Genmab — Juli 2024

[E_L]

Q1 2024 was 12 15 27

[E_L]

assuming this is still ~50% of total sales, total Q2 24 would come to ~72mn

[ProinvestorNEWS]

Kort video: Sommerpanik på aktiemarkederne https://proinvestor.com/boards/121481

[exitnu]

NBI spurter vist op ad

[ProinvestorNEWS]

Genmabs kræfthåb viser fortsat solide vækstrater https://proinvestor.com/investornyt/1190236/genmabs-kraefthab-viser-fortsat-solide-vaekstrater

[Pensionisten]

ADS i usa stiger med 1% - svarende til den danske notering..

[ProinvestorNEWS]

Torsdagens aktier: Genmab skilte sig positivt ud i presset C25 https://proinvestor.com/investornyt/1190286/torsdagens-aktier-genmab-skilte-sig-positivt-ud-i-presset-c25

[bikube]

E L gav os nyheden kl. 13,45, men der gik 1-2 timer, før markedet var med.

[JKY_VH]

respekt:-)

[Raun]

@Pensionisten med 1% stigning i US. så får jeg kursen til 1930dkr

[Solsen]

Epkinly $17/27/63 mln i hhv Q4/Q1/Q2 jf https://proinvestor.com/investornyt/1190236/genmabs-kraefthab-viser-fortsat-solide-vaekstrater - det tegner godt

[E_L]

either I am dyslexic or thiose journalists are.. i thought it was 36mn, not 63?

[E_L]

and i don't think they realise that this is the abbvie part, so total sales are approx double

[Solsen]

Iam not sure how they account the revenue. Genmab take 50% in US and Japan all other goes til Abbvie is my belive. But absolutely not sure.

[Solsen]

De $63 mln kan være 6 mdr jf Abbvies regnskab så tallene kan være $17/23/36 for de sidste 3 kvartaler. Genmab omtaler at de indregner US og Japan (record) og modtager 22-26% royalty for rw. Men der er noget der ikke passer her

[E_L]

That is corect. it was easy up to now; it was 50/50 as sales were practically all US. But with more sales in Europe it will not end up being AbbVie sales *2 anymore at some point

[Solsen]

Genmab says in annual report 2023 that they recorded $61 mln revenue of Epkinley.

[Solsen]

https://investors.abbvie.com/static-files/81a1993c-c366-44dc-89d7-106c21327573 p43. Abbvie in 2023: collaboration revenue $28 mln and International $3 mln.

[Solsen]

Revenue outside US and Japan in 2023: $3 mln. Revenue US and Japan $61 mln. Total 2023 for Epkinly: $64 mln (perhaps)

[Solsen]

https://investors.abbvie.com/static-files/c9936258-3a4c-48f0-968b-6d533ead6dee p7. If we take 3 month “revenue” data 14+22=36 then I belive real Epkinly revenue could be 31+32=63 (US+RW=Total) and the souce could right. My estimate is 45% of US revenue as collaboration revenu and Japan 8 mln out of the 22 mln recorded by Abbvie. If its true Genmab should record $38-40 mln in Q2 as Epkinly revenue. But hope we somewhere will get the revenue figures more easy