Click
Chat
 
Du kan vedhæfte PDF, JPG, PNG, DOC(X), XLS(X) og TXT-filer. Klik på ikonet, vælg fil og vent til upload er færdig før du indsender eller uploader endnu en fil.
60
Vedhæft Send
Historik

Vælg chat via ovenstående menu
Luk reklame

DANMARKS STØRSTE INVESTORSITE MED DEBAT, CHAT OG NYHEDER
27/11 16:48
af Helge Larsen/PI-redaktør
This session has ended.
27/11 16:47
af Jan Van de Winkel
Stay safe and keep optimistic.
27/11 16:47
af Jan Van de Winkel
Thank you for another energizing session. Looking forward to our next chat...
27/11 16:46
af Helge Larsen/PI-redaktør
Thank you for joining us and thank you for the many fullfilling answers to our questions. We look forward to seeing you back here on ProInvestor.com after Q4.
27/11 16:46
af Jan Van de Winkel
I am very much a team player and setting ambitious goals with a fabulous team working in very close collaboration and at a high pace.
27/11 16:44
af NJäger
How would you describe your personal style of leadership as a CEO?
27/11 16:44
af Helge Larsen/PI-redaktør
And now to the last question.
27/11 16:44
af Jan Van de Winkel
This antibody has been designed to only activate T-cells via the 41BB molecule when the PD-L1 targeting arm of the bispecific is bound to a cell.
27/11 16:43
af Solsen
Mr Winkel One more on GEN1046 as for understanding the duobody. Can the binding to the 4-1BB arm take place if the PD-L1 arm are “free”
27/11 16:42
af Jan Van de Winkel
At present we see daratumumab getting more and more traction as a lead therapeutic for MM. The current subcu formulation is increasingly adding to this leadership position.
27/11 16:41
af GeorgeBest
If Sanofi succeeds in developing a SC formulation for Sarclisa, do you see this as a big risk for Darzalex to lose substantial marketshare?
27/11 16:41
af Jan Van de Winkel
It is a combination of both.
27/11 16:40
af aarfaei
Regarding, enapotamab vedotin, was the primary issue safety or efficacy?
27/11 16:40
af Jan Van de Winkel
Updates will come from JnJ.
27/11 16:39
af Sujit k
Any update on Genmab/ Janssen PSMA molecule, any plans for interim data next year?
27/11 16:39
af Jan Van de Winkel
Our ambition is to become a fully integrated biotech innovation powerhouse and achieve our 2025 vision of bringing truly innovative antibody therapeutics to patients.
27/11 16:37
af LLI
These years Genmab is heavely transforming away from being a one horse biotech. On this path which objectives do you have in mind. A progressive pipeline, own products, sales forces, M&A, economical surplus and nursing shareholders (bear in mind). When will divdends be an objectiv on this journey like other peer mature companies?
27/11 16:37
af Jan Van de Winkel
Next February we will provide guidance for 2021. Stay tuned.
27/11 16:37
af Jan Van de Winkel
We intend to create further value for our exciting differentiated antibody products which will require maximization of a number of programs and thus substantial investments...
27/11 16:35
af LLI
At Q3 2020 Genmab holding a cash position of 17.5B DKK equivalent to approx. 4 years operating expenses at 2020 level. Which level or ratio do management targeting in the future? At which level you find an adequate balance?
27/11 16:35
af Jan Van de Winkel
At present there are no plans to work on the denomination of the Danish shares.
27/11 16:34
af LLI
Does the management see any benefits of an alignment between the denomination of the share traded at Nasdaq Copenhagen and the ADS?
27/11 16:34
af Jan Van de Winkel
We cannot comment on timing.
27/11 16:33
af Selva K
while Genmab has received milestone from JNJ for JNJ-63898081 in July 2019, when do you expect next milestone under the JNJ deal? May be can pls talk the Program?
27/11 16:33
af Jan Van de Winkel
The planning for this program is entirely up to JnJ.
27/11 16:32
af Selva K
As part of the collaboration with JNJ, do you have any plans to expand the JNJ-63898081 program to broad solid tumors?
27/11 16:32
af Jan Van de Winkel
This is a JnJ program which is progressing well. Updates will come from JnJ.
27/11 16:31
af Sujit k
