Genmab — Februar 2021

Darvin

Fortsat et pænt mål! Har smidt en opdateret liste med Kursmål i debatten, incl. Guggenheim En ting er at analytikerne har kigget på tallene, men det fremgår klart at de netop kun har tænkt efter. Genmab er en aktie man skal eje, men investering koster på den korte bane https://www.proinvestor.com/boards/89730#postdiv91346

Solsen

I assume no sales of Tepezza Q121.

E_L

So, $812m @ FX rate 6.12 = dkk 5.018m. Royalties were dkk298m as per annual report =5.94%. So we can assume 6% flat given some rounding and the fx rate used.

E_L

So for 2021 they project 1275m * 6.12 = dkk7803m sales, @ 6% royalty is dkk468m

Solsen

Yes thats true. And 460 mln dkk to Genmab. Only 140 mln left for Kesimpta.

Solsen

I used 6 dkk pr doller

E_L

even better, i should have too, that is what Genmab used for 2021

Solsen

Genmab will easily get 600 mln dkk from those two assets.

E_L

Yes , agree, Pagano is clearly low-balling this range of DKK400 million to DKK600 million relates to TEPEZZA and Kesimpta.

kkjoel

They call them "conservative accounting principles"

Bulder

Aren't they low-balling the most?

kkjoel

And nicely calculated btw. Have corrected the number in the Wiki article.

E_L

yes, i feel they are, and that is fine, i am conservative too, but it is best to calculate ourselves to make sure that it is indeed conservative

E_L

we'll get all parts of the puzzle Next we need to price rise for Dara for 2021, which I assume to be 4.9% (again). But maybe there was no price rise, we don't know... (I doubt that ofcourse )

JørgenVarnæs

Prescription nos would help...

exitnu

Så er jeg med i Genmab igen

AJE

Det klæder sig ikke for en CEO, at kommentere på selskabets aktiekurs. https://www.euroinvestor.dk/nyheder/genmab-topchef-forudser-kaempe-stigning-i-aktiekurs

Legolas23

Det er heller ikke det han gør. Han kommenter, at Genmabs værdi kan 3-dobles. Det er Børsen aka financiel "Se og Hør", som laver fri tolkning.... Læs artiklen

Legolas23

Kursen kommenterer han ikke på...

AJE

Det er da det samme som at kommentere på kursen...