Genmab — Juli 2024

[E_L]

Roche YTD June 2024 Lunsumio CHF37mn Columvi CHF 67mn (Q1 '24 Lunsumio CHF16mn Columvi CHF 25mn) https://assets.roche.com/f/176343/x/ca635dfd8b/240725_ir_hy.pdf https://assets.roche.com/f/176343/x/26b92ed3d9/irp240725-a.pdf

[E_L]

we'll see AbbVie with epco this afternoon...

[E_L]

also, Ocrevus 3,359mn YTD, not growing much atm, but that may change again with SC dosing https://x.com/Biotech2050/status/1816360745887752508/photo/2

[E_L]

Sanofi Sarclisa Q2 '24 €121mn (vs Q1 '24 €106mn). So that is $15mn growth vs $186mn for Darzalex from Q1 to Q2.

[E_L]

Epkinly Quarter Ended June 30, 2024
US

14
Intl

22
Total

36

[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