Genmab — Juli 2022

[E_L]

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."

[deleted-user]

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

[E_L]

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

[deleted-user]

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

[E_L]

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

[deleted-user]

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.

[E_L]

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

[ProinvestorNEWS]

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

[Sukkeralf]

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

[Helge_LarsenPI-redaktør]

Godmorgen.

[ProinvestorNEWS]

Godmorgen.

[Stroka]

God morgen.

[ProinvestorNEWS]

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

[Solsen]

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

[Helge_LarsenPI-redaktør]

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

[Sukkeralf]

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.

[Helge_LarsenPI-redaktør]

Det lyder plausibelt.

[ProinvestorNEWS]

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

[ProinvestorNEWS]

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

[Solsen]

0,75% fra fed i dag.