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Genmab — Februar 2021

Planlagt Fastgjort Låst Flyttet Genmab
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  • D Offline
    D Offline
    Doublo
    wrote on sidst redigeret af
    #366

    Hvem står for salget af det Genmab har sammen med andre samarbejdspartnere?

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    • G Offline
      G Offline
      GeorgeBest
      wrote on sidst redigeret af
      #367

      Kesimpta & Arzerra = Novartis, Tepezza = Horizons

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      • D Offline
        D Offline
        Doublo
        wrote on sidst redigeret af
        #368

        GeorgeBest tak for oplysningen.

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        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #369

          costs will be watched; for 2020; did it stay within guidance? For 2021, how fast will it grow? We had the cost debate here often enough, we’ll probably have another one next week 😉

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          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #370

            It will be interesting to see if they only guide Dara, or if they split estimates for the other drugs as well? (doubt it). By calculating Dara royalties on 4.19bn and comparing it to the actual royalties received we should be able to estimate roughly how much JNJ is reducing due to
            Halo dispute. The exact % royalty for Tepezza should be released.

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            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #371

              We had a big one-off with AbbVie in 2020, so be prepared for a börsen headline with something like ‘guidance much lower as 2020’ lol

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              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #372

                bluebird bio opening -27% at $33.50. remember the Car-T bonanza after ASH'18, it hit $236

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                • K Offline
                  K Offline
                  Klarussen
                  wrote on sidst redigeret af
                  #373

                  Ritzau: "GENMAB (Q4)

                  Genmab venter i 2020 en omsætning mellem 9250-9850 mio. kr. og et driftsoverskud på 5350-5950 mio. kr."

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                  • D Offline
                    D Offline
                    Doublo
                    wrote on sidst redigeret af
                    #374

                    Hvorfor er tallene ikke mere præcise, regnskabet er jo afsluttet for 2020 eller hvad? Det står som en udmelding fra Genmab.

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                    • K Offline
                      K Offline
                      Klarussen
                      wrote on sidst redigeret af
                      #375

                      Det var en udmelding fra Ritzau fra i morges omkring selskabernes forventninger. Der var ikke mere.
                      Regnskabet kommer først den 23.

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                      • D Offline
                        D Offline
                        Doublo
                        wrote on sidst redigeret af
                        #376

                        De kan da ikke skrive det er Genmabs forventninger hvis det ikke er?

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                        • D Offline
                          D Offline
                          deleted-user
                          wrote on sidst redigeret af
                          #377

                          Det er Genmab

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                          • D Offline
                            D Offline
                            deleted-user
                            wrote on sidst redigeret af
                            #378

                            seneste guideline for 2020 udmeldt 20. august 2020

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                            • BulderB Offline
                              BulderB Offline
                              Bulder
                              wrote on sidst redigeret af
                              #379

                              Fra Q3: we expect our revenue to be in the range of DKK9.25 billion to DKK9.85 billion. ... Putting this together, we’re planning for substantial operating income in a range of DKK5.35 billion to DKK5.95 billion.

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                              • D Offline
                                D Offline
                                deleted-user
                                wrote on sidst redigeret af
                                #380

                                For at være helt præcist 20. august 2020, https://ir.genmab.com/static-files/c8e8f960-4c07-46b7-8643-03c4c58c61ed

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                                • D Offline
                                  D Offline
                                  Doublo
                                  wrote on sidst redigeret af
                                  #381

                                  aha ja det hører jo med til billedet, der er sket meget siden august 2020.

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                                  • B Offline
                                    B Offline
                                    bibob
                                    wrote on sidst redigeret af
                                    #382

                                    E L. 15.32 Bluebird. https://www.fiercebiotech.com/biotech/bluebird-stops-gene-therapy-trials-after-2-sickle-cell-patients-develop-cancer?mkt_tok=eyJpIjoiT1RobVl6TmtPV1F6WWpsaCIsInQiOiJpXC9YNHg2RnZRUVArQlZIUElvY2FSQkQrSzM3a3M0dld0ZVc1M3hKZ2E1OUNPZDZac3ZuVk5hV2tVXC9YTGp5MXhtNzV1ZDQxc1pDZXJuUTZ4ZmhqUVwvdnJMQVg3VDhRWUhSRkJCaGlLVlpMV05HXC91aXdRZFhrdUl4UFJrS1FQVjRUYnJvSUxVQ1VBM2k0Q09KbkNxNk1BPT0ifQ%3D%3D&mrkid=41140432

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                                    • BulderB Offline
                                      BulderB Offline
                                      Bulder
                                      wrote on sidst redigeret af
                                      #383

                                      Nede 35%. Er det den der trækker NBI ned?

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                                      • BulderB Offline
                                        BulderB Offline
                                        Bulder
                                        wrote on sidst redigeret af
                                        #384

                                        Sgen og hznp også pænt nede.

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                                        • JørgenVarnæsJ Offline
                                          JørgenVarnæsJ Offline
                                          JørgenVarnæs
                                          wrote on sidst redigeret af
                                          #385

                                          Desværre ikke - det har Blue slet ikke mcap til at gøre

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