Genmab — Juni 2020

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

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.”