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  4. Genmab — Juli 2024

Genmab — Juli 2024

Planlagt Fastgjort Låst Flyttet Genmab
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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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    0
    • 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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      0
      • 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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          0
          • DarvinD Offline
            DarvinD Offline
            Darvin
            wrote on sidst redigeret af
            #445

            Dobbelte af analytikernes foresats

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            0
            • 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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                0
                • 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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                          0
                          • 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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                            0
                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #454

                              Epkinly Quarter Ended June 30, 2024
                              US

                              14
                              Intl

                              22
                              Total

                              36

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                              0
                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #455

                                Q1 2024 was 12 15 27

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                                0
                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #456

                                  assuming this is still ~50% of total sales, total Q2 24 would come to ~72mn

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                                  0
                                  • P Offline
                                    P Offline
                                    ProinvestorNEWS
                                    wrote on sidst redigeret af
                                    #457

                                    Kort video: Sommerpanik på aktiemarkederne https://proinvestor.com/boards/121481

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                                    0
                                    • exitnuE Offline
                                      exitnuE Offline
                                      exitnu
                                      wrote on sidst redigeret af
                                      #458

                                      NBI spurter vist op ad 🙂

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                                      0
                                      • P Offline
                                        P Offline
                                        ProinvestorNEWS
                                        wrote on sidst redigeret af
                                        #459

                                        Genmabs kræfthåb viser fortsat solide vækstrater https://proinvestor.com/investornyt/1190236/genmabs-kraefthab-viser-fortsat-solide-vaekstrater

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                                        0
                                        • P Offline
                                          P Offline
                                          Pensionisten
                                          wrote on sidst redigeret af
                                          #460

                                          ADS i usa stiger med 1% - svarende til den danske notering..

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                                          0

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