Genmab — Januar 2020
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Morn,
Trenden er intakt https://nbg1.your-objectstorage.com/proinvestor-dev/forum/boards/81048_RSI_60.JPG RSI onkring 60 på 5 års kort og mon ikke vi skal op mod de 80 inden næste retracement. Guiding (Feb 12) for 2020 bliver interessandt og afgørende for om trenden vil holde fremadrettet. Vi må se hvordan markedet taget imod forventet øget cashburn for 2020 og 2021 ( og ingen milestones) -
DnB Markets Rune Majlund Dahl
Genmab (Hold, TP: DKK1685.00) - Darzalex sales hit almost USD3bn
Johnson & Johnson (J&J) just reported 2019 Darzalex sales of USD2,998m. As per its licence agreement with Genmab, the USD150m sales milestone was triggered and Genmab therefore maintained its 2019 guidance (Genmab’s Q4 results due at 17:00 CET on 19 February). The milestone payment was in our 2020 estimates, but we have now moved it to 2019. We reiterate our HOLD and DKK1,685 target price -
A nice surprise for them that the milestone was reached last year instead of last year. It however also proves that it is not important in the long run, hence they maintain their target price. I wonder if other analytics would have shared that line of thought in case the milestone unexpected was not reached.
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Thanks E L
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*instead of this year
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@Plimsoller let's just say that i am glad we did not have to test that lol
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Agree
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Pensionisten: Debatten i går aftes drejede sig ikke om fremtiden slet og ret. Den drejede sig om det fremtidige salg af Darzalex. Her har sc stor betydning. Hvis sc ikke kommer på markedet i større omfang i 2020, vil det få stor betydning for salget i 2020.
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@StockBull Guiding for 2020 kommer vel i forbindelse med årsregnskabet
d. 19 februar? -
Preclinical activity of JNJ-7957, a novel BCMAxCD3 bispecific antibody for the treatment of multiple myeloma, is potentiated by daratumumab https://clincancerres.aacrjournals.org/content/early/2020/01/22/1078-0432.CCR-19-2299 and in full pdf https://sci-hub.tw/https://clincancerres.aacrjournals.org/content/early/2020/01/22/1078-0432.CCR-19-2299
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