Genmab — April 2017

[Legolas23]

Thank you for sharing your thougts

[Thomas]

Great read, GM. Thx

[StockBull]

4000kr per share in 2030 is not a lot. It's less than 10% per year the coming 13 years.

[StockBull]

Not that 10% per year is not good. But there is a lot of shares on the marked that potentially could increase more than 10% annually.

[Mullefar]

Stock, GB is only takling abort Darzalex in MM, if or when is Working outside MM, are we talking + 10000

[pauly]

I would be happy with 4000 in 2030 for MM alone, others will hopefully be succesfull and will ad to that target

[resten]

@
@GlobalMacro great read!

[bikube]

Rolig nu - Vi har lige haft et fald på 15% fordi et forsøg blev droppet. Når vi har 40 forsøg kørende, er der vel ikke ret mange, der ikke kan se muligheden for, at det gentager sig. Selv om det er andre, der laver combiforsøg med Dara, vil det svie,hver gang det ikke lykkes. Kommer der flere tæt efter hinanden, ryger vi langt ned. Bare for lige at holde os ved jorden.

[Helge_LarsenPI-redaktør]

Enig bikube.

[StockBull]

I would surely also be happy with 4000 in mm in 2030. But there are 12 month targets of 1700now so I'm thinking that Jeffries that have target now at 1700 probably will have higher targets that 4000 kr in 2030. 13 years down the line is highly speculation. For me it's more interesting to know the fair price of genmab in the next 1 to 2 years. A lot of things can happen in 13 years and it's in my view impossible to predict 13 years ahead.

[Legolas23]

City mente at de fejlslagne data skulle koste 4 kroner på daværende tidspunkt. Nu er vi nede over 13%. Det vidner om hvor lidt der skal til at vælte forventningerne og hvor paranoide investorer kan være.

[bibob]

Ja Lego.- Men det går da heldigvis også den anden vej.

[bibob]

Godt at få lidt fut i søndags debatten. Det var begyndt at blive en lang påske.

[Legolas23]

Ja, det var især en lang fredag

[bibob]

Ja. - Godt det var den 13 om torsdagen.

[Joakim_Von_And]

I kommende uge kysser vi forhåbentlig 1400 igen

[GlobalMacro 0]

Thanks for your reactions, indeed good to have some discussion on a Sunday

[GlobalMacro 0]

Couple thoughts.
To be clear, 4000DKK in 2030 is not my price target.
I believe Genmab will not see 2030 on its own.
However, hypothetically, let’s say there’s no take-over, I believe the stock price will hit 10.000 DKK before 2025 (based on Dara + quality of the pipeline and Tech).

[GlobalMacro 0]

My point regarding the 4000 DKK is in the context of the analyst projections.
I’m only saying that the peak sales calculations of the analysists are way too conservative (low 1st line penetration and short Dara treatment horizons) and peak sales is what it is all about!

[GlobalMacro 0]

Therefore I’m arguing the point that the full MM business is currently reflected in the stock price, I believe it is clearly not and the stock price will keep moving on positive MM news (for example: Pollux PFS updates, ORR / hazard ration in Alcyone study and faster than expected sales growth).