Genmab — Maj 2021

[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?

[deleted-user]

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

[E_L]

hope is a great investment strategy

[deleted-user]

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

[E_L]

sounds crazy doesn't it...

[deleted-user]

I know the numbers contains more uncertainty than safety

[Helge_LarsenPI-redaktør]

Utroligt hvad en dårlig jobrapport kan gøre ved røde aktiekurser.

[Bulder]

Man tør slet ikke tænke på, hvis der var kommer 1 mio i arbejde. Så var kurserne da raslet ned.

[E_L]

i think the lesson from this should be: it is best not to work Have a good weekend

[Helge_LarsenPI-redaktør]

[Helge_LarsenPI-redaktør]

Also good weekend to you E L .

[Bulder]

Arbejde er noget opreklameret juks.

[Bulder]

Spøjst nok lukkede ADS'en i går i netop 2295.

[Helge_LarsenPI-redaktør]

BTK: Endelig comeback for US biotech, men foran vigtig modstand
https://www.proinvestor.com/investornyt/674898/btk-endelig-comeback-for-us-biotech-men-foran-vigtig-modstand

[Solsen]

En kommentar fra Artisan https://finance.yahoo.com/news/why-artisan-partners-reduced-genmab-170410133.html

[Solsen]

winkel

[Solsen]

JW har solgt lidt for at betale skat https://finance.yahoo.com/news/transactions-shares-linked-securities-genmab-175200092.html

[Helge_LarsenPI-redaktør]

Fred være med det.

[Solsen]

Helt sikkert