Sign in

    Yifeng Liu • HSBC

    Yifeng Liu's questions to Genmab A/S (GMAB) leadership

    Yifeng Liu's questions to Genmab A/S (GMAB) leadership • Q1 2025

    Question

    Yifeng Liu of HSBC asked about the business development environment amid macro volatility and the expected phasing of R&D costs throughout the year.

    Answer

    Executive Jan van de Winkel described the current BD environment as excellent for an acquirer like Genmab, noting they are actively reviewing candidates. CFO Anthony Pagano explained that R&D expenses will ramp up during 2025, driven by the scaling of Phase 3 trials for acasunlimab and Rina-S.

    Ask Fintool Equity Research AI

    Yifeng Liu's questions to Biontech SE (BNTX) leadership

    Yifeng Liu's questions to Biontech SE (BNTX) leadership • Q3 2024

    Question

    Yifeng Liu asked about expected updates in the next 12 months for other IO assets in the oncology portfolio beyond BNT327 and BNT325, specifically mentioning early-to-mid-stage assets like BNT312 and BNT314.

    Answer

    Chief Strategy Officer Ryan Richardson mentioned that for BNT312, the CD44v6x4-1BB program with Genmab, data is intended to be presented upon trial completion, likely next year. For other programs, he stated the intention is to disclose data at medical meetings when it is relevant and has been analyzed, and that the company plans to update its pipeline disclosure schedule early next year.

    Ask Fintool Equity Research AI