Genmab — Maj 2022

[Solsen]

Ok When JW says double digit on Ami its 10%

[ProinvestorNEWS]

Aktier/middag: Mærsk højere og Pandora lavere efter regnskaber https://proinvestor.com/investornyt/818399/aktier-middag-maersk-hojere-og-pandora-lavere-efter-regnskaber

[anncba]

Nogen der ved, hvorfor Genmab er faldet så meget over de seneste par uger? Er det markedet generelt eller er der noget udfra tal, der skuffer? Det kan da ikke være eftervirkninger fra voldgiften (troede vi var ovre den?)?

[Bulder]

But 5% on tec isn't much. We must hope that it will a be combo partner with dara in stead of competitor in the early lines. In the late lines it will be a perfect treatment for dara resistant pts.

[StockBull]

NBI er faldet 10% de sidste 3-4 uger. Stigende renter.

[deleted-user]

@anncba - husk nu, at Genmab forsat har mulighed for, at anke afgørelsen. Så det er forsat for tidligt, at sætte det endelige punktum i den sag. Genmab vil meddele markedet, når de enten anker eller accepterer udfaldet af voldgiften.

[anncba]

Ja tænkte også, at det var markedet generelt og ja selvfølgelig rigtigt det med anken. Tak for jeres svar. Vidste ikke, om jeg havde missede nogen nyheder. Men I plejer at være gode til at holde vi andre up to date. Tak for det.

[E_L]

Horizon Therapeutics plc Reports First-Quarter 2022 Financial Results https://ir.horizontherapeutics.com/news-releases/news-release-details/horizon-therapeutics-plc-reports-first-quarter-2022-financial?utm_source=TW&utm_medium=social&utm_campaign=PressRelease- -- TEPEZZA (teprotumumab-trbw) Net Sales of $501.5 Million --

[deleted-user]

down with almost 20 % from Q4 2021?

[deleted-user]

Q3 2021 616 mUSD....we had the peak after less than 12 months

[E_L]

they stick to their target of full-year 2022 net sales percentage growth in the mid-30s, so it might have been expected, need to look into it, there was offcourse a big H2 last year after the production disruption in H1

[E_L]

they might have caught up with that and now on 'normal' trajectory. i am sure they'll say something in their webcast this afternoon, which i am sure you will listen to for us

[deleted-user]

Ok. Yes they maintain all year target that provided a little comfort.... damn I got a very important appointment with my garden this afternoon

[E_L]

haha

[BioShare]

Shit E L - Tepezza numbers really disappointing...wtf

[henrik48]

Enig med anncba at det er et fantastisk forum med meget hjælpsomme og indsigtsfulde deltagere - efter 4 uger i USA er jeg ved at komme ajour og har overlevet prisstigninger bl.a. på youghurt +30 pct

[E_L]

this is what horizon wrote in the Q4 earnings: First‐Quarter 2022
And finally, Now let me touch on the first quarter. As we see every year, our first quarter net sales are
expected to be the lowest of the year, impacted by seasonality as patients experience co‐pay and
deductible resets and other changes in their healthcare coverage. We also saw an impact from the
COVID‐19 Omicron variant earlier this year due to delays in office visits and scheduled infusions for both
TEPEZZA and KRYSTEXXA.

[E_L]

We have seen a nice uptick in the trajectory since then and feel good about
our full‐year expectations. Therefore, we expect a typical step‐down in net sales this year – in the
mid‐teens – from the fourth quarter of 2021 to the first quarter of 2022. https://ir.horizontherapeutics.com/static-files/40698188-649f-4edc-94ce-1b054e8ad6e4

[E_L]

he is now saying that it was in line with expectations

[Bulder]

reassuring