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Genmab — Februar 2021

Planlagt Fastgjort Låst Flyttet Genmab
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  • JørgenVarnæsJ Offline
    JørgenVarnæsJ Offline
    JørgenVarnæs
    wrote on sidst redigeret af
    #1449

    Usddkk Q1 6,77, Q2 6,78, Q3 6,37 and Q4 6,24 giving a yearly usddkk rate of 6,54

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    0
    • G Offline
      G Offline
      gentogen
      wrote on sidst redigeret af
      #1450

      Til alm info var min primitive udregning forleden baseret på midtpunktet af 2021 dara salgsestimat = 32.4M (5.4US) og ved at estimere 55% FASPRO fik jeg 17.8M DK, hvoraf 5% så er 890MIO hvoraf Genmabs andel på450mio er 50%. Jeg ved ikke, om man kan regne sådan, men det var et slag på tasken

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      • JørgenVarnæsJ Offline
        JørgenVarnæsJ Offline
        JørgenVarnæs
        wrote on sidst redigeret af
        #1451

        With that i get a yearly USD royalty of usd 675,5m

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        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #1452

          for 2020 $4.190?

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          • JørgenVarnæsJ Offline
            JørgenVarnæsJ Offline
            JørgenVarnæs
            wrote on sidst redigeret af
            #1453

            But i’m a little uncertain about these nos because the Q4 royalty in my calcs is 19,4% (based on usddkk 6,24 and quarterly royalty of dkk 1521m

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            0
            • JørgenVarnæsJ Offline
              JørgenVarnæsJ Offline
              JørgenVarnæs
              wrote on sidst redigeret af
              #1454

              EL - yes

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              • JørgenVarnæsJ Offline
                JørgenVarnæsJ Offline
                JørgenVarnæs
                wrote on sidst redigeret af
                #1455

                A yearly royalty rate of 16,12%

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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #1456

                  are you calculating the USD back from the DKK amounts you had?

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                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #1457

                    this may paste messy, but i'll try:

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #1458

                      $750.000.000 12% $90.000.000
                      $1.500.000.000 13% $97.500.000
                      $2.000.000.000 16% $80.000.000
                      $3.000.000.000 18% $180.000.000
                      $4.190.000.000 20% $238.000.000

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                      0
                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #1459

                        Royalties 2020: $685.500.000

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                        0
                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #1460

                          hey that is not so bad 😉 Total

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                          0
                          • JørgenVarnæsJ Offline
                            JørgenVarnæsJ Offline
                            JørgenVarnæs
                            wrote on sidst redigeret af
                            #1461

                            With the Q2 once-in-a-lifetime-every-year adjustment we could be talking about the same nos

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                            0
                            • JørgenVarnæsJ Offline
                              JørgenVarnæsJ Offline
                              JørgenVarnæs
                              wrote on sidst redigeret af
                              #1462

                              And with the USDDKK being much lower in H2 is seems right my nos are lower than yours

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                              • JørgenVarnæsJ Offline
                                JørgenVarnæsJ Offline
                                JørgenVarnæs
                                wrote on sidst redigeret af
                                #1463

                                ...and look what’s happening in the market right now...

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                                0
                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #1464

                                  yeah it took out the stops below 2066, first bottom attempt

                                  1 Reply Last reply
                                  0
                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #1465

                                    breaking the short term down-trend line from friday. see if that holds now
                                    .

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                                    0
                                    • JørgenVarnæsJ Offline
                                      JørgenVarnæsJ Offline
                                      JørgenVarnæs
                                      wrote on sidst redigeret af
                                      #1466

                                      Also it seems royalties are calculated on a yearly basis but paid on a quarterly basis - then we must have some sort of regulation somewhere

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                                      0
                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #1467

                                        @gentogen, i used the actual Genmab guidance for a similar excercise, all at fx 6

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                                        0
                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #1468

                                          2021 guidance $5.200.000.000 = dkk5.325.000.000 compared to dkk 4.900.000.000 guided , gives a difference of dkk
                                          425.000.000

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