Genmab — Maj 2024
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ADS lukkede i omregnet kurs 1926.
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AMGEN earnings Q1 '24- TEPEZZA
(teprotumumab-trbw) generated $424 million of sales in the first quarter. -that is as expected; they guided 'expect mid single growth % over Q1 23
' and this is ~5% https://www.amgen.com/newsroom/press-releases/2024/05/amgen-reports-first-quarter-2024-financial-results
https://investors.amgen.com/static-files/c94912ba-7169-4c84-98b6-23a286b2f72d -
Så er vi forhåbentlig færdige med at krydse kurs 2000
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Fra Nordeas morgenkommentar: Genmab (hold) - Toplinjen i Q1 (4,143 mio. kr.) kom ud 7% bedre end konsensus, og EBIT (801 mio. kr.) kom ud ~4% under konsensus. Costs 4% over konsensus. Darzalex in-market salget kom ud 2% over konsensus. Epkinly-salget (DLBCL) var lyspunktet i Q1 rapporten med et salg på 54 mio. USD, som var 38% over konsensus. Fastholder guidance. Ingen pipeline nyheder. GEN1046 data bliver præsenteret på en poster session på ASCO (1/6) - det vidste vi allerede. Non-event.
ja spændende hvorledes markedet reagerer på et udmærket regnskab ikke altid det er rationelt med kursudviklingen
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