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Genmab — Maj 2017

Planlagt Fastgjort Låst Flyttet Genmab
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  • M Offline
    M Offline
    Mogan
    wrote on sidst redigeret af
    #1114

    Der behøver vel ikke være lighed mellem Jan W´s udmelding om fastholdelse af forventninger og analytikernes forventning og konsensus? Det vil jo vise sig senere, hvem der have ret.

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    • S Offline
      S Offline
      Sukkeralf
      wrote on sidst redigeret af
      #1115

      Konsensus på 2,8 milliard i 2021 lyder meget lavt - næsten uforståeligt lavt, når vi ved flere ligger på 4-5 milliarder

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      0
      • B Offline
        B Offline
        bibob
        wrote on sidst redigeret af
        #1116

        1,3 M i 2017 og så kun 2,8 M i 2020- 21. Der er noget der ikke stemmer.

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        0
        • Helge_LarsenPI-redaktørH Offline
          Helge_LarsenPI-redaktørH Offline
          Helge_LarsenPI-redaktør
          wrote on sidst redigeret af
          #1117

          Konsensus er nem at beregne. Jeg har bare ikke adgang til datamaterialet herfra.

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          0
          • Helge_LarsenPI-redaktørH Offline
            Helge_LarsenPI-redaktørH Offline
            Helge_LarsenPI-redaktør
            wrote on sidst redigeret af
            #1118

            Jeg husker bare, at Nordea og Danske ligger højt.

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            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #1119

              Nordea report Jan 17; dara royalties 6511m Dkk, @6.68 = USD975mm

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              0
              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #1120

                assume 18% royalty? then +- USD5.4bn sales

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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #1121

                  at that point they thought they were slightly above consensus

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                  0
                  • Helge_LarsenPI-redaktørH Offline
                    Helge_LarsenPI-redaktørH Offline
                    Helge_LarsenPI-redaktør
                    wrote on sidst redigeret af
                    #1122

                    Læs hele historien på borsen.dk: http://borsen.dk/nyheder/virksomheder/artikel/1/345419/johnson_johnson_genmabs_darzalex_bliver_mega-blockbuster.html#ixzz4hMBZGIwM

                    "
                    Ifølge Nordea Markets, så er den gennemsnitlige forventning blandt aktieanalytikere, at Genmabs kræftmiddel når et salg på 2,8 mia. dollar i 2021, mens Nordea er mere optimistisk og har skudt på 5,3 mia. dollar"

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                    • Helge_LarsenPI-redaktørH Offline
                      Helge_LarsenPI-redaktørH Offline
                      Helge_LarsenPI-redaktør
                      wrote on sidst redigeret af
                      #1123

                      Bortset fra det, så er der intet i dagens handel som tydede på at de udmeldte 4 milliarder skuffede. A/B købte solidt og ENS solgte masivt ud til sidst. Ingen andre fulgte rigt med på det stunt.

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                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #1124

                        ok, i was close enough 😉

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                        0
                        • Helge_LarsenPI-redaktørH Offline
                          Helge_LarsenPI-redaktørH Offline
                          Helge_LarsenPI-redaktør
                          wrote on sidst redigeret af
                          #1125

                          😄

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                          0
                          • G Offline
                            G Offline
                            GlobalMacro 0
                            wrote on sidst redigeret af
                            #1126

                            Guys, there was one other important piece of info shared already. Somewhere during the presentation they were talking about dara in smoldring MM and that the data of a phase 2 study is completed, under embargo and presented soon at a big event (ASCO?)

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                            0
                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #1127

                              show starting again,

                              1 Reply Last reply
                              0
                              • B Offline
                                B Offline
                                bibob
                                wrote on sidst redigeret af
                                #1128

                                🙂

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                                0
                                • J Offline
                                  J Offline
                                  jkj
                                  wrote on sidst redigeret af
                                  #1129

                                  Denne store analyse siger 1,8 mia for dara i usa i 2020http://info.evaluategroup.com/rs/607-YGS-364/images/wp16.pdf

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                                  0
                                  • G Offline
                                    G Offline
                                    GlobalMacro 0
                                    wrote on sidst redigeret af
                                    #1130

                                    I think it was during the part where they were explaining their vision relating prevention of disease > smoldring MM

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                                    0
                                    • G Offline
                                      G Offline
                                      GlobalMacro 0
                                      wrote on sidst redigeret af
                                      #1131

                                      From live presentation on oncology studies : "move phase 1 studies quick trough registration"!!

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                                      0
                                      • Legolas23L Offline
                                        Legolas23L Offline
                                        Legolas23
                                        wrote on sidst redigeret af
                                        #1132

                                        Maybe it comes as late breaking at ASCO

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                                        0
                                        • J Offline
                                          J Offline
                                          JKY_VH
                                          wrote on sidst redigeret af
                                          #1133

                                          https://www.nordnet.dk/mux/web/analys/nyheter/visaNyhet.html?itemid=318483007&sourcecode=omxnews

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                                          0

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