Genmab — Juli 2024
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Det er udelukket, at vi skal teste nogen bund igen. Hvis ellers man nogensinde kan udelukke hændelser. Men såvel TA som FA og ikke mindst det hele markedsbillede omkring Genmab, alder på hidtidige skuffelser, og der forhold at næsten intet kan skuffe længere, gør at vi lige nu er i første gear på en lang stigning. Overvægt af positive muligheder. Kort sagt “you ain’t seen nothing yet”
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Nu får vi jo indenfor de kommende par uger regnskaber for såvel Genmab som Novo.F.s.v. angår Novo, kan jeg godt fornemme, at der er nogle positive triggere - men det kniber meget for mig at se det samme ved Genmab. Kan I se det anderledes?
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i think the main focus will be on the integration of Profound Bio and the effect of that on earnings/costs. We'll also see how much they really paid when we see the cash on the balance sheet, which willl now include Profound cash. They had just closed a $112mn funding round, not sure if they had any debt
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https://finance.yahoo.com/news/j-j-forecast-dominate-bite-075217611.html Genmab i godt selskab
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Jnj sagde her i foråret at de så estimaterne for Tecvayli 25% højere end Wall Street generelt. Og at de så det dobbelte af WS for Talvey. Jnj estimerede begge til 5 mia foreløbig. Kan bl.a ses her https://www.fiercepharma.com/pharma/jpm24-johnson-johnson-ceo-says-tecvayli-talvey-and-several-other-meds-can-vastly-outperform
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