Genmab — Februar 2024
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Godmorgen
@w, der er jo stille periode nu 14 dage før regnskabet så begrænset hvad svar man kan forvente. Men enig i Biotech er high risk i.f.t at investere i ETFer, index m.m. Men hvis alt går godt kan Genmab da sikkert slå SP500 index på den lange bane. Det har Genmab jo faktisk gjort hvis vi ser bort fra de sidste 2 år hvor den tabte voldgift og de høje renter vel er skyld i tab på ca. 1000 kurs point. -
The Average Profit Margin of Pharmaceuticals | Bizfluent
The pharmaceutical industry has some of the highest profit margins in the world, up to 45 percent for some of the largest companies in big pharma.
Bizfluent (bizfluent.com)
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Epcoritamab on the EMA PRAC agenda, Scope: Extension of indication to include treatment of adult patients with relapsed or
refractory (R/R) follicular lymphoma (FL) after two or more lines https://www.ema.europa.eu/en/documents/agenda/agenda-prac-meeting-5-8-february-2024_en.pdf -
BOFA sees a peak sales for Kesimpta of $5.7bn vs cons $5.1bn https://twitter.com/semodough/status/1754694000307494971
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I'm looking for a more direct connection between development cost and clinical effect - till now a lot of money has been thrown at early stage programs with no visible effect. This has forced analysts to consider development initiatives as pure loss-giving activities - maybe this is why Genmab is considered a cost sinkhole by the market...?
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what do you expect from them then, concretely? because the only way i can imagine them proving this to you is to grind through these early stage programs into maturity and hopefully approval. i don't know how else they can do this? isn't that what biotech is all about?
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