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11/5 15:56
af Helge Larsen/PI-redaktør
Jan and David. Are you online?
11/5 15:57
af Jan Van de Winkel
yes, we are here. Nice to talk to you.
11/5 15:58
af Helge Larsen/PI-redaktør
:-)
11/5 15:59
af Helge Larsen/PI-redaktør
Jan van de Winkel and David Eatwell. Welcome to Q & A here on ProInvestor.com. We are very happy to have you back here and ready to answer questions from our investors.
11/5 15:59
af Jan Van de Winkel
We are eager to go!
11/5 16:00
af Helge Larsen/PI-redaktør
Great. First of all let me just congratulate on the great results for Q1 . Can you give us a short-term update on key figures and important events in Q1?
11/5 16:00
af Jan Van de Winkel
David will start with the financials....
11/5 16:00
af Jan Van de Winkel
Revenues up 48 percent driven by DARZALEX royalty income....
11/5 16:00
af Jan Van de Winkel
expenses up 33 percent, driven by the investment in our pipeline of products....
11/5 16:01
af Jan Van de Winkel
revenue growth exceeded expense increase equaling an increase in operating income of 30 mn DKK to 46 mn DKK for Q1....
11/5 16:01
af Jan Van de Winkel
cash position 4.8 bn DKK....a great start to the year. Important events ...
11/5 16:02
af Jan Van de Winkel
DARZALEX Janssen net sales 255 mn USD....
11/5 16:02
af Jan Van de Winkel
up 28 percent to Q4 2016. Launched in 18 EU countries and US...
11/5 16:03
af Jan Van de Winkel
Exciting new trials BMS Opdivo, Tecentriq NSCLC, RRMM Dara + POM + d (Apollo), and the start of the Amgen RRMM Dara plus Krypolis + d....
11/5 16:04
af Jan Van de Winkel
and approval in important second line MM in Europe, and 48 mn USD milestone.
11/5 16:04
af Helge Larsen/PI-redaktør
Can you tell us about your guiding for 2017?
11/5 16:05
af Jan Van de Winkel
Revenue guidance for 2017 is around 2 bn DKK....
11/5 16:05
af Jan Van de Winkel
Expenses 1 bn DKK leading to operating Income of 1 bn DKK, cash greater than 4.5 bn DKK.
11/5 16:06
af kkjoel
Reg. dara royalty-levels: will you down the line, as the various thresholds are exceeded, inform the marked THAT they were exceeded and HOW MUCH the next royalty-%-step is? Or are we for ever destined to guess (which probably WILL come v close to facts).. based on JnJ turnover, approximate dollar-exchange rates, and GENs royalty-income?
11/5 16:07
af Jan Van de Winkel
Current royalty is at 12 percent royalty tranche and we expect to step up one tier this year....
11/5 16:07
af Jan Van de Winkel
the most significant tier, is that when sales exceed 3 bn USD, the royalty rate to Genmab will be 20%.
11/5 16:08
af Helge Larsen/PI-redaktør
Bikube: “800 million are expected in milestones. What events trigger these”?
11/5 16:09
af Jan Van de Winkel
The first milestone has just been achieved with the approval of daratumumab in Europe in second line MM (48 mn USD)....approx. 325 mn DKK...
11/5 16:09
af Jan Van de Winkel
future milestones could be triggered by clinical progress in daratumumab development as well as sales milestones.
11/5 16:09
af bibob
Mr Winkel. Can you tell us the % of royalty you get from Teprutumumab. ?
11/5 16:10
af Jan Van de Winkel
We get mid single digit royalties
11/5 16:10
af bibob
Mr. Winkel. Are you coming closer to the next winner on your own , or closer to new partnerships. I Think that we are many who would like to hear about it.
11/5 16:11
af Jan Van de Winkel
We are making solid progress with our pipeline, advancing tisotumab vedotin and HuMax-AXL-ADC, as well as....
11/5 16:12
af Jan Van de Winkel
HexaBody DR5/DR5 and DuoBody CD3xCD20 towards the clinic.
11/5 16:12
af bibob
Mr. Winkel. Are you looking for some small biotek compagnies technologies to take over in the near future. Or maybe make some tech deals with. ( partnerships ) ?
11/5 16:13
af Jan Van de Winkel
We are always scanning the landscape for complimentary technologies for Genmab as well as complimentary products that might fit into our pipeline but nothing concrete at this moment.
11/5 16:14
af Sukkeralf
I don´t quite understand the impact of the Carina study - so Jan could you please answer these two questions. Were the obtained response rates of a quality that Janssen still plans to start Darzalex combinations studies in MCL, FL or DLBCL ? Have Genmabs peaksale estimations for Darzalex in hematology changed after the Carina study was stopped ?
11/5 16:15
af Jan Van de Winkel
The response rates observed were lower than the stringent futility thresholds set...
11/5 16:15
af Jan Van de Winkel
which led Janssen to not progress to Part 2 of the trial. However...Studies will be scheduled in hematological cancers by Janssen as well as doctors in multiple blood cancers....
11/5 16:16
af Jan Van de Winkel
three blood cancers are already evaluated in dara studies, NKTcell Lymphoma, MDS a nd AML.
11/5 16:17
af Bulder
You have previously said Alcyone data this summer. Now it is late autumn. Why is that?
11/5 16:18
af Jan Van de Winkel
The results are based on the number of events and currently it is projected for the end of Q3
11/5 16:19
af Vester
A recent lung cancer study (by Limo Chen) shows that CD38 acts a mechanism of resistance in PD-L1 therapy. What are your thoughts about these findings?
11/5 16:20
af Jan Van de Winkel
The Chen data are very interesting and are strongly supportive of CD38 being a checkpoint molecule and highlights the potential significance of daratumumab as a immune oncology agent...
11/5 16:20
af Jan Van de Winkel
similarly strong data was published in Cell by Dr Chevrier et al....
11/5 16:21
af Jan Van de Winkel
for renal cell carcinoma.
11/5 16:21
af Vester
When can we expect to learn more about the effects of Dara in combination with Tecentriq in NSCLC?
11/5 16:21
af Jan Van de Winkel
We would anticipate data in 2018 as the study is presently active.
11/5 16:22
af Bulder
Will results from the dara-ATRA study be announced officially by Genmab?
11/5 16:23
af Jan Van de Winkel
It is an ISS study which involves investigators in Amsterdam and Utrecht as well as colleagues in Janssen and will be reported by that team.
11/5 16:23
af bibob
When Can we expect news from the ATRA studies. ?
11/5 16:24
af Jan Van de Winkel
The study is ongoing, it is up to the team involved to decide on timing for disclosure.
11/5 16:24
af Bulder
Do you know how far Cassiopeia has come regarding recruitment?
11/5 16:24
af Jan Van de Winkel
The study is progressing well and we will flag up once recruitment is complete.
11/5 16:25
af Bulder
Both Alcyone and Maia are for patients who are not candidates for auto-transplant. How big is this non-transplant part compared to the total frontline setting?
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