Genmab — Januar 2017
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Njah, Novod har talt om min 5 mia, men ikke blue-sky mig bekendt "Based on our JnJ meeting, we believe that Darzalex could be positioned as one of the
backbone drugs in the company's immuno-oncology strategy and solid tumour potential for Darzalex could
be game-changing; potentially USD 5bn or more. This is not yet reflected in our Genmab valuation. The
first solid tumour data will likely come out in early 2018." -
Fra Nordea tidligere i dag "I relation til Genmab er det interessant læsning, at Johnson & Johnson solgte for USD 572 mio. Darzalex i 2016, hvilket er 8% bedre end ventet. Da vi allerede kendte til salgstal for det meste af året betyder regnskabet, at salget af Darzalex har været ekstremt stærkt i december. En god bekræftelse af det store potentiale i Darzalex og underbyggende for vores positive holdning til Genmab."
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Bibob - refererer kun mht hvad han mener burde være fair værdi lige nu. Han er meget optimistisk udover det mål, med tanke på teknologier, tumorer, Tisotumumab mv - men kalkulerer dem ikke i den pris Genmab burde stå i nu. Selv er jeg 100 pct enig med Florian Schønharting i at 2.000 kan ligge tæt på
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