Genmab — Maj 2021
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DnB Markets
Rune Majlund Dahl
Genmab (Buy, TP: DKK2560.00) - Focus shifts to pipeline news flow
While Q1 revenue and EBIT were better than we expected, we believe the beat was primarily driven by lower opex. We expect the market’s focus to shift to the pipeline, with H2 likely to offer heavy news flow. We see a good chance of a guidance increase later in 2021. We reiterate our BUY and DKK2,560 target price. -
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Any opinion on POLARIX trial? It was mentioned yesterday as a new treatment in early lines DLBCL if data would be good?
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POLARIX from ASH 2020 https://www.roche.com/media/releases/med-cor-2020-12-07b.htm
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Aktier/tendens: Regnskaber i kø for at påvirke markedsretningen //www.proinvestor.com/investornyt/674809/aktier-tendens-regnskaber-i-ko-for-at-pavirke-markedsretningen
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Det her siger han om arbitragen: "But sometimes in life Peter you have to keep your back straight and you feel that you're doing the right thing. And that -- this is one of those situations. And, of course, we will be open to resolve this in any possible way, but we have to defend our proposition here. And we feel that we are doing the right thing here and feel very strong." Det med at "løse det på en hvilken som helst mulig måde".. MÅ vel opfattes som en slags udstrakt hånd til JNJ?!
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Det er bestemt ikke en slagen mand der udtrykker sig jf. 8:50
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Og dette om timingen (Verdult, Citi, har spurgt): "Timing is uncertain as I already said before Peter. But what I can tell you that the process is progressing very rapidly. I mean lots of documents are being exchanged. And I think both parties are working on the case." Det lyder da meget optimistisk.. men det er jo osse Jan, så deeeet....
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jan ved naturligvis godt at hexa38 er tæt forbundet med voldgiften. og derfor er det i Jans interesse at tale hexa så meget op som muligt
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