Genmab — Januar 2019
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as
consensus appears to factor in additional $50m in milestones vs. our estimates. In
2020, we are broadly in line with consensus on the topline and operating profit, and
below on net income – we assume consensus still has tax losses being utilised when
we believe they will be fully utilised by 2020 -
Risks to Rating and Price Target
Downside risks include- 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. - Stronger than expected competitor data which could threaten the position of
Darzalex in frontline multiple myeloma. - Failure to successfully develop a subcutaneous version of Darzalex, which could
remove any of the advantages of c
- Darzalex misses consensus expectations due to competition from other antiCD38’s particularly isatuximab, which could lead to price declines,
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Tak for oplægget Stockbull.
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Lidt mere short i Genmab i dec. https://www.nordnet.dk/mux/web/analys/nyheter/visaNyhet.html?itemid=509492013&sourcecode=ddk
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Skuffende luk
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Halozyme forventer sc dara-ansøgning indsendt i H2 https://seekingalpha.com/news/3421850-halozyme-presents-2019-outlook-jpm19-shares-2-percent?app=1
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