Genmab — Februar 2021

[GeorgeBest]

Kesimpta & Arzerra = Novartis, Tepezza = Horizons

[Doublo]

GeorgeBest tak for oplysningen.

[E_L]

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

[E_L]

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.

[E_L]

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

[E_L]

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

[Klarussen]

Ritzau: "GENMAB (Q4)

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

[Doublo]

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

[Klarussen]

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

[Doublo]

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

[deleted-user]

Det er Genmab

[deleted-user]

seneste guideline for 2020 udmeldt 20. august 2020

[Bulder]

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.

[deleted-user]

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

[Doublo]

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

[bibob]

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

[Bulder]

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

[Bulder]

Sgen og hznp også pænt nede.

[JørgenVarnæs]

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

[Helge_LarsenPI-redaktør]

God morgen.