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Genmab — November 2017

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • StockBullS Offline
    StockBullS Offline
    StockBull
    wrote on sidst redigeret af
    #2745

    EPS: Basic EPS Old 16.5 37.0 54.4 72.9 88.9 33.9% New 17.5 29.6 50.8 65.7 79.0

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    0
    • StockBullS Offline
      StockBullS Offline
      StockBull
      wrote on sidst redigeret af
      #2746

      År P/E Earnings per share kurs
      2017 70 17 1.212
      2018 60 29 1.760
      2019 50 50 2.521
      2020 40 65 2.606
      2021 35 78 2.742

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      0
      • StockBullS Offline
        StockBullS Offline
        StockBull
        wrote on sidst redigeret af
        #2747

        J.P Morgan virker rimlig konservativ. Jeg har prøvet at beregne kursen baseret på deres profit estimater og benyttet PE: 2017 - 70 - Kurs
        1212

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        0
        • StockBullS Offline
          StockBullS Offline
          StockBull
          wrote on sidst redigeret af
          #2748

          2018 - PE 60 - Kurs 1760

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          • StockBullS Offline
            StockBullS Offline
            StockBull
            wrote on sidst redigeret af
            #2749

            2019 - PE 50 - Kurs 2521

            1 Reply Last reply
            0
            • StockBullS Offline
              StockBullS Offline
              StockBull
              wrote on sidst redigeret af
              #2750

              2020- PE 40 - kurs 2606

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              0
              • StockBullS Offline
                StockBullS Offline
                StockBull
                wrote on sidst redigeret af
                #2751

                2021 - PE 35 - kurs 2742

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                0
                • StockBullS Offline
                  StockBullS Offline
                  StockBull
                  wrote on sidst redigeret af
                  #2752

                  Så for den langsigtede investor vil jeg mene kurs 2750 er realistisk om maximum 4 år - ca. 23% stigning per år i snit næste 4 år med udgangspunkt i kurs 1200 giver efter 4 år kurs 2750kr Q4-2021.

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                  • StockBullS Offline
                    StockBullS Offline
                    StockBull
                    wrote on sidst redigeret af
                    #2753

                    Men måske min P-E på 35 i 2021 er for konservativ.

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                    • StockBullS Offline
                      StockBullS Offline
                      StockBull
                      wrote on sidst redigeret af
                      #2754

                      JP har følgende upside: Upside Risks to Rating and Price Target  Darzalex uptake is faster than our estimates, generating greater royalty income for Genmab.  Darzalex demonstrates strong data in solid tumours ahead of 2H’18 leading to upgrades to consensus peak sales estimates.  Tisotumab Vedotin data in other tumours (outside of cervical cancer) is promising leading to addition of sales forecasts for other tumours.

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                      0
                      • StockBullS Offline
                        StockBullS Offline
                        StockBull
                        wrote on sidst redigeret af
                        #2755

                        og downside: Downside Risks to Rating and Price Target  Darzalex misses consensus expectations due to competition from other antiCD38’s particularly isatuximab, which could lead to price declines, reducing Darzalex sales potential or lower than expected uptake.  MorphoSys patent challenge could lead to lower royalties received by Genmab from Janssen.  Failure to successfully develop a subcutaneous version of Darzalex, which could remove any of the advantages of competitor CD38s over Darzalex

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                        0
                        • B Offline
                          B Offline
                          bibob
                          wrote on sidst redigeret af
                          #2756

                          God morgen. 🙂

                          1 Reply Last reply
                          0
                          • B Offline
                            B Offline
                            bibob
                            wrote on sidst redigeret af
                            #2757

                            Tak for meget flot ben ( og analyse ) arbejde StockBull. Fint at se på tryk hvordan scenariet ser ud for den fremtidige vækst. Thumbs up. :-).

                            1 Reply Last reply
                            0
                            • P Offline
                              P Offline
                              polle1
                              wrote on sidst redigeret af
                              #2758

                              Godmorgen, og tak Stockbull 🙂

                              1 Reply Last reply
                              0
                              • DarvinD Offline
                                DarvinD Offline
                                Darvin
                                wrote on sidst redigeret af
                                #2759

                                Morn ser godt ud Sbull 🙂

                                1 Reply Last reply
                                0
                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #2760

                                  thanks StockBull , is this from when they did their downgrade to 1400 early oktober?

                                  1 Reply Last reply
                                  0
                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #2761

                                    NCT03301220 NOW RECRUITING (Brief title: A Study of Subcutaneous Daratumumab Versus Active Monitoring in Participants With High-Risk Smoldering Multiple Myeloma)

                                    1 Reply Last reply
                                    0
                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #2762

                                      NEW: NCT03346135 Daratumumab After Stem Cell Transplant in Treating Patients With Multiple Myeloma https://clinicaltrials.gov/ct2/show/NCT03346135?term=daratumumab+OR+ofatumumab&lupd_s=11%2F16%2F2017&rank=2

                                      1 Reply Last reply
                                      0
                                      • M Offline
                                        M Offline
                                        Mcjean
                                        wrote on sidst redigeret af
                                        #2763

                                        Ty Stockbull and E L

                                        1 Reply Last reply
                                        0
                                        • H Offline
                                          H Offline
                                          henrik48
                                          wrote on sidst redigeret af
                                          #2764

                                          God morgen og mange tak til Stockbull og E L

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                                          0

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