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Genmab — Februar 2019

Planlagt Fastgjort Låst Flyttet Genmab
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  • Helge_LarsenPI-redaktørH Offline
    Helge_LarsenPI-redaktørH Offline
    Helge_LarsenPI-redaktør
    wrote on sidst redigeret af
    #1206

    God morgen. 🙂

    1 Reply Last reply
    0
    • J Offline
      J Offline
      JKY_VH
      wrote on sidst redigeret af
      #1207

      God morgen http://www.proinvestor.com/r.php?u=https%3A%2F%2Fugebrev.dk%2Fflashnews%2Finvestering%2Fgenmab-brud-af-1020-1030-og-dernaest-1050-et-mega-koebssignal%2F

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      0
      • B Offline
        B Offline
        bibob
        wrote on sidst redigeret af
        #1208

        Tak for den JKY. :-). 1020 er en lidt hård modstand ser det ud til.

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        0
        • Helge_LarsenPI-redaktørH Offline
          Helge_LarsenPI-redaktørH Offline
          Helge_LarsenPI-redaktør
          wrote on sidst redigeret af
          #1209

          Bob..bob. 🙂

          1 Reply Last reply
          0
          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #1210

            DnB Markets

            We expect focus to be on the 2019 guidance, particularly Darzalex sales and related milestone payments (results due at 17:00 CET on 20 February). It looks set to meet its 2018 guidance and give conservative 2019 guidance of DKK3.5bn–3.9bn in revenue and DKK1.6bn–1.8bn in EBIT. We also expect an update on the MAIA filing. We reiterate our BUY and DKK1,540 target

            1 Reply Last reply
            0
            • J Offline
              J Offline
              JKY_VH
              wrote on sidst redigeret af
              #1211

              dvsl bibob og lad os så få brudt modstanden definitivt.

              1 Reply Last reply
              0
              • J Offline
                J Offline
                JKY_VH
                wrote on sidst redigeret af
                #1212

                Tak E L

                1 Reply Last reply
                0
                • Helge_LarsenPI-redaktørH Offline
                  Helge_LarsenPI-redaktørH Offline
                  Helge_LarsenPI-redaktør
                  wrote on sidst redigeret af
                  #1213

                  Der var jeg for hurtigt. Det blev en bibob. 😄

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                  • J Offline
                    J Offline
                    JKY_VH
                    wrote on sidst redigeret af
                    #1214

                    bibob skal man aldrig undervurdere:-)

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                    0
                    • H Offline
                      H Offline
                      henrik48
                      wrote on sidst redigeret af
                      #1215

                      Dejligt med lidt spræl inden regnskab 🙂

                      1 Reply Last reply
                      0
                      • P Offline
                        P Offline
                        polle1
                        wrote on sidst redigeret af
                        #1216

                        Jo da, men den må da gerne "sprælle opad" 😉

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                        0
                        • StockBullS Offline
                          StockBullS Offline
                          StockBull
                          wrote on sidst redigeret af
                          #1217

                          Interesting expectations from DnB of 1.8bn EBIT versus target 1540 - in other words they expect Genmab to trade around PE52

                          1 Reply Last reply
                          0
                          • StockBullS Offline
                            StockBullS Offline
                            StockBull
                            wrote on sidst redigeret af
                            #1218

                            So a huge upside and hardly any downside because even Genmab guide 1.5 bn then DnB would only reduce target to around 1400kr

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                            • H Offline
                              H Offline
                              HTH
                              wrote on sidst redigeret af
                              #1219

                              Du glemmer vist skatten. EBIT på 1.8bn giver ca. net 1.4bn Dvs PE66 i følge DnB

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                              0
                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #1220

                                The multiple myeloma drug market https://www.nature.com/articles/d41573-019-00031-w

                                1 Reply Last reply
                                0
                                • StockBullS Offline
                                  StockBullS Offline
                                  StockBull
                                  wrote on sidst redigeret af
                                  #1221

                                  Ja PE66-67 får jeg også ved 1.4 i profit men tror faktisk de mener 1.8 i profit. 1.4 er da latterligt lavt i forhold til deres revenue guidance

                                  1 Reply Last reply
                                  0
                                  • Legolas23L Offline
                                    Legolas23L Offline
                                    Legolas23
                                    wrote on sidst redigeret af
                                    #1222

                                    Med et forventet cashburn på 450 mill i kvartalet, er det vel ikke helt ved siden af.

                                    1 Reply Last reply
                                    0
                                    • H Offline
                                      H Offline
                                      henrik48
                                      wrote on sidst redigeret af
                                      #1223

                                      Der er godt nok ikke meget volumen i dag...

                                      1 Reply Last reply
                                      0
                                      • H Offline
                                        H Offline
                                        HTH
                                        wrote on sidst redigeret af
                                        #1224

                                        Deres revenue guidance kan, så vidst jeg forstod det sidste QA blive lidt sløret af at de deler omkostningerne til TV med SG. Hvis GM afholder omkostningerne vil halvdelen indgå som omsætning.

                                        1 Reply Last reply
                                        0
                                        • P Offline
                                          P Offline
                                          peter12
                                          wrote on sidst redigeret af
                                          #1225

                                          Famous last words ?
                                          😉

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                                          0

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