Genmab — Marts 2023

[Pensionisten]

Mon ikke gaveboden i Genmab er ved at lukke for denne omgang, så vi kan blive fri for de daglige meldinger om increase m.m.

[Pensionisten]

Man kunne ønske, at det vil give et lille puf på kursen

[Bulder]

Markedet har udviklet sig sådan, at Vestas øger sin andel i indekset, og Genmab mister noget. Passive investeringsfonde, der følger indekset, er lige nu tvunget til at sælge Genmab og købe Vestas, siger Lars Hytting. - Iflg Marketwire

[E_L]

Horizon Therapeutics plc Reports Fourth-Quarter and Full-Year 2022 Financial Results - -- Record TEPEZZA Net Sales of $1.97 Billion; Year-Over-Year Increase of 18% -- -- TEPEZZA (teprotumumab-trbw) Net Sales Q4 '22 of $493.5 Million --

[E_L]

https://ir.horizontherapeutics.com/news-releases/news-release-details/horizon-therapeutics-plc-reports-fourth-quarter-and-full-year-0

[E_L]

so i was a bit low with my estimate; this would correspond to an fx rate of ~6.59

[Bulder]

6,73 if royalty is 6%

[Bulder]

Their estimate of +18% was spot on.

[E_L]

yes, suspiciously close lol. the exact number is $1,965.7 i see , so FXrate = 779 /(1965.7 * 6%) = 6.605. Not that it really matters, but would be nice to know for next year where how they come to that fx rate

[Bulder]

dkk royalty is 796. 779 is Kesimpta.

[E_L]

oh ok, made a mistake there then

[E_L]

another attempt at Dara in AML - Escalation of Doses of Daratumumab in Combination With Chemotherapy (Idarubicin and Cytarabine) in Patients of 60 Years Old or More With Adverse Risk Acute Myeloblastic Leukemia (AML) (DARALAM) (DARALAM) https://clinicaltrials.gov/ct2/show/NCT05749276?term=genmab+OR+daratumumab+OR+darzalex+OR+ofatumumab+OR+Teprotumumab+OR+Tisotumab+OR+camidanlumab+OR+Enapotamab+OR+ADCT-301+OR+duobody+OR+hexabody+OR+Teclistamab+OR+Amivantamab+OR+Talquetamab+OR+Epcoritamab+OR+DuoHe

[Solsen]

Imponerende af et stof der var opgivet afet parselskaber. Nu må vi se hvad Amgen kan gøre ved salget WW.

[Helge_LarsenPI-redaktør]

Godmorgen

[Stroka]

God morgen

[ProinvestorNEWS]

Genmab/Goldman: Kursmålet sænkes til 2688 kr. fra 3057 kr
https://www.proinvestor.com/investornyt/948864/genmab-goldman-kursmalet-saenkes-til-2688-kr-fra-3057-kr

[ProinvestorNEWS]

Internationale aviser med Eli Lilly, GM og Revolut https://www.proinvestor.com/investornyt/948859/internationale-aviser-med-eli-lilly-gm-og-revolut

[E_L]

i guess it was Goldmans' clients contributing to the selling pressure then yesterday

[E_L]

Zai Lab Announces Full-Year 2022 Financial Results - a bit more colour on Tivdak: "Anticipated 2023

Complete global patient enrollment for the innovaTV 301 study in the first half of 2023, with potential for topline data readout by year-end 2023. Clinical data update for the innovaTV 207 study in head and neck cancer in the first half of 2023.
Clinical data update for the innovaTV 205 study in first-line+ r/m cervical cancer in the second half of 2023."

[E_L]

Zai Lab Announces Full-Year 2022 Financial Results and Recent Corporate Updates

Total revenue of $215.0 million for 2022, representing a 49.0% increase y-o-y; ZEJULA® achieved 55.2% y-o-y growthStrong balance sheet with a cash position...

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