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  4. Genmab — November 2022

Genmab — November 2022

Planlagt Fastgjort Låst Flyttet Genmab
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  • Legolas23L Offline
    Legolas23L Offline
    Legolas23
    wrote on sidst redigeret af
    #972

    @El I think we nailed the CWH and SHS reverse. Good job ,-)

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    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #973

      it is slightly different GB - Genmab risk/reward favorable into arbitration ruling, says Morgan Stanley -Morgan Stanley analyst Matthew Harrison names Genmab (GMAB) a "Catalyst Driving Idea" while keeping an Underweight rating on the shares with a $34 price target. Genmab and Johnson & Johnson (JNJ) are in a second arbitration over Darzalex Faspro and a ruling is expected in 2023. The analyst reviewed the redacted copy of the license agreement and believes Genmab "may have a valid claim."

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      • E Offline
        E Offline
        E_L
        wrote on sidst redigeret af
        #974

        The license agreement states that the milestone payments and royalties are paid on a licensed product-by-licensed product basis, and for each licensed product, royalty payments shall commence on the date of the first commercial sale of such licensed product and expiring on the later of 13 years thereafter or the expiration of relevant patents, Harrison tells investors in a research note. He says the key issue is whether Genmab is entitled to additional milestone payments and a new 13-year

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        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #975

          royalty term from Darzalex Faspro's first commercial sale date. Harrison views Genmab's risk/reward as favorable into the 2023 ruling.

          Just a moment...

          favicon

          (thefly.com)

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          • G Offline
            G Offline
            GeorgeBest
            wrote on sidst redigeret af
            #976

            Okay, thanks for the clarification EL. Looks quite promissing then. But but but…

            1 Reply Last reply
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            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #977

              the real difficult job is to determine where it will stop @Legolas 😉

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              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #978

                agree lol, but but but 😉 i am not hoping on anything either

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                • Legolas23L Offline
                  Legolas23L Offline
                  Legolas23
                  wrote on sidst redigeret af
                  #979

                  Agree, but anyway...we saw it - he he .-)

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                  • H Offline
                    H Offline
                    Hen
                    wrote on sidst redigeret af
                    #980

                    Genmab (+2,0%, 3233,00) har fået hævet kursmålet til 2650 kr. fra 2490 kr. hos Morningstar. Anbefalingen er trukket i modsat retning og sænket til "sælg" fra "hold".
                    Det fremgik sent mandag af Bloomberg News.

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                    • StockBullS Offline
                      StockBullS Offline
                      StockBull
                      wrote on sidst redigeret af
                      #981

                      34usd er da et nærigt target af MS hvis de samtidig mener Genmab har god mulighed for at vinde voldgiften

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                      • S Offline
                        S Offline
                        Sukkeralf
                        wrote on sidst redigeret af
                        #982

                        Hvis flere af analytikerne er af denne overbevisning, så er det nok grunden til at Genmab har været så stærk på det seneste.

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                        • S Offline
                          S Offline
                          Sukkeralf
                          wrote on sidst redigeret af
                          #983

                          Det ville være så lækkert med 5 års ekstra peaksale fra FastPro - og formentlig ligeså en bedre chance for at Janssen inlicensierer HexaCD38 og driver den frem hvor det giver mening!

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                          • S Offline
                            S Offline
                            Sukkeralf
                            wrote on sidst redigeret af
                            #984

                            Tillige giver det Genmab roen/tiden til at lancerer nye produkter og bliver et fuldt ud integreret pharmaselskab

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                            • StockBullS Offline
                              StockBullS Offline
                              StockBull
                              wrote on sidst redigeret af
                              #985

                              Ja det kunne godt tyde på flere analytikere er begyndt at indregne positivt udfald af voldgiften for det kan ikke være øgede forventninger til 2023 revenue der trækker læsset. P.t indikere konsensus lavere revenue for 2023 end for 2022

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                              • StockBullS Offline
                                StockBullS Offline
                                StockBull
                                wrote on sidst redigeret af
                                #986

                                23xAnalytiker target og revenue forecast 2023 fra tradingview https://nbg1.your-objectstorage.com/proinvestor-dev/forum/boards/108171_Skaermbillede_2022_11_29_150015_trading_view.jpg

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                                • StockBullS Offline
                                  StockBullS Offline
                                  StockBull
                                  wrote on sidst redigeret af
                                  #987

                                  revenue skulle være ESP

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                                  • R Offline
                                    R Offline
                                    Raun
                                    wrote on sidst redigeret af
                                    #988

                                    Link Preview Image
                                    Are Investors Undervaluing Genmab A/S (CPH:GMAB) By 46%?

                                    Today we will run through one way of estimating the intrinsic value of Genmab A/S ( CPH:GMAB ) by taking the expected...

                                    favicon

                                    (simplywall.st)

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                                    • H Offline
                                      H Offline
                                      henrik48
                                      wrote on sidst redigeret af
                                      #989

                                      Tak godt link !!

                                      1 Reply Last reply
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                                      • G Offline
                                        G Offline
                                        GeorgeBest
                                        wrote on sidst redigeret af
                                        #990

                                        November 29, 2022 04:25 PM Eastern Standard Time
                                        DUBLIN--(BUSINESS WIRE)--The Board of Horizon Therapeutics plc (Nasdaq: HZNP) (“Horizon” or the “Company”) confirms that it is engaged in highly preliminary discussions with Amgen Inc., Janssen Global Services, LLC and Sanofi (each a "Possible Offeror") which may or may not lead to an offer being made for the entire share capital of the Company. There can be no certainty that any offer will be made for the Company.

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                                        • P Offline
                                          P Offline
                                          ProinvestorNEWS
                                          wrote on sidst redigeret af
                                          #991

                                          Godmorgen. 🙂

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                                          0

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