Genmab — Maj 2021

[deleted-user]

@GeorgeBest 10:19 fine nuancer. Finder det bare påfaldende, at kursmålet (og holdningen?) bliver ændret nu, efter det store kursfald - som jeg tror har givet Novod chancen for starte på en frisk.... Havde der ikke været voldgift, have kursmålet måske været 2800-2900 ? Så han springer fra ca. 2000 til 2600 i løbet af 1 kvartal.

[deleted-user]

Så kan Novod da i det mindste ikke længere tale om døde penge

[GeorgeBest]

Nej tværtimod, nu fremhæves den stærke pipeline...:-)

[Bulder]

Novod har bare gået og ventet på en chance til at komme ind i gamet igen

[Sukkeralf]

Præcis

[Sukkeralf]

Galapagos i omvæltning:

[Sukkeralf]

https://endpts.com/galapagos-chops-into-their-pipeline-dropping-core-fields-and-reorganizing-rd-as-the-bd-team-hunts-for-something-transformative/

[E_L]

May 6th. Jefferies Financial Group analyst P. Welford now anticipates that the company will earn $0.07 per share for the quarter, up from their previous estimate of $0.06. also Q3 2021 earnings at $0.09 EPS, Q4 2021 earnings at $0.18 EPS, FY2022 earnings at $0.61 EPS, FY2023 earnings at $1.06 EPS, FY2024 earnings at $1.42 EPS and FY2025 earnings at $1.96 EPS.

[kkjoel]

EL, not often we see numbers in format in here.. is that for Genmab or the Galapagos link just before?

[kkjoel]

..in that format..

[deleted-user]

Det ligner en overskudsgrad på 25 % og en omsætning omkring 30 mia

[deleted-user]

i 2025

[E_L]

oh sorry, Genmab. we should expect to see a new price target as i guess, last i had was 2800 in Feb

[E_L]

*as well

[kkjoel]

Tnx. I have the same target from feb. Maybe someone in here are are smart enough to translate these numbers into other, more easily understandable measures?

[kkjoel]

the likes of: he's seeing x DKK/$ profit for 22.. stuff like that.

[E_L]

LLi just made an attempt, with another profit margin that would be a different revenue number offcourse.

[deleted-user]

Is it fair to assume the marginal profit in 2025 is closer to 40 % than 20 % due to the high income from Dara which contribute with maybe 90 % profit?

[deleted-user]

I guess a fair benchmark is 20-25 % for revenue related to own products

[E_L]

i find it very hard to predict, your Dara comment is fair, however, IF the epco and Biontech programs are successfull, we will probably still see massive investmens in 2024-2025 in additional Ph3 trials, thereby still cutting margins in those years?