Genmab — Marts 2021

[E_L]

'Multiple sclerosis drug Ocrevus has been hailed as the most successful launch in Roche's history, earning blockbuster status in its first 12 months on the market.'

[AaBforever]

NBI rammer nu laveste niveau siden start dec 20:-(

[Solsen]

GSK was a nightmare !

[Solsen]

Horizon er dagens lyspunkt. Og så det gode vejr

[E_L]

i am actually a bit surprised by Jan's comment that it could be the fastest MS launch, as I had the impression it wasn't going that smooth...

[Bulder]

Kan nogen huske hvor meget Tepezza royalty Genmab havde med i guidningen for nylig? Med HRZN's forventning på over 1,275 mia$ kommer det til at indbringe ½mia DKK.

[Solsen]

Havde de ikke Tapezza og Kesimpta slået sammen til 5-700 mln

[E_L]

they did not explicitly split that but said 'DKK400 million to DKK600 million relates to TEPEZZA and Kesimpta. And as you just highlighted, this represents 40% growth compared to 2021.' in the call

[E_L]

lol

[E_L]

anyway, i think we concluded here in the chat that that was too low

[JørgenVarnæs]

Don’t mention excess cash flow - Jan will just spend the money immediately

[Solsen]

God investments are always welcome;-)

[Solsen]

+o

[Bulder]

If Kesimpta sale is $200 million, Genmab will get more than DKK 600 million in royalty together with Tepezza.

[E_L]

that looks like a fair calculation.

[Solsen]

Surely. I think they where a little cautiously about Tapezza due to covid-19 obstracles.

[Bulder]

Så gik NBI i grønt på min skærm, men det er nok en fejl.

[E_L]

i think we may have to wait until Tuesday; it looks as if no fund manager wants to show Genmab on it's books for quarter end lol, hopefully they will come back for Q2

[Bulder]

HRZN op 8%+

[gdn55]

Genmab er både den bedste og værste i min portefølje, men det skyldes måske jeg kun har den. Lovede mig selv at hvis den nogensinde kom i kurs 2000, ville jeg sælge og leve lykkeligt resten af mit liv. Men det har jeg ikke gjort, det er ligesom en god ven at sige farvel til, det er svært.