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Genmab — Februar 2019

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • H Offline
    H Offline
    hda
    wrote on sidst redigeret af
    #2056

    Bryan Garnier hæver kursmål fra 12 t
    il 1300

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    • T Offline
      T Offline
      Teller
      wrote on sidst redigeret af
      #2057

      Kkjoel - hvor har du de Royalty satser fra?

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      • K Offline
        K Offline
        kkjoel
        wrote on sidst redigeret af
        #2058

        Uanset, så hvade David en exellent pointe: "..and I think we saw in 2018, we didn't have any movement of our guidance overall. And of course, look, I've been very transparent with the milestones that are in there. They're binary. And look, for the long-term trajectory, our DARZALEX sales, whether they're 2.99 billion in 2019 or 3.01 billion in 2019 makes absolutely no difference of where the future success of DARZALEX will be.."!

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        • K Offline
          K Offline
          kkjoel
          wrote on sidst redigeret af
          #2059

          Teller, læs hvad jeg postede...

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          • K Offline
            K Offline
            kkjoel
            wrote on sidst redigeret af
            #2060

            Fra start.

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            • K Offline
              K Offline
              kkjoel
              wrote on sidst redigeret af
              #2061

              Ok, underforstået - ref. til Earnings Conference Call i går aftes, som EL lagde link til tidligere.

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              • T Offline
                T Offline
                Teller
                wrote on sidst redigeret af
                #2062

                ok, tak

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                • K Offline
                  K Offline
                  kkjoel
                  wrote on sidst redigeret af
                  #2063

                  Solsen, netop, kun en sølle timing-issue....

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                  • K Offline
                    K Offline
                    kkjoel
                    wrote on sidst redigeret af
                    #2064

                    Og David gør osse eksplicit opmærksom på at ALLE skal være opmærksom på at den sidste milestone enten udløses i år eller næste år. Det gør reelt ingen forskel!

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                    • P Offline
                      P Offline
                      Plimsoller
                      wrote on sidst redigeret af
                      #2065

                      Forventes SC versionen at være på markedet allerede i starten af 2020?

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                      • K Offline
                        K Offline
                        kkjoel
                        wrote on sidst redigeret af
                        #2066

                        Da der er penge nok, er det bare en periodeforskydning. Men der skal da nok være dem herinde, der kan problematisere det. Uden tvivl 😉

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                        • K Offline
                          K Offline
                          kkjoel
                          wrote on sidst redigeret af
                          #2067

                          Ja, deromkring, Plimsoller - således hintede både Jan og David i går.

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                          • K Offline
                            K Offline
                            KWC
                            wrote on sidst redigeret af
                            #2068

                            Artikel giver fint overblik... https://www.euroinvestor.dk/nyheder/2019/02/21/genmab-ceo-forbedret-udgave-af-darzalex-vil-loefte-salget-markant/13977376

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                            • P Offline
                              P Offline
                              Plimsoller
                              wrote on sidst redigeret af
                              #2069

                              Det står klokkeklart i Børsen i dag (citat fra JdW). Jeg har blot tidligere hørt starten af 2021, og spekulerede på om det var gået galt med et tal.

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                              • P Offline
                                P Offline
                                Plimsoller
                                wrote on sidst redigeret af
                                #2070

                                Tak. Det er den tilsvarende jeg har læst i Børsen.

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                                • BulderB Offline
                                  BulderB Offline
                                  Bulder
                                  wrote on sidst redigeret af
                                  #2071

                                  Fra CC: I can tell you that we get the COLUMBA data very, very quickly now, the top line data from the COLUMBA study. So hopefully by early next year, we have a subcutaneous injection, 3- to 5-minute injection on the market in the United States.

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                                  • P Offline
                                    P Offline
                                    Plimsoller
                                    wrote on sidst redigeret af
                                    #2072

                                    Ja det lover godt for guidance i 2020, for så at slå yderligere igennem i 2021.

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                                    • K Offline
                                      K Offline
                                      KWC
                                      wrote on sidst redigeret af
                                      #2073

                                      ok...

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                                      • K Offline
                                        K Offline
                                        kkjoel
                                        wrote on sidst redigeret af
                                        #2074

                                        Ja, smukt er det.. og lidt mere end et hint.

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                                        • BulderB Offline
                                          BulderB Offline
                                          Bulder
                                          wrote on sidst redigeret af
                                          #2075

                                          Det fortæller så også at de ikke regner med RTOR for Columba.

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