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  3. Genmab
  4. Genmab — November 2023

Genmab — November 2023

Planlagt Fastgjort Låst Flyttet Genmab
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  • 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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      • 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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          • 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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            • 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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                • StockBullS Offline
                  StockBullS Offline
                  StockBull
                  wrote on sidst redigeret af
                  #36

                  Tror jeg plotter 450 mil kr ind for 2024

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                  • 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
                      • B Offline
                        B Offline
                        bibob
                        wrote on sidst redigeret af
                        #39

                        God morgen. 🙂

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                        0
                        • S Offline
                          S Offline
                          Stroka
                          wrote on sidst redigeret af
                          #40

                          God morgen 🙂

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                          0
                          • StockBullS Offline
                            StockBullS Offline
                            StockBull
                            wrote on sidst redigeret af
                            #41

                            En anden ting markedet / analytikerne nok overser/glemmer er at Genmab stadig pumper penge i tivdaq men som salget stiger og udgifter til kliniske studier falder vil profit margen stige fra år til år fremadrettet. Anatytikerne ser alt for negativt på her og nu omkostninger som jo er investering i fremtiden.

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                            • StockBullS Offline
                              StockBullS Offline
                              StockBull
                              wrote on sidst redigeret af
                              #42

                              f.eks var omkostninger til tivdaq i 2021 meget højere og salg kun 20 mil kr og alligevel en højere kurs og det jo det samme billed for resten af pipelinen som nu er længere fremme og dermed tættere på mere indtjening og lavere omkostninger

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                              • troldmandenT Offline
                                troldmandenT Offline
                                troldmanden
                                wrote on sidst redigeret af
                                #43

                                Novo har startet et fase 1 studie op med et antistof rettet mod cancer. Ehh okay. Har de en ny aftale med Genmab eller hvor kommer det antistof fra. Nogen der ved det?

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                                0
                                • troldmandenT Offline
                                  troldmandenT Offline
                                  troldmanden
                                  wrote on sidst redigeret af
                                  #44

                                  Hov ikke cancer. CV

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                                  0
                                  • troldmandenT Offline
                                    troldmandenT Offline
                                    troldmanden
                                    wrote on sidst redigeret af
                                    #45

                                    De har startet et andet fase 1 op med nyt stof mod cancer. In September 2023, Novo Nordisk initiated a phase 1 trial with STAT3, an immuno-oncology target with the goal of
                                    silencing STAT3 in tumor-associated immune cells.
                                    andet cancer

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                                    0
                                    • troldmandenT Offline
                                      troldmandenT Offline
                                      troldmanden
                                      wrote on sidst redigeret af
                                      #46

                                      Det er via deres 2021 opkøb af Dicerna og deres Rnai platform. Så novo er nu med i Rnai feltet

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                                      0
                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #47

                                        Cervical cancer drug raises survival rate by 30% compared to chemotherapy: ‘Game-changer’
                                        TIVDAK's bombshell results in phase 3 trial change the 'standard of care,' says lead researcher https://www.foxnews.com/health/cervical-cancer-drug-increased-survival-rate-30-percent-chemotherapy-game-changer

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                                        0
                                        • K Offline
                                          K Offline
                                          Klarussen
                                          wrote on sidst redigeret af
                                          #48

                                          Impressive!

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