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Genmab — Maj 2021

Planlagt Fastgjort Låst Flyttet Genmab
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  • S Offline
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    Sukkeralf
    wrote on sidst redigeret af
    #427

    Præcis

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    • S Offline
      S Offline
      Sukkeralf
      wrote on sidst redigeret af
      #428

      Galapagos i omvæltning:

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      • S Offline
        S Offline
        Sukkeralf
        wrote on sidst redigeret af
        #429

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

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        • E Offline
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          E_L
          wrote on sidst redigeret af
          #430

          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.

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          • K Offline
            K Offline
            kkjoel
            wrote on sidst redigeret af
            #431

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

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            • K Offline
              K Offline
              kkjoel
              wrote on sidst redigeret af
              #432

              ..in that format..

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              • D Offline
                D Offline
                deleted-user
                wrote on sidst redigeret af
                #433

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

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                • D Offline
                  D Offline
                  deleted-user
                  wrote on sidst redigeret af
                  #434

                  i 2025

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                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #435

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

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #436

                      *as well

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                      • K Offline
                        K Offline
                        kkjoel
                        wrote on sidst redigeret af
                        #437

                        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?

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                        • K Offline
                          K Offline
                          kkjoel
                          wrote on sidst redigeret af
                          #438

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

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                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #439

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

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                            • D Offline
                              D Offline
                              deleted-user
                              wrote on sidst redigeret af
                              #440

                              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?

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                              • D Offline
                                D Offline
                                deleted-user
                                wrote on sidst redigeret af
                                #441

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

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                                • E Offline
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                                  E_L
                                  wrote on sidst redigeret af
                                  #442

                                  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?

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                                  • D Offline
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                                    deleted-user
                                    wrote on sidst redigeret af
                                    #443

                                    EPS 1.96 2025 is to low. And more likely to be around 2.5-3.0... or I hope 🙂

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                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #444

                                      hope is a great investment strategy 😉

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                                      • D Offline
                                        D Offline
                                        deleted-user
                                        wrote on sidst redigeret af
                                        #445

                                        If the margin is around 40 % it will reflect running cost of 18 bDKK - think about that number versus 2021

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                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #446

                                          sounds crazy doesn't it...

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