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Genmab — Maj 2017

Planlagt Fastgjort Låst Flyttet Genmab
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  • S Offline
    S Offline
    Sukkeralf
    wrote on sidst redigeret af
    #1115

    Konsensus på 2,8 milliard i 2021 lyder meget lavt - næsten uforståeligt lavt, når vi ved flere ligger på 4-5 milliarder

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    0
    • B Offline
      B Offline
      bibob
      wrote on sidst redigeret af
      #1116

      1,3 M i 2017 og så kun 2,8 M i 2020- 21. Der er noget der ikke stemmer.

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      0
      • Helge_LarsenPI-redaktørH Offline
        Helge_LarsenPI-redaktørH Offline
        Helge_LarsenPI-redaktør
        wrote on sidst redigeret af
        #1117

        Konsensus er nem at beregne. Jeg har bare ikke adgang til datamaterialet herfra.

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        0
        • Helge_LarsenPI-redaktørH Offline
          Helge_LarsenPI-redaktørH Offline
          Helge_LarsenPI-redaktør
          wrote on sidst redigeret af
          #1118

          Jeg husker bare, at Nordea og Danske ligger højt.

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          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #1119

            Nordea report Jan 17; dara royalties 6511m Dkk, @6.68 = USD975mm

            1 Reply Last reply
            0
            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #1120

              assume 18% royalty? then +- USD5.4bn sales

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              0
              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #1121

                at that point they thought they were slightly above consensus

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                0
                • Helge_LarsenPI-redaktørH Offline
                  Helge_LarsenPI-redaktørH Offline
                  Helge_LarsenPI-redaktør
                  wrote on sidst redigeret af
                  #1122

                  Læs hele historien på borsen.dk: http://borsen.dk/nyheder/virksomheder/artikel/1/345419/johnson_johnson_genmabs_darzalex_bliver_mega-blockbuster.html#ixzz4hMBZGIwM

                  "
                  Ifølge Nordea Markets, så er den gennemsnitlige forventning blandt aktieanalytikere, at Genmabs kræftmiddel når et salg på 2,8 mia. dollar i 2021, mens Nordea er mere optimistisk og har skudt på 5,3 mia. dollar"

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                  • Helge_LarsenPI-redaktørH Offline
                    Helge_LarsenPI-redaktørH Offline
                    Helge_LarsenPI-redaktør
                    wrote on sidst redigeret af
                    #1123

                    Bortset fra det, så er der intet i dagens handel som tydede på at de udmeldte 4 milliarder skuffede. A/B købte solidt og ENS solgte masivt ud til sidst. Ingen andre fulgte rigt med på det stunt.

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #1124

                      ok, i was close enough 😉

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                      0
                      • Helge_LarsenPI-redaktørH Offline
                        Helge_LarsenPI-redaktørH Offline
                        Helge_LarsenPI-redaktør
                        wrote on sidst redigeret af
                        #1125

                        😄

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                        0
                        • G Offline
                          G Offline
                          GlobalMacro 0
                          wrote on sidst redigeret af
                          #1126

                          Guys, there was one other important piece of info shared already. Somewhere during the presentation they were talking about dara in smoldring MM and that the data of a phase 2 study is completed, under embargo and presented soon at a big event (ASCO?)

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                          0
                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #1127

                            show starting again,

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                            0
                            • B Offline
                              B Offline
                              bibob
                              wrote on sidst redigeret af
                              #1128

                              🙂

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                              0
                              • J Offline
                                J Offline
                                jkj
                                wrote on sidst redigeret af
                                #1129

                                Denne store analyse siger 1,8 mia for dara i usa i 2020http://info.evaluategroup.com/rs/607-YGS-364/images/wp16.pdf

                                1 Reply Last reply
                                0
                                • G Offline
                                  G Offline
                                  GlobalMacro 0
                                  wrote on sidst redigeret af
                                  #1130

                                  I think it was during the part where they were explaining their vision relating prevention of disease > smoldring MM

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                                  0
                                  • G Offline
                                    G Offline
                                    GlobalMacro 0
                                    wrote on sidst redigeret af
                                    #1131

                                    From live presentation on oncology studies : "move phase 1 studies quick trough registration"!!

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                                    0
                                    • Legolas23L Offline
                                      Legolas23L Offline
                                      Legolas23
                                      wrote on sidst redigeret af
                                      #1132

                                      Maybe it comes as late breaking at ASCO

                                      1 Reply Last reply
                                      0
                                      • J Offline
                                        J Offline
                                        JKY_VH
                                        wrote on sidst redigeret af
                                        #1133

                                        https://www.nordnet.dk/mux/web/analys/nyheter/visaNyhet.html?itemid=318483007&sourcecode=omxnews

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                                        0
                                        • J Offline
                                          J Offline
                                          jkj
                                          wrote on sidst redigeret af
                                          #1134

                                          Konsensus 4.9 mia 2022 side 44http://info.evaluategroup.com/rs/607-YGS-364/images/wp16.pdf

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