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  4. Genmab — November 2022

Genmab — November 2022

Planlagt Fastgjort Låst Flyttet Genmab
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  • E Offline
    E Offline
    E_L
    wrote on sidst redigeret af
    #974

    The license agreement states that the milestone payments and royalties are paid on a licensed product-by-licensed product basis, and for each licensed product, royalty payments shall commence on the date of the first commercial sale of such licensed product and expiring on the later of 13 years thereafter or the expiration of relevant patents, Harrison tells investors in a research note. He says the key issue is whether Genmab is entitled to additional milestone payments and a new 13-year

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    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #975

      royalty term from Darzalex Faspro's first commercial sale date. Harrison views Genmab's risk/reward as favorable into the 2023 ruling.

      https://thefly.com/news.php?symbol=GMAB,JNJ

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      • G Offline
        G Offline
        GeorgeBest
        wrote on sidst redigeret af
        #976

        Okay, thanks for the clarification EL. Looks quite promissing then. But but but…

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        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #977

          the real difficult job is to determine where it will stop @Legolas 😉

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          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #978

            agree lol, but but but 😉 i am not hoping on anything either

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            • Legolas23L Offline
              Legolas23L Offline
              Legolas23
              wrote on sidst redigeret af
              #979

              Agree, but anyway...we saw it - he he .-)

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              • H Offline
                H Offline
                Hen
                wrote on sidst redigeret af
                #980

                Genmab (+2,0%, 3233,00) har fået hævet kursmålet til 2650 kr. fra 2490 kr. hos Morningstar. Anbefalingen er trukket i modsat retning og sænket til "sælg" fra "hold".
                Det fremgik sent mandag af Bloomberg News.

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                • StockBullS Offline
                  StockBullS Offline
                  StockBull
                  wrote on sidst redigeret af
                  #981

                  34usd er da et nærigt target af MS hvis de samtidig mener Genmab har god mulighed for at vinde voldgiften

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                  • S Offline
                    S Offline
                    Sukkeralf
                    wrote on sidst redigeret af
                    #982

                    Hvis flere af analytikerne er af denne overbevisning, så er det nok grunden til at Genmab har været så stærk på det seneste.

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                    • S Offline
                      S Offline
                      Sukkeralf
                      wrote on sidst redigeret af
                      #983

                      Det ville være så lækkert med 5 års ekstra peaksale fra FastPro - og formentlig ligeså en bedre chance for at Janssen inlicensierer HexaCD38 og driver den frem hvor det giver mening!

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                      • S Offline
                        S Offline
                        Sukkeralf
                        wrote on sidst redigeret af
                        #984

                        Tillige giver det Genmab roen/tiden til at lancerer nye produkter og bliver et fuldt ud integreret pharmaselskab

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                        • StockBullS Offline
                          StockBullS Offline
                          StockBull
                          wrote on sidst redigeret af
                          #985

                          Ja det kunne godt tyde på flere analytikere er begyndt at indregne positivt udfald af voldgiften for det kan ikke være øgede forventninger til 2023 revenue der trækker læsset. P.t indikere konsensus lavere revenue for 2023 end for 2022

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                          • StockBullS Offline
                            StockBullS Offline
                            StockBull
                            wrote on sidst redigeret af
                            #986

                            23xAnalytiker target og revenue forecast 2023 fra tradingview https://nbg1.your-objectstorage.com/proinvestor-dev/forum/boards/108171_Skaermbillede_2022_11_29_150015_trading_view.jpg

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                            • StockBullS Offline
                              StockBullS Offline
                              StockBull
                              wrote on sidst redigeret af
                              #987

                              revenue skulle være ESP

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                              • R Offline
                                R Offline
                                Raun
                                wrote on sidst redigeret af
                                #988

                                https://simplywall.st/stocks/dk/pharmaceuticals-biotech/cph-gmab/genmab-shares/news/are-investors-undervaluing-genmab-as-cphgmab-by-46

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                                • H Offline
                                  H Offline
                                  henrik48
                                  wrote on sidst redigeret af
                                  #989

                                  Tak godt link !!

                                  1 Reply Last reply
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                                  • G Offline
                                    G Offline
                                    GeorgeBest
                                    wrote on sidst redigeret af
                                    #990

                                    November 29, 2022 04:25 PM Eastern Standard Time
                                    DUBLIN--(BUSINESS WIRE)--The Board of Horizon Therapeutics plc (Nasdaq: HZNP) (“Horizon” or the “Company”) confirms that it is engaged in highly preliminary discussions with Amgen Inc., Janssen Global Services, LLC and Sanofi (each a "Possible Offeror") which may or may not lead to an offer being made for the entire share capital of the Company. There can be no certainty that any offer will be made for the Company.

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                                    • P Offline
                                      P Offline
                                      ProinvestorNEWS
                                      wrote on sidst redigeret af
                                      #991

                                      Godmorgen. 🙂

                                      1 Reply Last reply
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                                      • Helge_LarsenPI-redaktørH Offline
                                        Helge_LarsenPI-redaktørH Offline
                                        Helge_LarsenPI-redaktør
                                        wrote on sidst redigeret af
                                        #992

                                        Godmorgen. 🙂

                                        1 Reply Last reply
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                                        • S Offline
                                          S Offline
                                          Stroka
                                          wrote on sidst redigeret af
                                          #993

                                          God morgen. 🙂

                                          1 Reply Last reply
                                          0

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