Genmab — April 2020

[troldmanden]

Tak for info EL ang JnJ downgrade. Det overrasker mig dog en hel del at de ikke også mener at specielt den del af pharma der er rettet mod sygehusene ikke også forventes at falde. Sælgerne må jo pt ikke køre ud til sygehusene og dermed er vækst mere ramt. Man har svære ved at indrullere flere læger

[E_L]

i agree with you, i expect a soft Q2. On the other hand, Dara is becoming such an important part of JNJ's revenue that we have to believe they will do whatever they can to keep sales up

[E_L]

SC approval will be so important... specially in US... and then, indeed, we'll have to see how well they can get it sold, as you say, it will not be easy now....

[bibob]

God morgen.

[transalp]

Go morgen..

[E_L]

DnB Markets
Genmab (Hold, TP: DKK1600.00) - Darzalex momentum continues
In its Q1 report, Johnson & Johnson reported slightly better Darzalex sales than we expected, at USD937m, versus our estimate of cUSD904m. Sales were weak in the US at USD463m (our estimate: USD482m), while International Markets showed a strong performance with USD474m (our estimate: USD422m). We continue to see Darzalex sales at the lower end of the USD3.9bn–4.2bn guidance for 2020. We reiterate our HOLD and DKK1600 target

[E_L]

Sydinvest / Jefferies https://www.sydinvest.dk/nyheder/genmab/jefferies-darzalex-salg-slår-forventningerne.aspx?Action=1&PID=9258

[E_L]

Joaquin Duato/JNJ : In terms of approvals, in the second half of the year, we are expecting four key line extension approvals, one being DARZALEX subcu that we expect in the second quarter, very important for us and very important driver for DARZALEX.

[E_L]

Additionally, this is going to be a very strong year for Johnson & Johnson in submissions. [..] And finally, our latest one is our bispecific EGFR-cMET in non-small cell lung cancer that will be also submitted at the end of this year. That also has breakthrough designation.

[GeorgeBest]

wauw what a positive surprise

[GeorgeBest]

thanks E L

[E_L]

full JNJ Earnings Call Transcript https://seekingalpha.com/article/4337583-johnson-johnson-jnj-ceo-alex-gorsky-on-q1-2020-results-earnings-call-transcript?part=single

[Sukkeralf]

E L thats so cool with EGFR/cMET - strong validation and originaly it was Genmabs own BsAb the royalty is a bit better

[bibob]

Thx E L. You are the Master of the findings.

[Bulder]

Is it submission for approval? It's only phase 1.

[kkjoel]

Submittet.. hvilken fase taler vi?

[kkjoel]

Ahh, Bulder var hurtig...

[kkjoel]

Ja, for submitter da ikke for faseII ?

[kkjoel]

for man submitter

[kkjoel]

Og det har i forvejen BTD.