Skip to content
  • Kategorier
  • Seneste
  • Etiketter
  • Populære
  • Verden
  • Bruger
  • Grupper
Temaer
  • Light
  • Brite
  • Cerulean
  • Cosmo
  • Flatly
  • Journal
  • Litera
  • Lumen
  • Lux
  • Materia
  • Minty
  • Morph
  • Pulse
  • Sandstone
  • Simplex
  • Sketchy
  • Spacelab
  • United
  • Yeti
  • Zephyr
  • Dark
  • Cyborg
  • Darkly
  • Quartz
  • Slate
  • Solar
  • Superhero
  • Vapor

  • Default (No Skin)
  • No Skin
Kollaps
  1. Debatforum
  2. Kategorier
  3. Genmab
  4. Genmab — Februar 2023

Genmab — Februar 2023

Planlagt Fastgjort Låst Flyttet Genmab
713 Indlæg 1 Posters 0 Visninger
  • Ældste til nyeste
  • Nyeste til ældste
  • Most Votes
Svar
  • Svar som emne
Login for at svare
Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • E Offline
    E Offline
    E_L
    wrote on sidst redigeret af
    #73

    it's a shame, makes it even harder to judge Dara. Would like to know if Januari was good; JNJ mentioned something about austerity being an issue for some of their pharma sales; i wonder if some buyers delayed inventory buying in december to 2023 so that the costs didn't show up in 2022

    1 Reply Last reply
    0
    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #74

      another issue could have been the price hike in september; this could have led to buyers buying before the hike for Q4 to reduce cost, thereby inflating the Q3 number which may have led to Genmab raising the forecast

      1 Reply Last reply
      0
      • E Offline
        E Offline
        E_L
        wrote on sidst redigeret af
        #75

        but we'll probably never find out 😉

        1 Reply Last reply
        0
        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #76

          meanwhile 10yr bund yields dropping over 20 basis points, but we don't seem to benefit from that anymore...

          1 Reply Last reply
          0
          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #77

            Teprotumumab
            improves dry eye symptoms https://onlinelibrary.wiley.com/doi/10.1111/ceo.14208

            1 Reply Last reply
            0
            • SolsenS Offline
              SolsenS Offline
              Solsen
              wrote on sidst redigeret af
              #78

              Perhaps 2540 dkk could be the floor according to Thenote

              1 Reply Last reply
              0
              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #79

                2595
                is 50% back from the 1863 - 3327 rally

                1 Reply Last reply
                0
                • SolsenS Offline
                  SolsenS Offline
                  Solsen
                  wrote on sidst redigeret af
                  #80

                  Could be right.

                  1 Reply Last reply
                  0
                  • P Offline
                    P Offline
                    ProinvestorNEWS
                    wrote on sidst redigeret af
                    #81

                    Pharma og biotek - opdatering - Helge Larsen gennemgår det sidste nye om virksomhederne inden for pharma og biotek ud fra den kvalificerede debat og chat på proinvestor. https://www.proinvestor.com/boards/110036/

                    1 Reply Last reply
                    0
                    • P Offline
                      P Offline
                      ProinvestorNEWS
                      wrote on sidst redigeret af
                      #82

                      (Novo Nordisk ' Bavarian Nordic ' Zealand Pharma)

                      1 Reply Last reply
                      0
                      • P Offline
                        P Offline
                        Pensionisten
                        wrote on sidst redigeret af
                        #83

                        Ser lige i Stiften, at Genmab er på en 8. plads over de selskaber, der har betalt mest i selskabsskat i 2022. 968 mio. blev det til. Listen toppes af Novo Holdings med 8,3 mia. Kr.

                        1 Reply Last reply
                        0
                        • SolsenS Offline
                          SolsenS Offline
                          Solsen
                          wrote on sidst redigeret af
                          #84

                          Dejligt at have sådanne selskaber i Danmark. Maersk har en uforståelig skattemæssig særstilling i DK.

