Genmab — Oktober 2023

[E_L]

from Q@ '23 - "Following the approval of EPKINLY on May 19, 2023, Genmab recognized net product sales of DKK 39
million through June 30, 2023"
if i round that to ~$5mn , so YTD 9months ~$33mn

[ProinvestorNEWS]

AbbVie Raises 2023 Adj. EPS Guidance; Announces 2024 Dividend Increase https://www.proinvestor.com/investornyt/1070014/abbvie-raises-2023-adj-eps-guidance-announces-2024-dividend-increase

[Raffles]

@EL 14:13, that calculation seems fair. However, in AbbVie’s Q3 report they state Epkinly revenue as 14m for both Q3 and 9 months. Not sure where the revenue for Q2 ended up though!!

[E_L]

i saw it Raffles, it is a bit confusing isn't it...

[Raffles]

Yes EL, it is indeed! By the way, thanks for the fine input always coming from you. Highly appreciated.

[E_L]

glad to hear someone is actually reading it lol
, some days i have my doubts

[gdn55]

Hej EL. Stor tak også herfra, læser altid dine
indlæg

[Bulder]

No reason for that. Often the material is so difficult, that I have to read it twice.

[E_L]

[Bulder]

Abbvie Down more than 5% in the opening

[Bulder]

I think all us healthcare is red.

[Gasolin82]

Keep them coming EL:-) Highly appreciated.

[Solsen]

XBI tilbage på 2016-17 niveau. Mon ikke vi nærmer os en bund. Tror ikke renten spøger. Toppen er sat i europa. Nu skal mellemøsten forhåbentlig falde til ro over de næste uger. God weekend.

[Klarussen]

@E L: not always commenting because I do not have that much insigt, but yes, I read your inputs with great joy, please keep `em coming, thanks for being on top with Genmab and partners smaller and bigger progresses

[JKY_VH]

Tro på det Darwin 14:08. I en retsstat bør retfærdigheden altid have en chance og god weekend til alle;-)

[Bulder]

Vi skal jo lige holde os for øje, hvad der egentlig skete. Genmab led 2 nederlag. Den første voldgift tabte de. Den anden voldgift, som blev rejst af genmab selv, tabte de i den forstand, at sagen blev afvist. Der blev ikke taget stilling til sagens indhold. Hvis den nye dommer i appelsagen vælger at bedømme sagen, og ikke bare afvise den, kan man ikke udelukke, at han vil give genmab medhold.

[JKY_VH]

Præcis Bulder.

[Rene]

Er afgørelsen så endegyldig eller ?

[Klarussen]

Yep, kan ikke genoptages af nogen af parterne

[Bulder]

Hvis den anden voldgift var blevet bedømt og ikke bare afvist, så tror jeg ikke, at Genmab ville have appelleret. Men de ser en chance i afvisningen. De ville aldrig have appelleret, hvis de mente sig chanceløse.