Aktiechat - investeringstips

	2/3 17:43 af Helge Larsen/PI-redaktør	This session is ended.
	2/3 17:43 af Jan Van de Winkel	Thank you very much, we have enjoyed the interaction. And look forward to speaking with you again next quarter.
	2/3 17:42 af Helge Larsen/PI-redaktør	Jan and David. That was all we had for you this time. Thank You for joining us and thank you for the many fulfilling answers to the questions from our investors here at ProInvestor. com. We look forward to to seeing you back here in the near future after Q1.
	2/3 17:42 af Jan Van de Winkel	The Novo Nordisk collaboration is going well, and we already triggered a milestone in 2015 Q4.
	2/3 17:41 af Joakim Von And	Is there any further plans on working on more coprations with Novo
	2/3 17:41 af Jan Van de Winkel	We anticipate to see controlled growth in Genmab over the coming years. The fundamentals of the company have never been better in its history.
	2/3 17:40 af bongobob	With the expanding pipeline, do you expect to increase the headcount in the coming years
	2/3 17:40 af Jan Van de Winkel	Fire away!
	2/3 17:40 af Jan Van de Winkel	Currently we are testing various solid tumor indications for tisotumumab vedotin and if Seattle Genetics opts in it will be a 50/50 collaboration.
	2/3 17:40 af Helge Larsen/PI-redaktør	Great. We have 3 questions more left for you.
	2/3 17:39 af Jan Van de Winkel	Assets created under the Aduro Biotech Europe collaboration will be owned 50/50.
	2/3 17:39 af Thetreble	Regarding tisotumab- how Big is the potential market ? And you will own 50 % of the produkt
	2/3 17:39 af Jan Van de Winkel	The trial is open in South Korea for JNJ372, and we look forward to progress in that trial.
	2/3 17:39 af Sukkeralf	In the Aduro Biotech Europe collaboration you both deliver antibody panels - any changes in ownership if both arms in the bispecific antibody comes from the same company ?
	2/3 17:39 af Jan Van de Winkel	We have compared our DuoBody CD3xCD20 molecule with other CD20 antibodies and our candidate stands out perfectly in relevant animal models.
	2/3 17:38 af Sukkeralf	Have recrutement started for JNJ372 - and what about a milestone for that ?
	2/3 17:38 af Jan Van de Winkel	We anticipate to file an IND and initiate the clinical study in 2016.
	2/3 17:38 af Sukkeralf	Jan you talked very positive about your CD20/CD3 bispecific antibody (or series of antibodies) - have you compared it to any other CD20 (or CD19) bispecific antibody ? It´s a rarther crowded marked with good naked antibodies and a lot of kinase inhibitors comming through these years - do you still hope for a broad development plan like we saw with Ofatumumab or is it more realistic with a narrow set of indikations (I know its early days)?
	2/3 17:37 af Jan Van de Winkel	DuoBody collaboration with Janssen is making excellent progress, with 11 activated programs leading to 7 clinical candidates selected and several of these programs progressing towards the clinic.
	2/3 17:37 af bongobob	When will the AXL_ADC trail start and in which indication
	2/3 17:36 af Jan Van de Winkel	There are no milestones associated with Autoimmune development. We look forward more from Novartis publically regarding their plans - they have in their Annual Report stated they will pursue MS development in second half of 2016.
	2/3 17:35 af investor1989	Do you expect more Duobody IND from Jannsen in 2016 ?
	2/3 17:35 af Jan Van de Winkel	We still own 25% of the asset.
	2/3 17:35 af MUFC Oberanven	Question about Azerra in MS: when do you expect Novartis to do their next move? Will there be any milestone payments for this in 2016?

	2/3 17:35 af Jan Van de Winkel	It is a little early to predict but the antibody is right now evaluated broadly in lymphomas as well as in AML.
	2/3 17:34 af investor1989	Regarding Humax-TAC-ADC. How big is the potential market here? With 25 % royalty income to Genmab it could be a quite nice royalty stream in the future?
	2/3 17:34 af Jan Van de Winkel	The opt in is dependent on the availability of the Phase 1 data.
