Genmab — Februar 2025
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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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the announcement of a new Phase 3 trial in 2L+ endometrial cancer by end of year is very promising -in addition to the believe that it will also work in non-small cell lung cancer with patients who have EGFR mutations (with patients currently
enrolling in that cohort) -
Jan on GEN1042 -I can tell you that not only we, but also Biontech is very excited about what we have seen up to now with 1042 -- great potential for combining 1042 with different ADCs -- we'll need a bit more data to get a better feeling for durability, but a high level of excitement.
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So: Effective January 1, 2025, Genmab and Pfizer agreed to amend
the License and Collaboration Agreement and
the Joint Commercialization Agreement for
Tivdak, assigning Genmab sole responsibility
for the development and commercialization of
Tivdak for second line plus recurrent or metastatic
cervical cancer in Europe and all other
regions globally, excluding the United States and the China region. -
Jyske om dagens aktie Genmab "Vi vurderer, at på aktiens nuværende kursniveau får investorer hele pipelinen samt nogle af de allerede lancerede produkter gratis." https://www.jyskebank.dk/finansnyt/morgennyt/7b36b205-0095-4232-9f06-b95718b64493/!ut/p/z1/rVRdc6IwFP0t--BjJgFikL4hdq3id3UleXGApjQtCRYR6_76DTI7S53t2p3KS3Jv7j3nzJ17gAwGkKmwFElYiEyFqY4pI5uZ2cNG5x5N-rOuhebLkf990VsYy6kNf0DahdTdR8PBAa4vVTP9jD74XKT72aUSqinsDymwAdel4Ae4Ulkutf77CnEbiwdI7cgikYnaACGnDbBpmcB5RARETts2OhHB2LHg3SUGH_2NYe2NN_PV7UL37g
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Tæller option exercise fees som milestone/reimburdement revenue? Undrer mig lidt over, at spændet ikke er større, hvis der potentielt er $150 m forskel på et ja eller nej. Men den afgift er måske slet ikke med i guidance?
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(de guider med 140-185 m)
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