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  3. Genmab
  4. Genmab — November 2023

Genmab — November 2023

Planlagt Fastgjort Låst Flyttet Genmab
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  • 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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        0
        • 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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              0
              • 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.

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                            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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                              0
                              • StockBullS Offline
                                StockBullS Offline
                                StockBull
                                wrote on sidst redigeret af
                                #33

                                USD 2022 var i snit 7.07 og for 2023 er snit p.t 6.87

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                                0
                                • StockBullS Offline
                                  StockBullS Offline
                                  StockBull
                                  wrote on sidst redigeret af
                                  #34

                                  Collaboration revenue
                                  was DKK 332 million in 2022 compared to
                                  DKK 20 million in 2021. The increase of DKK
                                  312 million was primarily driven by increased
                                  sales of Tivdak and also includes a one-off
                                  payment due from Seagen of DKK 112 million
                                  (approximately USD 15 million) which reflects
                                  Genmab’s share (50%) of payments received by
                                  Seagen in connection with the sublicense of its
                                  rights to develop and commercialize tisotumab
                                  vedotin in China to Zai

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                                  0
                                  • StockBullS Offline
                                    StockBullS Offline
                                    StockBull
                                    wrote on sidst redigeret af
                                    #35

                                    Lader til de 312 mio indeholdt en milestone så salg i 2022 må a været 200 mil kr og i år når de vel 45 mil usd hver så ca. 310 mil kr. Altså 50% forbedring i,f,t, 2022. Virklig godt gået

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                                    0
                                    • StockBullS Offline
                                      StockBullS Offline
                                      StockBull
                                      wrote on sidst redigeret af
                                      #36

                                      Tror jeg plotter 450 mil kr ind for 2024

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                                      0
                                      • StockBullS Offline
                                        StockBullS Offline
                                        StockBull
                                        wrote on sidst redigeret af
                                        #37

                                        Ser salgsguiding på 20 mia kr for 2024 som realistisk vs. 8.5 mia i 2021 så en forbedring på 36% per år i snit . Kursen sluttede i 2630kr i 2021. Giver jo ikke mening men der var rente under 1% så nok derfor den højere værdisætning

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                                        0
                                        • Helge_LarsenPI-redaktørH Offline
                                          Helge_LarsenPI-redaktørH Offline
                                          Helge_LarsenPI-redaktør
                                          wrote on sidst redigeret af
                                          #38

                                          Godmorgen 🙂

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                                          0

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