Genmab — August 2020

[AaBforever]

Helge..er det godt eller?

[E_L]

ADC Therapeutics SA (ADCT) CEO Christopher Martin on Q2 2020 Results - Earnings Call Transcript https://seekingalpha.com/article/4369596-adc-therapeutics-sa-adct-ceo-christopher-martin-on-q2-2020-results-earnings-call-transcript?part=single

[Mcjean]

x med 12 og x herefter med 2(måske 2.3 ROW) så har du groft sagt resultatet for i år, hvilket springer samtlige estimater og vel betyder at der er vildt meget upside-risiko i aktien, som medfører at Nordea må opjustere med 7.75, mens vi andre åbner en flaske "sprudlewasser".

[AaBforever]

Det vel også en MEGET grov udregning McJ?

[E_L]

not that long ago that Genmab lost the #1 European biotech spot to Galapagos in market value; today GLPG down 25%, trading at ~1/3 of the Genmab Mcap...

[Mcjean]

Så du mener ikke Nordea vil opjustere med 7,75kr.:-D Ok så lad os regne lidt mindre groft

[Mcjean]

1/2 år 1.838 + 6 mrd. 218 og hvis ROW kan sælge det samme x med 2 og resultatet bliver cirka. 1.838+2.640= 4.478 og så er der ikke taget højde for den naturlige stigning der ligger latent i modellen.

[Mcjean]

og de guider med 3.9-4.2BN$

[AaBforever]

Recepttallet i US er ikke lig med det faktiske salg. Så det ligger uden 218.

[AaBforever]

under

[Mcjean]

ja men det kan du trække fra den latente stigning så det passer vel meget godt halvgroft udregnet

[E_L]

so on Cami-t - in terms of Cami, the Hodgkin lymphoma program, we have -- we hope to be able to update at ASH. We don't know yet, of course, if our asset is accepted, but we are playing out data at ASH from the Cami trial, on the 47 patients that were enrolled through March.

[E_L]

• In terms of Cami in solid tumors. We are -- we have a poster accepted at the virtual [indiscernible] coming up in September to discuss mostly the pharmacokinetic type of dynamic data that we have in that study.

[E_L]

that is the Ph I solid tumor trial

[E_L]

twitter:

@semodough
Baml $HZNP US: Horizon Therapeutics - Encouraging Symphony sales trend for Tepezza in July - BUY-July Symphony sales for Tepezza (+24% m/m) imply a wide range between $217m and $339m for 3Q sales assuming 17% and 10% m/m growth in August and September.

[Sukkeralf]

Mcjean i Q2 2020 lå RoW jo også 15-20% under USA, så med mindre sc dosering løfter salget markant, så lander vi lige over 4 milliarder

[Sukkeralf]

The reason why Galapagos is down:

[Sukkeralf]

Just a moment...

(www.firstwordpharma.com)

[Bulder]

JnJ køber Momenta. Præmie ca 70 % https://www.prnewswire.com/news-releases/johnson--johnson-to-acquire-momenta-pharmaceuticals-inc-expanding-janssens-leadership-in-novel-treatments-for-autoimmune-diseases-301114715.html

[Bulder]

Samme præmie ville for genmab betyde ca kurs 4000. Eller ca 40mia$