Genmab — Februar 2021
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Børen - "Genmab-kursmål sænkes på stribe", det må således være den halve sandhed hvis den står 2-2
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GS har ikke ligefrem for vane at have et target, der ligger nord for den aktuelle kurs. Det er måske den reelle grund til deres revision...
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Omkring timing af GEN1046, så er det nærmeste vi kom i går vist JvdW svar til Verdult - https://www.fool.com/earnings/call-transcripts/2021/02/23/genmab-as-gmab-q4-2020-earnings-call-transcript/
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Her siger han, at man forventer data fra expansion cohorts, men ikke meget andet
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Sydbank analyser post regnskab:
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Det ser ud til, at 2021 bliver anderledes - nu kan vi se frem til masser af read-outs og ikke kun sidde og kigge på recepttal for dara. Det bliver lidt mere som de gode gamle dage
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I mean, we knew the products in the pipeline, so we knew how much investment will have to go into that. So for me, higher investmenst now means bringing investments forward. So my only conclusion can be that the majority of the analysts think that Genmab is going to fast I guess?
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It
is why I asked
@troldmanden yesterday, ‘if they would delay that 1bn for a year, so that cost would be in line with analysts expectations, would you feel better?’ Personally, I don’t understand that… -
This is one of those delightful moments, where we can put our money where out mouths are - Through the collaborations GEN has mitigated the risks of not being able to handle scale and speed in these large programs - now GEN must put up the money to make these things happen. That will hopefully be worth the investment
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If analysts just see elevated costs - fine by me
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Did anybody else notice the “Significant CMC investment” for both epco and GEN1046 on slide no 13 yesterday?
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In other words - we are “buying” a factory
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Well, there is finally need for substantial production of molecules to feed the clinical programs
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That can’t be handled in research labs
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