Genmab — Januar 2023
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Lige p.t ligner det, at vi er tæt på en bundvending. Genmab er klart oversolgt og PE værdi ikke specielt høj. De burde ende 2022 tæt på 14 mia i revenue og tænker de vil guide 12 mia for 2023. Så hvis vi siger de 14 mia svare til kurs 3300 så skal 12 mia vel ikke ligge mere end 15% under de 3300. Men som altid svært af forudse hvad der sker på den helt korte bane.
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Godmorgen
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Johnson & Johnson (JNJ) Q4 2022 Earnings Call Transcript https://www.fool.com/earnings/call-transcripts/2023/01/24/johnson-johnson-jnj-q4-2022-earnings-call-transcri/
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"our multiple myeloma portfolio, Terence, is the most important driver of growth for our pharmaceutical group moving forward. It's about Darzalex's continued progression in first line; Carvykti, our best-in-class BCMA cell therapy; the recently approved Tecvayli, our BCMA-CD3 bispecific. And also we are excited about the filing of talquetamab, our
GPRC5D/CD3 bispecific." -
"If I think about the main disconnect between our forecast and the Street forecast, it's our multiple myeloma portfolio. As I commented earlier, we see our multiple myeloma portfolio helping, treating to cure rather than cannibalizing each other. And as a matter of fact, you know, some of the studies that we have now in play showed that ambition of combining our therapies.
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-- Tecvayli and talquetamab, our two bispecific antibodies are being a study in combination with one another. And Tecvayli or talquetamab are also being in a study in combination Darzalex. So, I see that as the major source of disconnect with the Street."
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" we we see very strong demand for Carvykti and also for Tecvayli. There is a significant need for new therapies in this relapsed/refractory patient population. So, the demand for the products, the physicians and patient adoption has been really strong. So, that is really encouraging and portends there are many medical need for these type of patients.-
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- With Carvykti, we continue to scale our production capacity and expand our network of providers. And we are doing that in a phased approach. With Tecvayli, we are off to successful start. And the early indications for this -- of the self option are very, very positive too, connected with the high unmet medical need that we see there."
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"Also, the filing of talquetamab, which will give us another line of therapy, because some of the studies of talquetamab are those in patients who have failed BCMA, either cell therapy or bispecifics. And the continuous data, that will continue to provide, to guide how to use this incredible portfolio in multiple myeloma."
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Rybrevant "
we have the potential for an interim analysis of the Mariposa study, which is the study of Rybrevant plus lazertinib in front-line non-small cell lung cancer with EGFR mutations in this study versus Tagrisso. And this is an important study for us. And also, we have the potential clinical data from the Papillon study, which is in front-line non-small cell lung cancer in combination with chemotherapy. So, those are important ones in non-small cell lung cancer."
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