Genmab — Februar 2021
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Operating restult dkk 1000-2000m for 2021
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Dara guides til DARZALEX
royalties of DKK 4,900 – 5,300 million. -
GEN skriver selv om voldgiften ifht guidance: Given the ongoing arbitration, Genmab has reflected this as a reduction to estimated 2021 revenue.
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Der er skåret i toplinjen...
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Pokker JV
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Men det kan jo ikke være meget ifht 2021 tallene - er det ikke 5% HALO får?
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Glem det forlig. Det kommer ikke.
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Er det ikke bare det almindelige forsigtighedsprincip, GEN bruger ifht guidance?
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Jeg tænker ikke, at vi skal forbinde det alt for meget med et outcome af voldgiften
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Enapotamab vedotin – data to support late stage development – development will not advance
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Kunne det ikke se ud til, at omkostningerne ligger ca. 10% over forventet?
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Share buy back - ud over dækning af warrants?
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Udgifter stiger med op mod 2 mia. Regnede de fleste ikke med kun ca 1 mia
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Jf. 2020 tallene - ser det ikke ud til, at Genmab har taget den fulde indtægt fra Dara uden fradrag af royalty til Halo?
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Så oms lavere end marked forventer og udgifter højere.
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