Genmab — Januar 2023
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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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exactly Sukkeralf. the first approval in the later lines will be for a small indication. this has been clear all the time. whether the will make $50mm or $100mm in sales in the first year will be irrelevant compared to sales in later years... and i certainly don't see how that translates into a dkk200+ PT cut lol
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