
	22/9 10:31 af E L	@lahn1 i only know they are in the same location (link)
	22/9 10:20 af kkjoel	Ok. Could be quite a large amount GEN gets out of this, I suppose. We'll see - excitedly awaiting.....
	22/9 10:08 af E L	My guess is that , because indeed they have to publish upon closing, it hasn't been fully finalised yet? it seems 31aug was the date the term sheet had to be ready
	22/9 10:03 af kkjoel	Btw, great find, EL :-)
	22/9 10:02 af kkjoel	So, must we assume that they have closed the agreement (31 Aug 2020) and/or will GEN be obliged to publish the main terms upon signing it?
	22/9 09:57 af lahn1	Nogen der ved hvilket samarbejde Genmab har med U-Protein Express i Utrecht ?
	22/9 09:55 af E L	ADCT better raise a lot of money then so they can afford the payoff ;-)
	22/9 09:53 af E L	so looks as if Genmab is trying to divest it
	22/9 09:52 af E L	and finally in exhibit 10.6 it reeds "The Parties agree to negotiate for a period ending on 31 August 2020 with the intent to agree in good faith on a non-binding term sheet that includes all key financial terms for a license agreement between the Parties whereby ADCT acquires Genmab’s share of the ADC"
	22/9 09:52 af Sukkeralf	Good work again E L
	22/9 09:49 af Darvin	Men - de er slet ikke færdige
	22/9 09:49 af Darvin	Det "lovede" de jo sådan set også den anden dag :-)
	22/9 09:47 af AaBforever	GENMAB/SHB: KURSMÅL HÆVES TIL 2400 KR. FRA 1920 KR./ritzau/FINANS
	22/9 09:41 af E L	More on the Collaboration and License Agreement is on p167 if interested
	22/9 09:35 af E L	We are also evaluating Cami in a Phase 1b clinical trial as a novel immuno-oncology approach for the treatment of various advanced solid tumors.
	22/9 09:35 af E L	We anticipate reporting top-line response rate data from our pivotal Phase 2 clinical trial of Cami for the treatment of HL in the first half of 2021, and we believe that this clinical trial, if successful, will support a BLA submission.
	22/9 09:35 af E L	We have completed enrollment of a 133-patient Phase 1 clinical trial of Cami for the treatment of relapsed or refractory HL and NHL that has shown an 86.5% ORR and a 48.6% CRR in patients with HL at the initial dose for our pivotal Phase 2 clinical trial and a 44.0% ORR and an 8.0% CRR in a subset of patients with T-cell lymphoma as of April 2019.
	22/9 09:35 af E L	this may be a good Cami summary: "we are evaluating Cami in a 100-patient pivotal Phase 2 clinical trial for the treatment of relapsed or refractory HL and have enrolled 47 patients as of June 30, 2020.
	22/9 09:30 af E L	where on p6 it reads "Our collaboration and license agreement with Genmab may require a divestment of Cami, in which Genmab has a 25% interest. On June 24, 2020, we and Genmab agreed to enter into a period of good faith negotiations regarding the key financial terms of our license agreement. " etc etc
	22/9 09:30 af E L	which means we get a SEC report : (link)
	22/9 09:29 af E L	ADCT looking to raise money again: ADC Therapeutics Announces Proposed Public Offering (link)