Genmab — Februar 2021
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Guidance ser ud til at ligge til den skuffende side
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Måske det er voldgiften, der er taget ud af toplinien?
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Revenue 6800-7500m
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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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