Genmab — Juni 2020

[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

[nohope]

You are welcome

[BioShare]

Genmab har bare været super stærk igen i dag...der er efter min opfattelse helt klart et par store spillere på banen med kursmål betydeligt højere oppe. Ellers havde vi smidt højde i sidste uge...og i dag for den sags skyld.

[E_L]

it is just a sign of nohope's market influence; big players stepped in immediately after his comment

[henrik48]

Helt enig...lad os slutte dagen med en forrygende slutauktion

[BioShare]

---haha...yes, and suddenly they saw hope and
that there were no errors in the spreadsheets

[BioShare]

Et fornuftigt luk i kurs 2.169 er meget tilfredsstillende - selvom volumen var relativ lav i dag. Lad se om US kan holde pace i løbet af aftenen, så skulle kurs 2.200 kommer i spil i morgen. VIX er også suset ned i forhold til tidligere på dagen, index ok...og NBI i bedring med et lille forsigtigt +-.

[Helge_LarsenPI-redaktør]

"We have moved to our new state-of-the-art offices and translational research laboratories! We look forward to welcoming our experts involved in discovery, development & commercialization of next-generation antibodytherapeutics to our new home, as per local guidance on COVID-19 https://twitter.com/Genmab/status/1277626056946724864
.

[HSK]

Så’ der nyt

[HSK]

Genmab Announces Very Favorable Topline Results from Phase 2 Clinical Trial of Tisotumab Vedotin in Recurrent or Metastatic Cervical Cancer

[HSK]

24 percent confirmed objective response rate (ORR) by independent central review (95% Confidence Interval: 15.9% - 33.3%) with a median duration of response (DOR) of 8.3 months.

[HSK]

“These promising topline data from innovaTV 204 will be the basis of further engagement with the U.S. FDA as we continue to progress and expand our tisotumab vedotin development program in solid tumors with our partner.”

[Bulder]

Fine data