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  4. Genmab — November 2023

Genmab — November 2023

Planlagt Fastgjort Låst Flyttet Genmab
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  • troldmandenT Offline
    troldmandenT Offline
    troldmanden
    wrote on sidst redigeret af
    #15

    Ja. Og jyske har PE 30 på 2023 forventning. De har PE 38 for novo 2023 forventninger. Novo kommer de dog til at justere op

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    0
    • K Offline
      K Offline
      Klarussen
      wrote on sidst redigeret af
      #16

      @thanks for the update E L on Jyske Banks recommendations 🙂

      1 Reply Last reply
      0
      • E Offline
        E Offline
        E_L
        wrote on sidst redigeret af
        #17

        TIVDAK Q3 '23
        $23mn , $64mn YTD 'TIVDAK growth reflects continued uptake in its current indication.' https://www.businesswire.com/news/home/20231101283813/en/Seagen-Third-Quarter-2023-Financial-Results-Reflect-Strong-Product-Sales-Growth-and-Significant-Portfolio-and-Pipeline-Progress

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        0
        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #18

          so we should end up ~$90mn for the year, not bad for the current
          indication.

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          0
          • L Offline
            L Offline
            lahn1
            wrote on sidst redigeret af
            #19

            Hvad er Gmabs royalty på TV?

            1 Reply Last reply
            0
            • B Offline
              B Offline
              bikube
              wrote on sidst redigeret af
              #20

              Er det fordi renten i USA vender ned, at kursen nu endelig vender op?

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              0
              • StockBullS Offline
                StockBullS Offline
                StockBull
                wrote on sidst redigeret af
                #21

                50%

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                0
                • StockBullS Offline
                  StockBullS Offline
                  StockBull
                  wrote on sidst redigeret af
                  #22

                  Genmab omsatte for 332 mil usd i 2022

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                  0
                  • StockBullS Offline
                    StockBullS Offline
                    StockBull
                    wrote on sidst redigeret af
                    #23

                    332 mil kr

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                    0
                    • troldmandenT Offline
                      troldmandenT Offline
                      troldmanden
                      wrote on sidst redigeret af
                      #24

                      Genmab får ikke royalties af TV. De bogføre 50% af oms, men står så tilsvarende for udgifter til supply chain, salg og marketing og fortsættende kliniske studier. Så der er nok lidt vej endnu inden break even

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                      • StockBullS Offline
                        StockBullS Offline
                        StockBull
                        wrote on sidst redigeret af
                        #25

                        Ja hvis der kun er solgt for 64m usd for første 9 mdr når de nok ikke 332 mil kr for 2023 så tilbagegng i.f.t 2022

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                        0
                        • StockBullS Offline
                          StockBullS Offline
                          StockBull
                          wrote on sidst redigeret af
                          #26

                          Men usd var også ret høj i 2022 så nok derfor de 332 mil

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                          0
                          • StockBullS Offline
                            StockBullS Offline
                            StockBull
                            wrote on sidst redigeret af
                            #27

                            Eller er de 64 m usd til hver. Total 128 mil

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                            0
                            • L Offline
                              L Offline
                              lahn1
                              wrote on sidst redigeret af
                              #28

                              Tak, det rigtigt 🙂 Seagen rapporterede 16$ M sidste pr samme Q , såå det er vel kun deres 50%, man rapporterer vel også kun de revenues man kan bogføre ift egne omkostninger?

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                              0
                              • BulderB Offline
                                BulderB Offline
                                Bulder
                                wrote on sidst redigeret af
                                #29

                                Tivdak solgte i 2022 for 63 mio $. Så alene de 3 første kvt af 2023 er mere end 2022.

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                                0
                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #30

                                  Tisotumab Vedotin for Metastatic Cervical Cancer: Results From ESMO 2023 With Brian Slomovitz, MD https://oncdata.com/news/tisotumab-vedotin-for-metastatic-cervical-cancer-results-from-esmo-2023-with-brian-slomovitz-md-1 -nice, easy to read explanation

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                                  0
                                  • B Offline
                                    B Offline
                                    bikube
                                    wrote on sidst redigeret af
                                    #31

                                    Thanks E L. You are right, easy to read and understand.

                                    1 Reply Last reply
                                    0
                                    • StockBullS Offline
                                      StockBullS Offline
                                      StockBull
                                      wrote on sidst redigeret af
                                      #32

                                      Ja lahn1 de 63 mio må være Seagens 50% så med lidt held når de vel samlet 180 mio usd d.v.s 90 mio hver så ca. 615 mio kr til Genmab vs. 332 mil kr i 2022. Det må være ok.

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                                      0
                                      • StockBullS Offline
                                        StockBullS Offline
                                        StockBull
                                        wrote on sidst redigeret af
                                        #33

                                        USD 2022 var i snit 7.07 og for 2023 er snit p.t 6.87

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                                        0
                                        • StockBullS Offline
                                          StockBullS Offline
                                          StockBull
                                          wrote on sidst redigeret af
                                          #34

                                          Collaboration revenue
                                          was DKK 332 million in 2022 compared to
                                          DKK 20 million in 2021. The increase of DKK
                                          312 million was primarily driven by increased
                                          sales of Tivdak and also includes a one-off
                                          payment due from Seagen of DKK 112 million
                                          (approximately USD 15 million) which reflects
                                          Genmab’s share (50%) of payments received by
                                          Seagen in connection with the sublicense of its
                                          rights to develop and commercialize tisotumab
                                          vedotin in China to Zai

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