Genmab — Februar 2025
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Godmorgen
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Har desværre ikke adgang men overskriften lyder interessant "Her er Genmabs plan mod milliardfald i salget" https://finans.dk/erhverv/ECE17900249/her-er-genmabs-plan-mod-milliardfald-i-salget/?utm_campaign=FINANS Briefing&utm_content=2025-02-13&utm_medium=email&utm_source=finans
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Genmab/Sydbank: Stærk prognose og flot bundlinje men option spøger stadig https://proinvestor.com/investornyt/1277752/genmab-sydbank-staerk-prognose-og-flot-bundlinje-men-option-spoger-stadig
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Genmabs topchef om vigtig partnerafgørelse: Langsigtede investorer sidder på deres hænder https://proinvestor.com/investornyt/1277751/genmabs-topchef-om-vigtig-partnerafgorelse-langsigtede-investorer-sidder-pa-deres-haender
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Genmab planlægger tilbagekøb af omkring 1,9 mio. egne aktier https://proinvestor.com/investornyt/1277750/genmab-planlaegger-tilbagekob-af-omkring-19-mio-egne-aktier
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OVERBLIK: Disse selskaber er shortet på det danske aktiemarked https://proinvestor.com/investornyt/1277754/overblik-disse-selskaber-er-shortet-pa-det-danske-aktiemarked
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Ifølge DB skulle det jo være godt for europæiske aktier https://danskebank.dk/privat/news/investeringsnyt/forside---investeringsnyt/2025/fred-i-ukraine-kan-genantaende-europaeiske-aktier?sc_cid=em|em|em-art-mar-InvesteringsnytW06b-em-2502|2
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Novod løfter kursmålet til 2178, men fortsat hold "Genmab reported solid Q4 revenue of DKK 6,441m, up 38% y/y and 1% ahead of company-compiled consensus and our estimate. Q4 EBIT came in at DKK 2,160m, up 29% y/y and 7% ahead of consensus. For 2025, the company guides for revenue of DKK 24.05-26.35bn (midpoint: DKK 25.2bn) and EBIT of DKK 6.44-9.83bn (midpoint: DKK 8.14bn). Thus, we raise our 2025 top-line estimate by 2% and our EBIT estimate by 18%. We expect consensus estimate revisions of
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~1-2% on the top line as well and 10-15% on EBIT. We finally see estimate revisions going in the right direction, but we stay on the sidelines, as we are still awaiting a high-risk decision from JnJ on Hexabody-CD38, which is still expected in Q1 2025. We maintain our Hold rating, with a higher DCF-derived fair value of DKK 2,178 (2,056)."
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