Genmab

	28/5 14:24 af E L	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.
	28/5 14:24 af E L	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.
	28/5 14:24 af E L	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.
	28/5 14:22 af E L	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
	28/5 14:16 af Sukkeralf	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....
	28/5 14:16 af troldmanden	Naturligvis sukker :-)
	28/5 14:08 af E L	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)
	28/5 14:06 af E L	old Halozyme press release on patent (link)
	28/5 14:01 af E L	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
	28/5 13:39 af nohope	Well, ikke vildt uenig.
	28/5 13:36 af Sukkeralf	hexa CD38
	28/5 13:33 af troldmanden	Jokeren er stadig voldgiften og dermed hexa cd20
	28/5 13:32 af troldmanden	Og det er så hvad jeg håber på sker i 2. halvår
	28/5 13:32 af troldmanden	Det ved jeg ikke om det er Nohope. Jeg mener i bund og grund kursen kom FOR højt op i forhold til casen tidligere. At der skulle/skal flere gode data og salg til for at understøtte den kurs
	28/5 13:25 af Sukkeralf	rumours
	28/5 13:23 af Sukkeralf	Do you have any insights/romours/guesses in why Paul Parren left Genmab?
	28/5 13:22 af Sukkeralf	E L - you need to support the Dutch biotechs :-)
	28/5 13:17 af nohope	Du er noget uambitøs trold.
	28/5 13:15 af troldmanden	Jeg vil være glad og tilfreds hvis "blot" gen kan lukke året i niveau med hidtille ATH
	28/5 13:13 af nohope	Jeg synes du skal reducere - meget, og tage en for holdet.
	28/5 12:51 af StockBull	Synes jeg har dårlige erfaringer med Juni med det kan jo være i år bliver en undtagelse nu når jeg reducere
	28/5 12:50 af StockBull	Er begyndt at øge kontant beholdningen. Tror bare det bliver daytrading i sp500 i Juni + jeg holder mine lange Genmabber og mine fonde
	28/5 12:49 af Mogan	@StockBull giv gerne et praj inden. Jeg kommer altid forsent :-)
	28/5 12:45 af StockBull	Men mon ikke vi skal have en korrektion inden Nytår. De fleste af de store ETFer er alle tæt på ATH niveau. I hvert fald dem jeg har :-)

	28/5 12:36 af StockBull	Var det 60% Genmab rykkede i 2020. Fint nok hvis det kun bliver 40% i 2021 - d.v.s kurs 3400 inden 31 december 2021 og 100% på 2 år er vel ok
	28/5 12:22 af Vitus	Du ser også alle nuancerne nohope :-)
	28/5 12:20 af Plimsoller	Hehe. Det bliver det ikke dårligere af Mogan :-)
	28/5 12:16 af nohope	Elendig udvikling i kursen, havde GEN bare fulgt OMXC25 de sidste 12 mdr. så havde den ligget i 2800.
	28/5 12:07 af Mogan	To sjæle én tanke :-)
	28/5 12:06 af Mogan	Måske vi kan fejre nytårsaften i aften. I følge kursen, er det jo meget tæt på 31.december 2021 Genmab-tid.:-)
	28/5 12:05 af Plimsoller	Så er vi tilbage til kursen ved årsskiftet :-)
	28/5 11:39 af E L	ok. something to keep on the radar ;)
	28/5 11:29 af Sukkeralf	I would have loved to hear anything about their partnership with Janssen - but as usual you dont get any insight there
	28/5 11:27 af Sukkeralf	Early days so hard to say - but preclinically I think it looks very promising.
	28/5 11:20 af E L	@Sukkeralf was there anything interesting in that Lava presentation?
	28/5 11:09 af Sukkeralf	(link)
	28/5 11:09 af Sukkeralf	BsAbs view from Catalent Biologics:
	28/5 10:42 af Bulder	Langtidsoverlevelse forbedret i MM (link)
	28/5 09:27 af E L	this is in Korean, from the Prof who will present on amivantamab at ASCO (link)
	28/5 09:07 af E L	Daratumumab for the management of autoimmune cytopenias in children and young adults: a case series (link)
	28/5 08:42 af E L	did we know this: KCR Cap @KcrCap $HALO has patent protection on ENHANZE through 2024 in Europe and 2027 in the US. Royalty rates drop by 50% upon patent expiration, but royalties can still be collected for 10 years following commercial launch (link)
	28/5 08:37 af E L	indicated for EGFRm patients whose tumours have exon 19 deletions or exon 21 (L858R) mutations. (link)
	28/5 08:32 af Bulder	STOCKHOLM (Nyhetsbyrån Direkt) Astra Zenecas Tagrisso (osimertinib) har blivit godkänt i EU för behandling av vuxna patienter i tidig fas av så kallad EGFR-muterad icke småcellig lungcancer. Det framgår av ett pressmeddelande.
	28/5 07:31 af Helge Larsen/PI-redaktør	Fredagens aviser med SAS, Matas og Novo Nordisk(link)
	28/5 07:27 af Helge Larsen/PI-redaktør	Asien: Stigninger på baggrund af optimisme og teknisk omlægning (link)
	28/5 07:27 af Helge Larsen/PI-redaktør	God morgen. :-)
	27/5 17:04 af E L	over 150.000 in the auction?
	27/5 14:46 af Helge Larsen/PI-redaktør	Oversigt med links til ProInvestors 22 nye FB-grupper (link)
	27/5 13:43 af Helge Larsen/PI-redaktør	Nohope...Lyder jeg som en sur negativ shorter i podcasten. :-)
	27/5 13:43 af Helge Larsen/PI-redaktør	Det var en ny mand som skulle lave overskriften.Jeg får den lavet om. :-)