Genmab — Maj 2023
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Her medd. og indbydelse til CC https://ir.genmab.com/events-and-presentations#content
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Ja, det står der jo i meddelelsen
Plejer at tikke ind 27:01 
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17:01 - sorry….
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First Quarter 2023 Update, January: The National Comprehensive Cancer Network (NCCN) updated their Clinical Practice
Guidelines in Oncology for Cervical Cancer, moving tisotumab vedotin-tftv from “Other
recommended Regimens” to “Preferred Regimens” for second line or subsequent therapy in
recurrent or metastatic cervical cancer... -
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Passer OPEX ikke godt med 1/4 af budgettet for året, i den lave ende af budgetinterval? Hvis det går som det plejer, så lander omkostninger i den lave ende, eller uden for interval, mens omsætning går over interval. Q1 FX US/DKK giver medvind. Så den frygtede modvind har ikke rigtig vundet indpas endnu. Vi lytter med kl. 18.00. God aften.
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Genmabs omkostninger stiger mere end ventet: Bundlinjen skuffer https://www.proinvestor.com/investornyt/982843/genmabs-omkostninger-stiger-mere-end-ventet-bundlinjen-skuffer
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Genmab bibeholder dog 2023 guidingen så det bliver nok ikke så slemt. Mon ikke en Epco godkendelse kan ændre regnestykket. En lille opjustering er ikke utænkelig. Hvor stort Epco salg kan de mon opnå i H2 og derudover vil analytikerne jo også begynde at indregne 2024, 2025 o.s.v Epco salg
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