                          1 Reply Last reply
                          0
                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #85

                            Cantor Fitzgerald is previewing its thoughts on a potential interim analysis for Johnson & Johnson's
                            Phase 3 MARIPOSA study of Rybrevant (amivantamab) + lazertinib in first-line epidermal growth factor receptor (EGFR) mutation (Ex19del or L858R) positive nonsmall cell lung cancer (NSCLC).
                            Cantor says it is an important study for the company, and positive data here could help close the disconnect between what JNJ has said about Rybrevant + lazertinib's opportunity in

                            1 Reply Last reply
                            0
                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #86

                              in NSCLC ($5B+ peak sales potential) versus where consensus numbers are at $734 million in 2028E sales for Rybrevants. https://www.benzinga.com/analyst-ratings/analyst-color/23/02/30693552/johnson-johnsons-upcoming-lung-cancer-data-could-offer-another-blockbuster-opportun

                              1 Reply Last reply
                              0
                              • P Offline
                                P Offline
                                Pensionisten
                                wrote on sidst redigeret af
                                #87

                                Troværdighed er en særdeles betydende faktor, når kursen skal fastsættes. Fantastisk at se DSV stige 8,6% på dagen, hvor de skærer EBIT 2023 32,5% ned fra realiseret 2022. Jeg har det lidt på samme måde med Genmab. De skriver ikke ofte omkring nyheder - men når noget kommer, er det sædvanligvis noget, vi kan stole på. Så tavshed kan stadig være guld.

                                1 Reply Last reply
                                0
                                • BulderB Offline
                                  BulderB Offline
                                  Bulder
                                  wrote on sidst redigeret af
                                  #88

                                  It ain’t over yet. Novo og genmab falder markeret i dag. Merck falder 3,3% efter at have afleveret et godt regnskab og en god prognose. Der søges Mao væk fra farma og over i cyklisk. Spm er hvor længe endnu.

                                  1 Reply Last reply
                                  0
                                  • StockBullS Offline
                                    StockBullS Offline
                                    StockBull
                                    wrote on sidst redigeret af
                                    #89

                                    Ja p.t handles Genmab til en PE-forward på 25 og på det niveau må de være en lækkerbidsken for big pharma

                                    1 Reply Last reply
                                    0
                                    • T Offline
                                      T Offline
                                      transalp
                                      wrote on sidst redigeret af
                                      #90

                                      Go morgen.. 🙂

                                      1 Reply Last reply
                                      0
                                      • P Offline
                                        P Offline
                                        ProinvestorNEWS
                                        wrote on sidst redigeret af
                                        #91

                                        Is A Rise Imminent For Johnson & Johnson Stock After An 8% Fall In A Month? https://www.proinvestor.com/investornyt/935796/is-a-rise-imminent-for-johnson-amp-johnson-stock-after-an-8-fall-in-a-month

                                        1 Reply Last reply
                                        0
                                        • S Offline
                                          S Offline
                                          Sukkeralf
                                          wrote on sidst redigeret af
                                          #92

                                          Daratumumab biosimilar

                                          1 Reply Last reply
                                          0

                                          Hello! It looks like you're interested in this conversation, but you don't have an account yet.

                                          Getting fed up of having to scroll through the same posts each visit? When you register for an account, you'll always come back to exactly where you were before, and choose to be notified of new replies (either via email, or push notification). You'll also be able to save bookmarks and upvote posts to show your appreciation to other community members.

                                          With your input, this post could be even better 💗

                                          Tilmeld Log ind
                                          Svar
                                          • Svar som emne
                                          Login for at svare
                                          • Ældste til nyeste
                                          • Nyeste til ældste
                                          • Most Votes


                                          • Log ind

                                          • Har du ikke en konto? Tilmeld

                                          • Login or register to search.
                                          Powered by NodeBB Contributors
                                          • First post
                                            Last post
                                          0
                                          • Kategorier
                                          • Seneste
                                          • Etiketter
                                          • Populære
                                          • Verden
                                          • Bruger
                                          • Grupper