Genmab — Juli 2014
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through its technology platforms, with most excitement around Duobody (bispecific antibodies) and Hexabody (antibodies with enhanced killing ability). We value the technology platform and partnered assets at DKK37/sh (14%) and believe the announcement of further partnerships should increase investor
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confidence in Genmab's revenue-generating potential. Cautious on Arzerra, struggling to compete: We are cautious on Arzerra (anti-CD-20) given increasing competition to both approved (chronic lymphocytic leukaemia) and pipeline indications from Roche's anti-CD20 Gazyva and newer oral therapies driving peak risk-adjusted forecasts of $125m in oncology, significantly below cons. modelled $1.1bn. However, we also
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http://research1.ml.com/C/?q=6ZQW8UPX8dIlmGSxo0xLDA__&e=vgupta33%40irevna2.com&h=1Qqthg This material was prepared by Sales personnel of Bank of America Merrill Lynch and is subject to the terms available at the following link: http://corp.bankofamerica.com/business/smb/landing/emaildisclaimer/emea/emea-gmi-disclaimer
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Deres blue sky er højt. Men husk nu der er en grund til det hedder blue sky = at alt går op i en højere enhed. Og det gør det sjældent i biotek
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nej nohype. Når de taler om bluesky er det jo stadig risikojusteret tilbagediskonteret nutidsværdier.
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Mit kursmål er 1000 i 2020 og vil ikke kalde det blueskye. Men det skal jo så tilbagediskonteres med eksempelvis 15% i 6 år hvilket vil gøre at mit kursmål pt. vil være ca. 400
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Men ligner amerikanerne gør lidt. Over 220 nu. men håber du forstod mit indlæg nohype? at ens langsigtede kursmål 6-7 år ude i fremtiden selvfølgelig skal tilbagediskonteres hvorimod at MLI's nuværende 570 blue sky allerede er tilbagediskonteret
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en WACC på 15% vil jeg bruge når jeg tilbagediskonterer biotek ifht. den store risiko det jo har. Novod og Bowers ligger også på en 11-12% i WACC så vidt jeg husker
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btw har jeg en rigtig god ide pt. ala bakka og protector. En fantastisk billig, valueaktie. Skal fortælle dig om den om en måneds tid. Skal lige se deres halvårsregnskab og have bekræftet om de leverer det jeg tror og håber
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meget spændende!
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Two new leukaemia drugs from Johnson & Johnson and Gilead Sciences have been recommended for approval by European regulators, paving the way for formal approval in a couple of months. http://finance.yahoo.com/news/europe-backs-leukaemia-drugs-j-112026984.html?.tsrc=applewf
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