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  4. Genmab — Juli 2024

Genmab — Juli 2024

Planlagt Fastgjort Låst Flyttet Genmab
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  • E Offline
    E Offline
    E_L
    wrote on sidst redigeret af
    #434

    i think the main focus will be on the integration of Profound Bio and the effect of that on earnings/costs. We'll also see how much they really paid when we see the cash on the balance sheet, which willl now include Profound cash. They had just closed a $112mn funding round, not sure if they had any debt

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    • SolsenS Offline
      SolsenS Offline
      Solsen
      wrote on sidst redigeret af
      #435

      https://finance.yahoo.com/news/j-j-forecast-dominate-bite-075217611.html Genmab i godt selskab

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      0
      • S Offline
        S Offline
        Sukkeralf
        wrote on sidst redigeret af
        #436

        Flot estimeret salg for tecvayli - og lidt ærgerligt at Epkinly ikke nævnes. Kunne ligeledes være rart at se et estimat for Rybrevant.

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        • exitnuE Offline
          exitnuE Offline
          exitnu
          wrote on sidst redigeret af
          #437

          Rotation ud af IT/AI over mod Pharma og Biotek (Mid Cap) ...

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          • BulderB Offline
            BulderB Offline
            Bulder
            wrote on sidst redigeret af
            #438

            Jeg ved ikke hvor GlobalData Healthcare har tallene fra. Jeg har noteret at jnj estimerer tecvayli til 6,6 mia $ og talvey til 4 mia$ i 2030.

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            • S Offline
              S Offline
              Sukkeralf
              wrote on sidst redigeret af
              #439

              Og hvad med Rybrevant Bulder?

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              0
              • BulderB Offline
                BulderB Offline
                Bulder
                wrote on sidst redigeret af
                #440

                5 mia i mine notater.

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                • BulderB Offline
                  BulderB Offline
                  Bulder
                  wrote on sidst redigeret af
                  #441

                  Mener at kilden var jnj selv, men kan ikke lige huske hvor og hvornår.

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                  • BulderB Offline
                    BulderB Offline
                    Bulder
                    wrote on sidst redigeret af
                    #442

                    Global data estimerer 4 mia https://www.clinicaltrialsarena.com/analyst-comment/asco-24-data-shows-survival-benefit-with-jjs-subcutaneous-rybrevant/

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                    • DarvinD Offline
                      DarvinD Offline
                      Darvin
                      wrote on sidst redigeret af
                      #443

                      Jnj sagde her i foråret at de så estimaterne for Tecvayli 25% højere end Wall Street generelt. Og at de så det dobbelte af WS for Talvey. Jnj estimerede begge til 5 mia foreløbig. Kan bl.a ses her https://www.fiercepharma.com/pharma/jpm24-johnson-johnson-ceo-says-tecvayli-talvey-and-several-other-meds-can-vastly-outperform

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                      • DarvinD Offline
                        DarvinD Offline
                        Darvin
                        wrote on sidst redigeret af
                        #444

                        Og iøvrigt at kombien Rybrevant og Lazertinib ender podet dobbelte afanalytiketnes forefandt og
                        vil blive mere end de 5 mia 🙂

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                        • DarvinD Offline
                          DarvinD Offline
                          Darvin
                          wrote on sidst redigeret af
                          #445

                          Dobbelte af analytikernes foresats

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                          • DarvinD Offline
                            DarvinD Offline
                            Darvin
                            wrote on sidst redigeret af
                            #446

                            Forecast !!! Nu må den være der 😉

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                            • BulderB Offline
                              BulderB Offline
                              Bulder
                              wrote on sidst redigeret af
                              #447

                              Us er da godt nok rødt i aften. Men det er ikke farma og biotek der bliver ramt. Bortset fra NVO og LLY.

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                              • R Offline
                                R Offline
                                Raun
                                wrote on sidst redigeret af
                                #448

                                Det kunne være dejligt at få Genmab US igennem 28$ i aften.... De seneste børsdage har været en kamp i dette niveau, og det er min opfattelse at Genmab kursen er styret mest af US i tiden....

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                                • BulderB Offline
                                  BulderB Offline
                                  Bulder
                                  wrote on sidst redigeret af
                                  #449

                                  Det her kan måske blive interessant. Blodbad i US, men ikke farma, som er klart i grønt, med førnævnte undtagelser. NBI holder sig lige flydende. Ser vi sektorrotation mod defensive farma? Og er Genmab efterhånden blevet at regne for farma?

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                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #450

                                    Roche YTD June 2024 Lunsumio CHF37mn Columvi CHF 67mn (Q1 '24 Lunsumio CHF16mn Columvi CHF 25mn) https://assets.roche.com/f/176343/x/ca635dfd8b/240725_ir_hy.pdf https://assets.roche.com/f/176343/x/26b92ed3d9/irp240725-a.pdf

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                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #451

                                      we'll see AbbVie with epco this afternoon...

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                                      0
                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #452

                                        also, Ocrevus 3,359mn YTD, not growing much atm, but that may change again with SC dosing https://x.com/Biotech2050/status/1816360745887752508/photo/2

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                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #453

                                          Sanofi Sarclisa Q2 '24 €121mn (vs Q1 '24 €106mn). So that is $15mn growth vs $186mn for Darzalex from Q1 to Q2.

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