Genmab — November 2020

[Helge_LarsenPI-redaktør]

God morgen.

[Plimsoller]

God morgen

[E_L]

DnB Markets
Genmab - First proprietary pipeline kill
Today Genmab announced that it will not advance the development of enapotamab vedotin (EV), citing that the data did not meet its stringent criteria for proof-of-concept. This confirms the company’s strategy to end projects that are not efficacious enough and we believe it will be likely to also scrap DR5/DR5. Genmab’s focus is on progressing already-partnered projects. We reiterate our HOLD but have cut our target price o DKK2,320 (2,352)

[GeorgeBest]

UBS also cut with DKK 50, from 2680 to 2630. Buy rating stays

[JørgenVarnæs]

Citi stays at 3000, keeps buy rating, says top sales for axl was usd 60m

[deleted-user]

Citi ef­ter Gen­mab drop­per kræft­mid­del: Over­re­ak­tion https://borsen.dk/nyheder/virksomheder/citi-efter-genmab-dropper-kraeftmiddel-overreaktion-det-var-jo-allerede-paa-vej-i-graven

[JørgenVarnæs]

Citi Dkk 20 per aktie

[Macabo]

Salgstal i Oktober i henhold til Nordea 142,1 USD eller en samlet stigning 1,2%. Der skal løbes stærkt for at nå den høje ende af guadiance

[JørgenVarnæs]

142,1???

[JørgenVarnæs]

Vi skal da over et år tilbage for at finde det niveau

[JørgenVarnæs]

Mit estimat er usd 241,6m

[Macabo]

Sikkert en sammeblanding af de 2 versioner - Darsalex faldet med 8% og fastpro steget med 18,9% - forstod heller ikke tal

[E_L]

that cna not be correct, +1.2% would be 237.4

[E_L]

ok, so what is the faspro #?

[Hen]

Citi om i går: https://www.euroinvestor.dk/nyheder/analytiker-om-dansk-darling-det-er-overreaktion

[Hen]

OK, LLI var hurtigere

[Macabo]

Eller skrive fejl - ville passe med 242,1

[E_L]

jeez Macabo, 6 proinvestor readers just died from a heart attack in the last few minutes....

[Macabo]

EA kind of a weak up call - Pensionisten i dere
s morgen brev fra PB

[GeorgeBest]

Correct Dara US sales for October is 237,5M USD