Genmab — Januar 2016

dingleberry

cool - tak for det sukkeralf. Dara vil nok også være peanuts i JJ regnskabet, så længe vi kun er i RRMM

Sukkeralf

ja med en omsætning i 2015 på 70,1 milliarder dollar, så går der lige lidt inden vi rokker ved den

dingleberry

GEN kommer med Q4/FY den 17. feb. Så kommer der nok daratal på banen

MUFC_Oberanven

Nordea skønner Darzalex salg på USD 380M i
2016

dingleberry

2,6 mia dkk er også en sjat i en "tynd" indikation

gentogen

Hos EMA er vi nået til "Day 120 list of questions', der så vidt jeg ved er en slags foreløbig indstilling med formulering af udestående spørgsmål. Side 12. http://www.ema.europa.eu/docs/en_GB/document_library/Agenda/2016/01/WC500200185.pdf

Bulder

Ja, det må da være fordi de ikke mener at Darzalex når at blive godkendt i de tidlige linjer i 2016.

MUFC_Oberanven

Ved 13% royalties, er det DKK 338M til Genmab.

dingleberry

det rækker lige til en solid omgang højt belagt til næste GF!

MUFC_Oberanven

JNJ CFO likes Darzalex http://www.bloomberg.com/news/videos/2016-01-26/j-j-earnings-tops-analysts-estimates

Bulder

"... which we believe will be a big succes"

jkj

Goldman Sachs reckons newly launched multiple myeloma treatment Darzalex (daratumumab) "represents a blockbuster opportunity and we model $2bn by 2020". It's early days, but initial sales will be visible in the Q4 numbers.

Bulder

Det skulle meget gerne blive til meget mere i 2020. Ellers er dagens kurs jo allerede for høj.

JKY_VH

Ja Bulder, men vi kender jo GS.

Budweis

Johnson & Johnson (JNJ) Alex Gorsky on Q4 2015 Results - Earnings Call Transcript - http://seekingalpha.com/article/3835816-johnson-and-johnson-jnj-alex-gorsky-q4-2015-results-earnings-call-transcript

Budweis

I would first like to address our cash position and remind you about our capital allocation approach. At the end of the quarter we had approximately $18.5 billion of net cash, which consists of approximately $38.5 billion of cash and marketable securities and approximately $20 billion of debt. This is a higher level of cash than we typically hold. And as Alex said earlier, we are actively looking for the right opportunities to deploy that capital to create greater value for our shareholders.

Budweis

But we are patient. We are seeking companies with a mutual desire to partner. And we'll only act when we see the right value creating deal at the right price with the right partners.

Budweis

Yeah, Glenn, look, we're fortunate in that because of our strong performance, our strong cash flows, that our balance sheet is actually quite strong. I also believe that if you look at our track record of how we've utilized that cash to make the right capital investments in companies, that we've been successful with that. And look, we think that there's opportunities across all three of our different sectors.

Budweis

And it's not an algorithm per se, as we decide which and where to invest, but rather it really depends on the opportunity. And many of the factors that Dominic described earlier, as far as what are the specific platforms that we're looking at? Where is the partner in terms of their decision making, what they want to do with the business? And frankly what the competitive environment is like?

Budweis

So we think that there are opportunities. We intend to be quite active as we look at 2016 and beyond in a manner that's been consistent with our track record in that area.