Genmab — Oktober 2023

[StockBull]

Genmabs fremadrettede kurs afhænger af pipelinen og Superdara

[StockBull]

Afgørelse af anke af afvist opfølgende voldgiftssag bør komme inden Jul. Jeg ville nu være mere bekymret for en evt. recession som i worst cace kan bringe sp500 ned og hilse på niveau 3000-3500. Hvis det sker falder alt inklusig biotech.

[StockBull]

https://www.youtube.com/watch?v=mz6d75CMmuQ Soloway estimere recession recession q4 eller q1 med dybe fald.

[StockBull]

SP500 snak er 15 min inde

[E_L]

First Epkinly number in via Abbvie, Q3 '23 $14mn ; Reflects profit sharing for Epkinly U.S. revenues, ; so I assume total sales is $28mn

[E_L]

AbbVie Reports Third-Quarter 2023 Financial Results

Reports Third-Quarter Diluted EPS of $1.00 on a GAAP Basis, a Decrease of 54.8 Percent; Adjusted Diluted EPS of $2.95, a Decrease of 19.4 Percent; These...

(www.prnewswire.com)

[Pensionisten]

Hvis det holder stik, at afgørelsen af voldgiftsanken skal ske ultimo oktober, bliver det vel den kommende nat, at den foreligger.

[E_L]

for reference , Lunsumio YTD '23 sales CHF43m , Columvi CHF10m

[gentogen]

Intet vil overraske mig i voldgiften. Det kan vel ske om 5 minutter eller om 5 måneder...... (der er jo ikke nogen sådan decideret lov eller entydig regel om tiden)

[StockBull]

Der bliver jeg dig svar skyldig Pensionisten. Mener der var noget tvivl om datoen så derfor jeg siger inden Jul.

[Darvin]

Genmab har tabt sagen 2 gange. Nu er det tredje gang, og ja - de har argumenter nu, men alle regner seriøst med at sagen tabes igen. Det ER og bliver det ventede udfald. Alligevel vil vi temmelig sikkert se et mindre dyk, som efterfølgende samles op igen. Men personligt er jeg så meget optimist, at jeg selv tilslutter mig SB’s 33% chance. Men igen - allertungeste spillere har afskrevet det og regner med et tab. Min vinkel. Vinder de vil vi se en markant stigning. Så alt i alt, ingen bekymring

[E_L]

from Q@ '23 - "Following the approval of EPKINLY on May 19, 2023, Genmab recognized net product sales of DKK 39
million through June 30, 2023"
if i round that to ~$5mn , so YTD 9months ~$33mn

[ProinvestorNEWS]

AbbVie Raises 2023 Adj. EPS Guidance; Announces 2024 Dividend Increase https://www.proinvestor.com/investornyt/1070014/abbvie-raises-2023-adj-eps-guidance-announces-2024-dividend-increase

[Raffles]

@EL 14:13, that calculation seems fair. However, in AbbVie’s Q3 report they state Epkinly revenue as 14m for both Q3 and 9 months. Not sure where the revenue for Q2 ended up though!!

[E_L]

i saw it Raffles, it is a bit confusing isn't it...

[Raffles]

Yes EL, it is indeed! By the way, thanks for the fine input always coming from you. Highly appreciated.

[E_L]

glad to hear someone is actually reading it lol
, some days i have my doubts

[gdn55]

Hej EL. Stor tak også herfra, læser altid dine
indlæg

[Bulder]

No reason for that. Often the material is so difficult, that I have to read it twice.

[E_L]