Genmab — August 2020

[Solsen]

Hvis data berettiger det skal de nok hæve kursmålene. I modellerne er der sat sandsynligheder for hver enkelt stof i pipelinen som sørger for at indregne kurstriggere i begge retninger.

[E_L]

wow Horizon... just wow; -- Increasing TEPEZZA Peak U.S. Annual Net Sales Estimate to Greater Than $3 Billion from Greater Than $1 Billion --

[E_L]

-- TEPEZZA (teprotumumab-trbw) Second-Quarter 2020 Net Sales of $165.9 Million
Driven by Strong Commercial Execution, Significantly Exceeding Expectations;
Increasing Full-Year 2020 Guidance to Greater Than $650 Million from Greater Than $200 Million --

[E_L]

Horizon Therapeutics plc Reports Record Second-Quarter 2020 Results https://www.businesswire.com/news/home/20200805005499/en/Horizon-Therapeutics-plc-Reports-Record-Second-Quarter-2020/?feedref=JjAwJuNHiystnCoBq_hl-WBlLQO14j4QZPTyX5CYOnwC4VjN53jumZRlnzhBoBxGrCOi9QzgjCezTS3Nw_X6kJUrpSBm-Hav1w-UkdSlG3ltkRSnqzf6ourQGu_UA28CzZCGORvG0LE20YOvo49uqw==

[GeorgeBest]

Great news

[Sukkeralf]

Thats realy strong exspectations - waaauu

[BioShare]

Thanks EL - you are fast as always. The stock trade +12% now in pre market

[Bulder]

En trigger, vi ikke helt havde regnet med.

[E_L]

yeah... now €70+... amazing roll out for such a rare disease medicine. could still have bought it at €25ish in
march sigh

[kkjoel]

Hvor meget er det GEN får i royalties af tepro - 5% ?

[GeorgeBest]

Der er annonceret mid single digit...

[Bulder]

DNB siger 6% og Wainright siger 7%. Novod har sagt 6,5%

[Bulder]

Jeg kan ikke huske, hvor jeg har det fra. Fandt det i nogle noter.

[Sukkeralf]

Vil gætte på 4-6% da aftalen er meget gammel

[Helge_LarsenPI-redaktør]

[Sukkeralf]

Begynder at ligne en miiliard om året i royalty, hvis de når peaksale - det er da en ganske lækker bonus

[Solsen]

Horizon kommer over $100 inden længe

[Solsen]

And still only US sales. ROW could be huge too.

[Bulder]

Flere notater: Iflg DNB vil der i US være 18,765, Europa 43,585 og i Japan 7,690 tilfælde i 2020 (af TED)

[Bulder]

Så i stedet for ½ mia DKK kan vi øjne 2 mia DKK om nogle år, når det peaker. Plus formentlig milestones.