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  4. Genmab — Juli 2022

Genmab — Juli 2022

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • E Offline
    E Offline
    E_L
    wrote on sidst redigeret af
    #713

    4/5 10:57
    af E L
    that is what i thought until i read in the last annual report "m. Under our agreement with Janssen, Genmab will receive milestones and royalties between 8% and 10% on net sales of RYBREVANT."

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    • D Offline
      D Offline
      deleted-user
      wrote on sidst redigeret af
      #714

      Thx. So we got a NAV around 50 pts. and a max. at 250 pts

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      0
      • E Offline
        E Offline
        E_L
        wrote on sidst redigeret af
        #715

        Ik think that is fair, what's 250dkk, roughly $2,2bn? On top of my head, in 10-15yrs it could make $30-35bn FV, discounted at a decent risk rate?
        Further approvals should slowly unlock that

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        • D Offline
          D Offline
          deleted-user
          wrote on sidst redigeret af
          #716

          That assumption seems sober. Its so easy to see the future via my beloved BA II plus 🙂

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          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #717

            Lol, you an old accountant or something? I grew up with an HP 28 haha, but as I am sitting next to the pool i have to use my own -small- brain 😉

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            • D Offline
              D Offline
              deleted-user
              wrote on sidst redigeret af
              #718

              yeah a (young) old accountant with a degree in finance. Wow. An HP28 thats original. I guess that is just a bit more recent than the abacus Helge grew up with 😄 Enjoy the pool time. Over and out.

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              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #719

                that Hexelect article Peter posted earlier was reviewed by 2 Seagen employees https://www.nature.com/articles/s41587-022-01401-3 (behind a paywall)

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                • P Offline
                  P Offline
                  ProinvestorNEWS
                  wrote on sidst redigeret af
                  #720

                  USA/lukning: Tunge aktiefald inden Fed-nyt og tech-regnskaber https://www.proinvestor.com/investornyt/855861/usa-lukning-tunge-aktiefald-inden-fed-nyt-og-tech-regnskaber

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                  • S Offline
                    S Offline
                    Sukkeralf
                    wrote on sidst redigeret af
                    #721

                    Good old alemtuzumab targeted CD52 and made the same move as ofatumumab - from CLL to MS. But would be nice to see HexElect in action sooner than later

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                    • Helge_LarsenPI-redaktørH Offline
                      Helge_LarsenPI-redaktørH Offline
                      Helge_LarsenPI-redaktør
                      wrote on sidst redigeret af
                      #722

                      Godmorgen. 🙂

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                      0
                      • P Offline
                        P Offline
                        ProinvestorNEWS
                        wrote on sidst redigeret af
                        #723

                        Godmorgen. 🙂

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                        0
                        • S Offline
                          S Offline
                          Stroka
                          wrote on sidst redigeret af
                          #724

                          God morgen. 🙂

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                          • P Offline
                            P Offline
                            ProinvestorNEWS
                            wrote on sidst redigeret af
                            #725

                            Aktier/tendens: Løftede kursmål til DSV forud for ventet grøn åbning https://www.proinvestor.com/investornyt/856102/aktier-tendens-loftede-kursmal-til-dsv-forud-for-ventet-gron-abning

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                            • SolsenS Offline
                              SolsenS Offline
                              Solsen
                              wrote on sidst redigeret af
                              #726

                              Lidt mere om Rybrevant https://endpts.com/jj-looks-to-expand-rybrevant-lung-cancer-indication-to-larger-egfr-positive-population/

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                              • Helge_LarsenPI-redaktørH Offline
                                Helge_LarsenPI-redaktørH Offline
                                Helge_LarsenPI-redaktør
                                wrote on sidst redigeret af
                                #727

                                Bristol-Myers Squibb Salget af kræftbehandlingen Revlimid, som selskabet fik med i forbindelse med det 74 mia. dollar store opkøb af Celgene i 2019, faldt med 22 pct. til 2,50 mia. dollar, men slog alligevel analytikernes forventninger på 2,13 mia. dollar. https://www.proinvestor.com/investornyt/856232/bristol-myers-squibb-overgar-forventningerne-aktien-sendes-op

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                                • S Offline
                                  S Offline
                                  Sukkeralf
                                  wrote on sidst redigeret af
                                  #728

                                  Mon Janssen spekulerer i at hæve prisen på Darzalex FasPro i takt med at billigere kopier af Revlimid vinder frem. Vi så jo i hvert fald Celgene hæve prisen markant de seneste år.

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                                  0
                                  • Helge_LarsenPI-redaktørH Offline
                                    Helge_LarsenPI-redaktørH Offline
                                    Helge_LarsenPI-redaktør
                                    wrote on sidst redigeret af
                                    #729

                                    Det lyder plausibelt.

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                                    0
                                    • P Offline
                                      P Offline
                                      ProinvestorNEWS
                                      wrote on sidst redigeret af
                                      #730

                                      USA/tendens: Efter fald tirsdag er der stigninger i vente onsdag https://www.proinvestor.com/investornyt/856290/usa-tendens-efter-fald-tirsdag-er-der-stigninger-i-vente-onsdag

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                                      • P Offline
                                        P Offline
                                        ProinvestorNEWS
                                        wrote on sidst redigeret af
                                        #731

                                        Onsdagens aktier: Novo i bund efter tirsdagens rekord i rødt marked
                                        https://www.proinvestor.com/investornyt/856466/onsdagens-aktier-novo-i-bund-efter-tirsdagens-rekord-i-rodt-marked

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                                        • SolsenS Offline
                                          SolsenS Offline
                                          Solsen
                                          wrote on sidst redigeret af
                                          #732

                                          0,75% fra fed i dag.

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                                          0

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