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Genmab — August 2020

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • M Offline
    M Offline
    Mcjean
    wrote on sidst redigeret af
    #615

    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".

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    • A Offline
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      AaBforever
      wrote on sidst redigeret af
      #616

      Det vel også en MEGET grov udregning McJ?

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      • E Offline
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        E_L
        wrote on sidst redigeret af
        #617

        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...

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        • M Offline
          M Offline
          Mcjean
          wrote on sidst redigeret af
          #618

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

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          • M Offline
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            Mcjean
            wrote on sidst redigeret af
            #619

            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.

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            • M Offline
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              Mcjean
              wrote on sidst redigeret af
              #620

              og de guider med 3.9-4.2BN$

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              • A Offline
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                AaBforever
                wrote on sidst redigeret af
                #621

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

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                • A Offline
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                  AaBforever
                  wrote on sidst redigeret af
                  #622

                  under

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                  • M Offline
                    M Offline
                    Mcjean
                    wrote on sidst redigeret af
                    #623

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

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                    • E Offline
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                      E_L
                      wrote on sidst redigeret af
                      #624

                      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.

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                      • E Offline
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                        E_L
                        wrote on sidst redigeret af
                        #625
                        • 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.
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                        • E Offline
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                          E_L
                          wrote on sidst redigeret af
                          #626

                          that is the Ph I solid tumor trial

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                            E_L
                            wrote on sidst redigeret af
                            #627

                            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.

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                            • S Offline
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                              Sukkeralf
                              wrote on sidst redigeret af
                              #628

                              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

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                              • S Offline
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                                Sukkeralf
                                wrote on sidst redigeret af
                                #629

                                The reason why Galapagos is down:

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                                • S Offline
                                  S Offline
                                  Sukkeralf
                                  wrote on sidst redigeret af
                                  #630

                                  Just a moment...

                                  favicon

                                  (www.firstwordpharma.com)

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                                  • BulderB Offline
                                    BulderB Offline
                                    Bulder
                                    wrote on sidst redigeret af
                                    #631

                                    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

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                                    • BulderB Offline
                                      BulderB Offline
                                      Bulder
                                      wrote on sidst redigeret af
                                      #632

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

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                                      • BulderB Offline
                                        BulderB Offline
                                        Bulder
                                        wrote on sidst redigeret af
                                        #633

                                        så hvis nogen vil købe Genmab, er det allersidste udkald, inden den om 2 år af sig selv er løbet i 4000 😉

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                                        • S Offline
                                          S Offline
                                          Sukkeralf
                                          wrote on sidst redigeret af
                                          #634

                                          Momenta Therapeutics har endda et CD38 SIFbody i preklinikken, så lad os se over tid om Janssen får det i klinikken:

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