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Genmab — Februar 2017

Planlagt Fastgjort Låst Flyttet Genmab
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  • G Offline
    G Offline
    GeorgeBest
    wrote on sidst redigeret af
    #2298

    Ja, se side 24 i regnskabet. 12 -20%

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    • G Offline
      G Offline
      GeorgeBest
      wrote on sidst redigeret af
      #2299

      20% på alt over 3 mia USD i et kalenderår

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      • F Offline
        F Offline
        flottenschmecker
        wrote on sidst redigeret af
        #2300

        ved i hvad USD er indregnet til i 2017?

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        • F Offline
          F Offline
          flottenschmecker
          wrote on sidst redigeret af
          #2301

          er det 690-695?

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          • G Offline
            G Offline
            GeorgeBest
            wrote on sidst redigeret af
            #2302

            Hvert år starter forfra, begyndende med 12%, og med 20% på alt over 3 mia USD

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            • DarvinD Offline
              DarvinD Offline
              Darvin
              wrote on sidst redigeret af
              #2303

              Det sidste vidste jeg - huskede bunden som "lave to cifrede" - tak for info

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              • J Offline
                J Offline
                jkj
                wrote on sidst redigeret af
                #2304

                Vi får da testet yderlighederne idag.

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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #2305

                  My understanding from the comments yesterday is that they use the 12% minimum in their guidance because they are not allowed to disclose the steps. It is still very well possible that higher steps get triggered below the $1.1-1.3bn.

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                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #2306

                    And when they do, they will let us know and update guidance.

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                    • F Offline
                      F Offline
                      flottenschmecker
                      wrote on sidst redigeret af
                      #2307

                      næh vent nu lidt - Jan siger faktisk direkte, at en højere royaltysats bliver triggered med 1,3 mia. Han kan dog ikke sige, hvor stor en sats og heller ikke ved hvilket omsætningstal

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                      • SolsenS Offline
                        SolsenS Offline
                        Solsen
                        wrote on sidst redigeret af
                        #2308

                        Nej den bliver trigget før, men de må ikke guide med den nu jf en aftale med JNJ

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                        • J Offline
                          J Offline
                          JKY_VH
                          wrote on sidst redigeret af
                          #2309

                          Link Preview Image
                          Genmab-boss efter rekordregnskab: Vi er tæt på at blive et ikonisk selskab

                          Biotekselskabet Genmab leverede for fjerde år i træk overskud. Nu lander der over 1 mia. kr. i kassen, hvilket ikke mindst skyldes vidundermidlet Darzalex.

                          favicon

                          Finans (finans.dk)

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                          • SolsenS Offline
                            SolsenS Offline
                            Solsen
                            wrote on sidst redigeret af
                            #2310

                            Så sikkert 1bn der er første trappetrin

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                            0
                            • DarvinD Offline
                              DarvinD Offline
                              Darvin
                              wrote on sidst redigeret af
                              #2311

                              Tror jeg også nærmere - og tror trappen er stejlere end at vi når 18 ved 2,5.

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                              • Helge_LarsenPI-redaktørH Offline
                                Helge_LarsenPI-redaktørH Offline
                                Helge_LarsenPI-redaktør
                                wrote on sidst redigeret af
                                #2312

                                En god gennemgang af begivenheder i 2017: http://borsen.dk/nyheder/virksomheder/artikel/1/340560/genmab-boss_her_er_de_vigtigste_succeskriterier_i_2017.html

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                                • Legolas23L Offline
                                  Legolas23L Offline
                                  Legolas23
                                  wrote on sidst redigeret af
                                  #2313

                                  Stærkt, hvis vi lukker i ny ATH. Det signal kan ikke ignoreres.

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                                  • Helge_LarsenPI-redaktørH Offline
                                    Helge_LarsenPI-redaktørH Offline
                                    Helge_LarsenPI-redaktør
                                    wrote on sidst redigeret af
                                    #2314

                                    Enig Lego.

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                                    0
                                    • Helge_LarsenPI-redaktørH Offline
                                      Helge_LarsenPI-redaktørH Offline
                                      Helge_LarsenPI-redaktør
                                      wrote on sidst redigeret af
                                      #2315

                                      Just a moment...

                                      favicon

                                      (www.proinvestor.com)

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                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #2316

                                        We know at least that for 2016 Darzalex sales of USD572mm we received royalties of DKK458mm. If I use an FX rate of 6.67, that gets us to exactly 12% royalty. Looking at where USDDKK traded last year, I think it is a fair guess that USD500mm did not trigger a step up yet.

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                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #2317

                                          On page 94 of the annual report they show some forward contracts they have to sell USD into EUR based on anticipated quarterly royalty payments from Janssen. That is for a total of USD42mm until February 2018. If someone can find out what % of their earnings they hedge, we can calculate how much earnings they expect 😉

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