Genmab — Juni 2020

[E_L]

there was some discussion here if BioNTech could finance the PD-L1x4-1BB trials, this could help

[Helge_LarsenPI-redaktør]

Certainly.

[Sukkeralf]

Hope to hear whats next from the GEnmab/BioNTech collaboration.....maybe at the CMD in november

[GeorgeBest]

That is a very good investor BionTech got there!

[E_L]

could it also be something for ESMO or SITC?

[Sukkeralf]

Yes the PD-L1/4-1BB could be on those - but I was thinking about the next targets

[E_L]

ah, ok. the current products are already too many for me to keep a handle on lol . I wonder how many projects Genmab can balance at the same time with all the new staff...

[Sukkeralf]

Yes that could be a problem - but hopefully they will be good at killing projects also.

[Raun]

8 C25-aktier over 50% på Styrkebarometer. Genmab i top: 59%

Genmab 59 Chr. Hansen Holding 57 DSV 56 Novozymes B 52 Royal UNIBREW 51 Pandora 51 Novo Nordisk B 51 Bavarian Nordic 51 Ørsted 50 H. Lundbeck 50

Økonomisk Ugebrev (ugebrev.dk)

[Bulder]

Jeg vil igen opfordre til at man ikke bare linker, men skriver en bemærkning om, hvad linket omhandler. Så man ikke skal spilde tid på at følge et link, som man har set eller som ikke interesserer en.

[Raun]

Ja forståeligt nok.... Har ikke lige set det tidligere, men er noteret nu

[Raun]

Hvordan ser i på Genmab casen, som den ser ud d.d?...... Vi kan vel alle blive enige om at aktien er MEGET dyr på nøgletal. Men hvad er det egentlig der har gjort aktien så dyr?.... Der er vel 3 muligheder, som jeg ser det.... 1. Er det hedgefonde som handler den op?.... 2. Er det de institutionelle investorer som flytter deres penge fra obligationerne over i aktier, og hvad de ser som "sikre havne"... 3. Eller er det simpelthen bare en meget stor forventning til fremtiden?

[GeorgeBest]

Dyr? Estimeret PE for 2020 = 28

[GeorgeBest]

Men derudover der er tårnhøje forventninger til fremtiden...

[Helge_LarsenPI-redaktør]

Deutsche Bank Corporate Bank
@DBCorporateBank
·Buoyed by the success of its blockbuster anticancer drug, read this flow article featuring @Genmab
's CFO Anthony Pagano on how the Danish firm’s US capital raising fits that strategy https://cib.db.com/insights-and-initiatives
/flow/trust-and-agency/antibody-builders.htm

[Helge_LarsenPI-redaktør]

Direkte link:
https://cib.db.com/insights-and-initiatives/flow/trust-and-agency/antibody-builders.htm

[E_L]

Quarter end tomorrow, US Payroll numbers on Thursday with US holiday on Friday. could still be a fun week...

[E_L]

So if we close around here tomorrow, Genmab made around dkk700 in H1. Linear interpolation tells us we'll obviously do the same in H2, so we'll end the year at 2850 ish. So easy TA.

[nohope]

Growth use to be exponential - so another 40-50 % in H2 would be a more accurate estimate....

[E_L]

ah offcourse, thanks for correcting that obvious mistake in my amazing analysis