Genmab — Januar 2016

[Sukkeralf]

Skrev lige og spurgte Rachel - og royalty vil komme i deres kvartalsregnskaber, da JNJ har for vane først at skille de enkelte produkte ud, når de har været på markedet et års tid.

[Sukkeralf]

Det passer også meget godt med hvad jeg lige kunne finde på Ibrutinib

[dingleberry]

cool - tak for det sukkeralf. Dara vil nok også være peanuts i JJ regnskabet, så længe vi kun er i RRMM

[Sukkeralf]

ja med en omsætning i 2015 på 70,1 milliarder dollar, så går der lige lidt inden vi rokker ved den

[dingleberry]

GEN kommer med Q4/FY den 17. feb. Så kommer der nok daratal på banen

[MUFC_Oberanven]

Nordea skønner Darzalex salg på USD 380M i
2016

[dingleberry]

2,6 mia dkk er også en sjat i en "tynd" indikation

[gentogen]

Hos EMA er vi nået til "Day 120 list of questions', der så vidt jeg ved er en slags foreløbig indstilling med formulering af udestående spørgsmål. Side 12. http://www.ema.europa.eu/docs/en_GB/document_library/Agenda/2016/01/WC500200185.pdf

[Bulder]

Ja, det må da være fordi de ikke mener at Darzalex når at blive godkendt i de tidlige linjer i 2016.

[MUFC_Oberanven]

Ved 13% royalties, er det DKK 338M til Genmab.

[dingleberry]

det rækker lige til en solid omgang højt belagt til næste GF!

[MUFC_Oberanven]

JNJ CFO likes Darzalex http://www.bloomberg.com/news/videos/2016-01-26/j-j-earnings-tops-analysts-estimates

[Bulder]

"... which we believe will be a big succes"

[jkj]

Goldman Sachs reckons newly launched multiple myeloma treatment Darzalex (daratumumab) "represents a blockbuster opportunity and we model $2bn by 2020". It's early days, but initial sales will be visible in the Q4 numbers.

[Bulder]

Det skulle meget gerne blive til meget mere i 2020. Ellers er dagens kurs jo allerede for høj.

[JKY_VH]

Ja Bulder, men vi kender jo GS.

[Budweis]

Johnson & Johnson (JNJ) Alex Gorsky on Q4 2015 Results - Earnings Call Transcript - http://seekingalpha.com/article/3835816-johnson-and-johnson-jnj-alex-gorsky-q4-2015-results-earnings-call-transcript

[Budweis]

I would first like to address our cash position and remind you about our capital allocation approach. At the end of the quarter we had approximately $18.5 billion of net cash, which consists of approximately $38.5 billion of cash and marketable securities and approximately $20 billion of debt. This is a higher level of cash than we typically hold. And as Alex said earlier, we are actively looking for the right opportunities to deploy that capital to create greater value for our shareholders.

[Budweis]

But we are patient. We are seeking companies with a mutual desire to partner. And we'll only act when we see the right value creating deal at the right price with the right partners.

[Budweis]

Yeah, Glenn, look, we're fortunate in that because of our strong performance, our strong cash flows, that our balance sheet is actually quite strong. I also believe that if you look at our track record of how we've utilized that cash to make the right capital investments in companies, that we've been successful with that. And look, we think that there's opportunities across all three of our different sectors.