Genmab — Januar 2023
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https://investor.seagen.com/events-and-presentations/default.aspx
Seagen JPM presentation -
Norsk finanshus sænker Genmab til "sælg" https://www.proinvestor.com/investornyt/925657/norsk-finanshus-saenker-genmab-til-saelg
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DARA in refractory autoimmune conditions https://twitter.com/nikolasruffer/status/1612940755194073089
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https://investors.abbvie.com/static-files/4d7aae8a-65ca-45f9-bc0f-a169b5a7dc9d
AbbVie JPM presentation -
DNB: We expect focus in 2023 to be on epcoritamab’s approval,
launch and initial uptake, but believe consensus is
overestimating the latter while underestimating costs. In
other words, in our view, we are not looking at a Darzalexlike launch curve. We see a risk of the 2023 guidance
disappointing consensus -
DNB: we have cut our target price
DKK2,750 (2,982) and downgraded to SELL (HOLD) -
Den får da godt noget af en lussing. Spændende hvad deres guiding for 2023
siger 22 feb. -
Analytikeren hos DNB ved sikkert mere end CEO hos Genmab
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