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  4. Genmab — November 2023

Genmab — November 2023

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • E Offline
    E Offline
    E_L
    wrote on sidst redigeret af
    #13

    Maybe he made a mistake indeed and mixed it up with Enfortumab Vedotin which had very good bladder data at ESMO

    1 Reply Last reply
    0
    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #14

      Jyske still positive https://www.jyskebank.dk/wps/wcm/connect/jfo/2fa1f4e9-90e5-41c0-8af6-d8fd177bdf65/Danske+Aktier+Oktober+2023+færdig.pdf?MOD=AJPERES&CACHEID=ROOTWORKSPACE.Z18_P20418S0N05640Q0MBPDFT1PE7-2fa1f4e9-90e5-41c0-8af6-d8fd177bdf65-oK5iULz

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      0
      • troldmandenT Offline
        troldmandenT Offline
        troldmanden
        wrote on sidst redigeret af
        #15

        Ja. Og jyske har PE 30 på 2023 forventning. De har PE 38 for novo 2023 forventninger. Novo kommer de dog til at justere op

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        0
        • K Offline
          K Offline
          Klarussen
          wrote on sidst redigeret af
          #16

          @thanks for the update E L on Jyske Banks recommendations 🙂

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          0
          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #17

            TIVDAK Q3 '23
            $23mn , $64mn YTD 'TIVDAK growth reflects continued uptake in its current indication.' https://www.businesswire.com/news/home/20231101283813/en/Seagen-Third-Quarter-2023-Financial-Results-Reflect-Strong-Product-Sales-Growth-and-Significant-Portfolio-and-Pipeline-Progress

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            0
            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #18

              so we should end up ~$90mn for the year, not bad for the current
              indication.

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              0
              • L Offline
                L Offline
                lahn1
                wrote on sidst redigeret af
                #19

                Hvad er Gmabs royalty på TV?

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                0
                • B Offline
                  B Offline
                  bikube
                  wrote on sidst redigeret af
                  #20

                  Er det fordi renten i USA vender ned, at kursen nu endelig vender op?

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                  0
                  • StockBullS Offline
                    StockBullS Offline
                    StockBull
                    wrote on sidst redigeret af
                    #21

                    50%

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                    • StockBullS Offline
                      StockBullS Offline
                      StockBull
                      wrote on sidst redigeret af
                      #22

                      Genmab omsatte for 332 mil usd i 2022

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                      0
                      • StockBullS Offline
                        StockBullS Offline
                        StockBull
                        wrote on sidst redigeret af
                        #23

                        332 mil kr

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                        0
                        • troldmandenT Offline
                          troldmandenT Offline
                          troldmanden
                          wrote on sidst redigeret af
                          #24

                          Genmab får ikke royalties af TV. De bogføre 50% af oms, men står så tilsvarende for udgifter til supply chain, salg og marketing og fortsættende kliniske studier. Så der er nok lidt vej endnu inden break even

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                          • StockBullS Offline
                            StockBullS Offline
                            StockBull
                            wrote on sidst redigeret af
                            #25

                            Ja hvis der kun er solgt for 64m usd for første 9 mdr når de nok ikke 332 mil kr for 2023 så tilbagegng i.f.t 2022

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                            0
                            • StockBullS Offline
                              StockBullS Offline
                              StockBull
                              wrote on sidst redigeret af
                              #26

                              Men usd var også ret høj i 2022 så nok derfor de 332 mil

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                              0
                              • StockBullS Offline
                                StockBullS Offline
                                StockBull
                                wrote on sidst redigeret af
                                #27

                                Eller er de 64 m usd til hver. Total 128 mil

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                                0
                                • L Offline
                                  L Offline
                                  lahn1
                                  wrote on sidst redigeret af
                                  #28

                                  Tak, det rigtigt 🙂 Seagen rapporterede 16$ M sidste pr samme Q , såå det er vel kun deres 50%, man rapporterer vel også kun de revenues man kan bogføre ift egne omkostninger?

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                                  0
                                  • BulderB Offline
                                    BulderB Offline
                                    Bulder
                                    wrote on sidst redigeret af
                                    #29

                                    Tivdak solgte i 2022 for 63 mio $. Så alene de 3 første kvt af 2023 er mere end 2022.

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                                    0
                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #30

                                      Tisotumab Vedotin for Metastatic Cervical Cancer: Results From ESMO 2023 With Brian Slomovitz, MD https://oncdata.com/news/tisotumab-vedotin-for-metastatic-cervical-cancer-results-from-esmo-2023-with-brian-slomovitz-md-1 -nice, easy to read explanation

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                                      0
                                      • B Offline
                                        B Offline
                                        bikube
                                        wrote on sidst redigeret af
                                        #31

                                        Thanks E L. You are right, easy to read and understand.

                                        1 Reply Last reply
                                        0
                                        • StockBullS Offline
                                          StockBullS Offline
                                          StockBull
                                          wrote on sidst redigeret af
                                          #32

                                          Ja lahn1 de 63 mio må være Seagens 50% så med lidt held når de vel samlet 180 mio usd d.v.s 90 mio hver så ca. 615 mio kr til Genmab vs. 332 mil kr i 2022. Det må være ok.

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