On JNJ-63898081 (for solid tumors): Any comments on how the program is doing? (using your DuoBody platform)-- when to expect a potential update on this program?
27/11 16:30
af Jan Van de Winkel
We are entitled to milestones on the various programs of between 170-190 m USD and royalties usually in the single digits range. Our partners do not want us to provide further color.
27/11 16:28
af Sukkeralf
Jan could you disclose any hints about the split between the development/registration percentage and the sales percentage in the milestone package for the Janssen DuoBody deal - just to get a feel of how backloaded these are ?
27/11 16:28
af Jan Van de Winkel
We are currently analyzing the liver tox seen in some patients. At present it is too early to speculate on the mechanism of action but we are encouraged by our ability to manage the tox profile in cancer patients. 2021 will be the year where we will hope to see data from the expansion cohort with this antibody and to get a better feeling of the mechanism underlying the toxicity in some of the patients.
27/11 16:26
af Solsen
Mr Winkel Livertox in GEN1046 seems to bother analyst and investors. Genmab sees less concerned as patiens with livertox can continue on GEN1046. Do you see dose depend livertox or PD-L1 saturation depend livertox. Could livertox be a PD-L1 issue as we se cases in mono PD-1/PD-L1 drugs ?
27/11 16:26
af Jan Van de Winkel
We don't see teclistamab and talquetamab as competitors but as combination therapeutics with daratumumab.
27/11 16:25
af Solsen
Mr Winkel Do you se a risk in Teclistamab/Talquetamab taking marketshare from Dara if approved ?
27/11 16:25
af Jan Van de Winkel
We anticipate that the next product reaching the market will be tisotumab vedotin, followed by epcoritamab if all goes well.
27/11 16:24
af Solsen
Mr Winkel Could you give us some timeline on the epco to the market. Just wonder if your statement on Genmabs 2025 vision could be realised some years earlier referes to epco.
27/11 16:24
af Jan Van de Winkel
Genmab will book the net sales for both the US and Japan, and will receive royalties from AbbVie for the ROW sales.
27/11 16:23
af Solsen
Mr Winkel How will Genmab book the revenue if Epco gets an approval - as sales - which markets or as royalties ?
27/11 16:22
af Jan Van de Winkel
The initial filing will be in the US. The next one is currently anticipated in Japan.
27/11 16:22
af E L
You are hoping to file your BLA for Tisotumab Q1 ’21; should we expect simultaneous filings in the US, Europe and Japan?
27/11 16:21
af Jan Van de Winkel
Genmab receives royalties on net sales.
27/11 16:21
af peter12
Novartis announced they will give away Kesimpta for free in a period, but will Genmab receive royalties anyway ?
27/11 16:20
af Jan Van de Winkel
This is a question for Novartis. We are thrilled with the update from our partner and cannot wait to see the sales number for Q4.
27/11 16:20
af E L
Novartis this week mentioned Kesimpta had a 5,2% NBRx share just 10 weeks post launch; can you tell us roughly how many actual patients have started since the launch?
27/11 16:19
af Jan Van de Winkel
Most analysts currently predict a market between 500 and 750 mio USD. This is considerably smaller than the multiple myeloma market.
27/11 16:18
af GeorgeBest
How big is the amyloidosis market in percentage compared to multiple myeloma marked?
27/11 16:18
af Jan Van de Winkel
We are making good progress on all of these partnerships and definitely expect INDs to result from these. Stay tuned for timing.
27/11 16:17
af GeorgeBest
When do you expect any INDs from the CureVac and Immatics cooperation, and could we also expect more INDs from the BioNTech cooperation?
27/11 16:17
af Jan Van de Winkel
So now picking and choosing from Genmab's proprietary product pipeline, but newly creating product options in the partnership.
27/11 16:16
af Jan Van de Winkel
We have a research agreement with AbbVie where Genmab and AbbVie jointly work on entirely new programs, either using Genmab antibodies or AbbVie antibodies in combination with Genmab's DuoBody technology or AbbVie's new ADC technologies to create entirely new product candidates..
Nyeste Først- Ældste Først   Side 1/2