Genmab — Juni 2020
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** Credit Suisse downgrades Danish pharmaceutical company Genmab GMAB.CO to "neutral" from "outperform" after it had found a material error in the PharmaValues net present value (NPV) calculation for the company
** Due to the error, the value of cancer drug Darzalex and chronic lymphocytic leukemia antibody ofatumumab royalties to Genmab were overstated, the brokerage says
** CS says its revised Genmab PharmaValues Equity NPV is DKK 1,800/share, reduced from DKK2,300/share seen previously -
** However, the error did not impact the broker's revenue or earnings model assumptions
** CS cuts it target price to DKK 2,235 from DKK 2,300 using the average Biotech and Specialty Pharma EV/NPV premium of 30%
** Following significant stock performance in H1 2020, the broker sees more limited near-term upside
** It still sees ofatumumab sales by partner Novartis NOVN.S as underappreciated
** It expects more modest further catalysts in H2 2020 following the positive AbbVie's ABBV.N oncology pa -
partnership with Genmab and epcoritamab data
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Community Advice: SQ Formulation of Daratumumab https://www.youtube.com/watch?v=nuL179KaL5U
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I øvrigt.. pisseflot hjemmeside GEN har fået banket op. Stor cadeau! Synes I alle skal bruge 30 min på at tjekke den ud. Den er moderne, homogen, gennemtænkt modulær, og med mange lækre features. Hele investor-delen. Pipelinen. Og specielt de 4 3-dimensionale logoers dans på forsiden er pænt lavet
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Så røg den i plus:-)
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De prøver og prøver de store, men de finder med tiden ud af at de ikke kan knocke the socks of! og derfor må de have den store muldvarp frem.......i mellemtiden er Genmab steget til 60bn$ i salgspris og efter bud må vinderen hive 80bn$ frem og denne episke og næsten sandfærdige historie udløser hvidvin til solnedgangen i aften.
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