	2/3 17:33 af bongobob	Regarding Tisotumab, do you expect to ask the opt-in question to Seattle Genetics this year
	2/3 17:33 af Jan Van de Winkel	There is a good energy in the collaboration but we cannot comment on the next steps.
	2/3 17:32 af Sukkeralf	What is you feeling regarding the technology collaboration with Gilead - will it end up in a license agreement in 2016?
	2/3 17:32 af Jan Van de Winkel	The collaboration is progressing well - Gilead has only recently provided approval for us to use their name publically.
	2/3 17:31 af jkj	Regarding your announces from June 4, 2014 about collaboration with a undisclosed large biotechnology company. From your presentation at SEB Nordic jan 7, 2016 we see the name Gilead for the first time. Why was the company name undisclosed, for so long time, and can you tells us what the status is of this collaboration ?
	2/3 17:31 af Jan Van de Winkel	There are several studies ongoing and Novartis intends to file in the secondline CLL setting. All of these can lead to a broader label. We are also very excited to hear about Novartis' plans in Autoimmune diseases.
	2/3 17:29 af Bo Benn	Considering the hit Arzerra sales has taken due to competition in CLL, could you expand a little on the label extension strategies in cancer, both in CLL and NHL (and other potential indications), to perhaps boost future cancer revenue from that product?
	2/3 17:28 af Jan Van de Winkel	We currently have the NHL trial that you reference ongoing. We expect progress outside of NHL and MM in the future.
	2/3 17:27 af Sukkeralf	For Daratumumab outside MM which indications are you pursuing besides FL, DLBCL and MCL (or if you can´t mention which indications maybe just confirm if we will see clinical trials outside MM, FL, DLBCL and MCL in 2016) ?
	2/3 17:27 af Jan Van de Winkel	It is too early to have any data from this study.
	2/3 17:27 af maskinerne	To what extend have you seen injection site reactions in cohort 1 and 2 in your subcu studies on Dara?
	2/3 17:26 af Jan Van de Winkel	The subcue is in Phase 1 and progressing well.
	2/3 17:26 af Sukkeralf	Will the Halozyme sc version of Daratumumab be something Janssen will take forward as quickly as possible or should we look at it more of a life cycle management kind of thing ?
	2/3 17:26 af Jan Van de Winkel	We use IMS data to track DARZALEX sales, and we are very encouraged by the progress so far.
	2/3 17:25 af jkj	whit that in mind, and as we know, you also follows that prescription for dara. Do you have any knowledge, whether we should expect the same rapid progress.
	2/3 17:25 af jkj	as you probaly know nordea recently has estimated the turnover for dara to be around 30 mio. dollars for jan, 2016.
	2/3 17:24 af Jan Van de Winkel	With regards to question 2 - we confident that we can reach the guidance for 2016. it is too early to provide more accurate projections of sales at this time.
	2/3 17:23 af Jan Van de Winkel	Seattle have an opt in right after Phase 1 data, and if they choose to opt in, then we would split the product rights and costs 50/50. This is unique to this tisotumab vedotin program.
	2/3 17:22 af Jan Van de Winkel	In answer to the question on the Seattle Genetics opt in for tisotumab vedotin...
	2/3 17:21 af Tattitappi	First of all, a big thank you for taking part in this Q&A. My first question is as follows: 1) You mentioned about a possible opt-in by Seattle Genetics later in 2016. Does this opt-in include any major future plans with Seattle Genetics or is it a one-off deal? Second, how would you comment on the latest prognosis of Darzalex sales? Does the prognosis differ from the initial reports which were presented during the Q&A after 2015 year s
	2/3 17:20 af Jan Van de Winkel	There are several tranches - unfortunately we cannot provide more detail.
	2/3 17:19 af investor1989	Darzalex royalty is currently 12 % and moving to 20 % above 3 bio. $ in sales. Should we calculate with a linear uptake from 12 to 20 % between 0 and 3 bio. $ in sales or can you tell anything here?
	2/3 17:19 af Jan Van de Winkel	which is nice progress and we look forward to watching over the coming months.