Genmab — Februar 2021
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Fredagens aviser med SAS, ISS og Danske Bank
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Nektar Therapeutics apparently entered into a drug supply collaboration with Janssen late last year for the DARZALEX FASPRO supply for the NKTR-255 combo study. Not sure if that implies JNJ believes in the combo https://www.nasdaq.com/articles/nektar-therapeutics-nktr-q4-2020-earnings-call-transcript-2021-02-26
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"MacKay expects Genmab A/S to post earnings per share (EPS) of $0.00 for the first quarter of 2021" - hvordan læser i denne sætning?
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Ja, så passer det fint med, at RBC hæver deres target til 46 usd
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Hæver
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= fastholder....
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I am not sure I had seen this comment from Jan: - Analytikere estimerer, at det er et marked på over 10 mia. dollar. Der vil være konkurrence fra andre lægemidler, men vi håber, at kunne positionere det til tage i størrelsesordenen 5 mia. dollar plus, siger Jan van de Winkel. -from https://borsen.dk/investor/aktie/S1073/GMAB/Genmab 23Feb
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I certainly missed it - the comment goes perfectly with their aspiration to become backbone treatment
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Stockbull - du skal tænke mere på det tilbagediskonterede cashflow end balancen. Diskonteringsfaktoren stiger og dermed falder nutidsværdien af det fremtidige cashflow.
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Dermed bliver alternative investeringer - obligationer og value aktier mere interessante, og så kommer der et smæk mere
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Spørgsmålet er om det ikke går som under og efter finanskrisen hvor den amerikanske rente stiger, men den europæiske forbliver lav pga. nogle af de sydeuropæiske lande.
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I can’t find the USD royalty in the accounts - have you seen it anywhere?
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@E L did you take into account the lacking part of royalty dispute ?
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