Aktiechat - investeringstips

	3/11 16:40 af Helge Larsen/PI-redaktør	This session starts in 20 minutes.
	3/11 16:50 af Helge Larsen/PI-redaktør	In 10 minutes we begin the online Q&A with Genmab.
	3/11 16:55 af Jan Van de Winkel	I am here and looking forward to our Q&A session.
	3/11 16:55 af Helge Larsen/PI-redaktør	Great.
	3/11 16:56 af Helge Larsen/PI-redaktør	Jan van de Winkel and David Eatwell. Welcome to the Q & A here on the ProInvestor. We are very happy that you are back in here and ready to answer questions from our investors.
	3/11 16:56 af Jan Van de Winkel	Great to be here. Looking forward to questions.
	3/11 16:57 af Helge Larsen/PI-redaktør	Genmab has had a great Q2. Can you start with giving us an update on key figures and the most important developments in the Q2 ?
	3/11 16:57 af Jan Van de Winkel	As it is Q3 I will focus on that.
	3/11 16:57 af Helge Larsen/PI-redaktør	Sorry. :-)
	3/11 16:58 af Jan Van de Winkel	Financial highlights were revenues 889 up 331 mn DKK or 59%, led by strong Darzalex sales...
	3/11 16:58 af Jan Van de Winkel	...Q3 sales for Darzalex 163 mn USD and a 52% increase on Q2....
	3/11 16:59 af Jan Van de Winkel	....Year to date Darzalex sales 372 mn USD - and royalties of 298 mn DKK to Genmab. Cash at the end of the period 3.9 bn DKK
	3/11 17:00 af Jan Van de Winkel	The most important developments are the Priority review for Daratumumab with revlimid or with Velcade in second line MM...
	3/11 17:00 af Jan Van de Winkel	...and a standard review for dara and Pomalidomide in 3rd line MM ....
	3/11 17:00 af Jan Van de Winkel	....We were also happy to get the Breakthrough designation for dara (the second for daratumumab)....
	3/11 17:01 af Jan Van de Winkel	....and the start of recruitment in the Phase 3 ofatumumab multiple sclerosis trials run by Novartis....
	3/11 17:01 af Jan Van de Winkel	and lastly the deal we did with DuoBody and Gilead.
	3/11 17:02 af Solsen	Dear mr. Winkel. First of all thanks for an excellent Q3 report ! We recently read in NEJM about a patient who had a remission in NK cell-T-cell lymphoma - fantastic to read. What market potential in this indication could be within reach for Darzalex ?
	3/11 17:03 af Jan Van de Winkel	There is a Phase 2 study scheduled for NKT Cell Lymphoma by Janssen so we are enthused by this opportunity and look forward to the data.
	3/11 17:04 af MrEbbe	Dear Jan. Congrats, on the great Q3 performance. Could you give us a brief overview of the competitors situations regarding Darzalex. There have been some articles lately with oral tablets among others. How big a thread is these to Darzalex, that takes longer time pr treatment.
	3/11 17:05 af Jan Van de Winkel	We feel that daratumumab is an excellent backbone treatment for MM. And that many new agents would be excellent combination partners with daratumumab..
	3/11 17:06 af Bulder	Any news about dara + Tecentriq in a solid tumor?
	3/11 17:07 af Jan Van de Winkel	This study is announced in a solid tumor and should start shortly.
	3/11 17:08 af Solsen	Mr Winkel. When can we expect the first in human data on the immunomodulatory effect in solid cancer (Darzalex) ?

	3/11 17:09 af Jan Van de Winkel	As the studies have not yet started and immunomodulatory effects take time to build up, you shouldnt expect data in the near future.
	3/11 17:09 af Jan Van de Winkel	..
	3/11 17:10 af Sukkeralf	If Janssen get sc dosing of daratumumab (via Halozymes technology) approved - could that lower the royalties Genmabs gets or will Halozymes royalty only be deducted fra Janssen ? Would Darzalex then be prices differently due to better convenience (sc dosing) for the patients ?
	3/11 17:11 af Jan Van de Winkel	The deal between Genmab and Janssen stays the same (exactly the same royalty as with i/v)...
	3/11 17:11 af Jan Van de Winkel	this means a royalty between 12-20% of net sales...
	3/11 17:11 af Jan Van de Winkel	...the sub cut version would get a different brand name, and likely a different price but that is determined by Janssen..
	3/11 17:12 af Sukkeralf	Do Janssen intend to start phase III trials with Daratumumab in combination with Kyprolis (and Ninlaro) to cover all proteasome inhibitor combinations (and making a bit harder for isatuximab) to find a place in the CD38 MM-marked ?
	3/11 17:13 af Jan Van de Winkel	You can expect combination studies between daratumumab and other key MM agents in the coming time..
	3/11 17:13 af Solsen	Mr Winkel. Could you sheed some light on when to expect Seattle Geneticts to decide to co-develope or let Genmab going alone on royalty basis with Tisotumab ?
	3/11 17:14 af Jan Van de Winkel	Contractually Seattle Genetics can exercise their opt in right at the end of the Phase 1/2 study. This study is ongoing..
	3/11 17:14 af investor1989	Hexabody partnerships have been slow since this platform was launched. Why that? when launched you talked about inlicense drugs, life cycle management opportunities etc. ?
	3/11 17:15 af Jan Van de Winkel	It is very time consuming and a long process to do deals. We are activating working on the partnering of HexaBody and DuoBody platforms and do expect new agreements in the f uture..
	3/11 17:16 af investor1989	The two IND you are targeting for 2017. Can you maybe show some more light on timing. First half, summer, second half. etc?
	3/11 17:17 af Jan Van de Winkel	Next week we will hold a capital markets day (in NYC but also webcast live and archived on our website). This should shed a lot of light on our preclinical and clinical programs..
	3/11 17:18 af GeorgeBest	Is there any interest from big pharma in Genmabs hexabody platform? So there is no license collaborations published with big pharma?
	3/11 17:18 af Jan Van de Winkel	We have a number of interactions with pharma and biotech companies for different therapeutic areas...
	3/11 17:19 af GeorgeBest	Is Gilead interested in doing more Duobody/Hexabody license deals, as the ohne they did on HIV?
	3/11 17:19 af Jan Van de Winkel	we will talk more about our technologies at our capital markets day next week..
	3/11 17:19 af Jan Van de Winkel	We cannot comment on specific partnerships..
	3/11 17:19 af GeorgeBest	You have on countless occasions told that Genmab want to keep 50% ownership in new tecknology deals. Is that an obstacle to get new deals concluded?
	3/11 17:20 af Jan Van de Winkel	It is of course more challenging to keep 50% or more of the ownership, but not an obstacle..
	3/11 17:22 af GeorgeBest	After Novartis stroke a bispecific license deal with Xencor, has that dampened your expectations on Genmabs duobody collaboration with Novartis?
	3/11 17:22 af Jan Van de Winkel	No..
	3/11 17:22 af Bulder	Is it your intention to take Daratumumab in the clinic against Acute Myeloid Leukemia?
	3/11 17:23 af Jan Van de Winkel	Next week (at our capital markets day) we will give further clarity on other blood cancer indications..
	3/11 17:24 af GeorgeBest	When do you expect Lundbeck to move into the clinic with the Alzheimer drug licenced from Genmab?