Genmab — April 2017

GlobalMacro 0

The real question is, do analyst have the courage to reflect the real data in their models? I believe this will happen, however will go very gradually: stock moves higher > analysts update their models. Of course this will not fully happen in the next 2 years, however when we keep getting good data (Pollux PFS updates, ORR in Alcyone study and faster than expected sales growth) the analysts will definitely have to update their models fast.

GlobalMacro 0

Would love to hear what you guys think, maybe I missed something. However, I believe the direction I’m going is sound. The assumptions of the analyst are very very low and with the data we’ve already seen the peak sales is going to beg significantly higher. Next time I’ll write a blog post

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).