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Genmab — Maj 2017

Planlagt Fastgjort Låst Flyttet Genmab
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  • 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.

      1 Reply Last reply
      0
      • E Offline
        E Offline
        E_L
        wrote on sidst redigeret af
        #1119

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

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        0
        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #1120

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

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          • 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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            • 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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              0
              • 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,

                        1 Reply Last reply
                        0
                        • B Offline
                          B Offline
                          bibob
                          wrote on sidst redigeret af
                          #1128

                          🙂

                          1 Reply Last reply
                          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

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                            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"!!

                                1 Reply Last reply
                                0
                                • Legolas23L Offline
                                  Legolas23L Offline
                                  Legolas23
                                  wrote on sidst redigeret af
                                  #1132

                                  Maybe it comes as late breaking at ASCO

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                                  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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                                      • S Offline
                                        S Offline
                                        Sukkeralf
                                        wrote on sidst redigeret af
                                        #1135

                                        Or EHA just after ASCO - last year Castor at ASCO and Pollux at EHA

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                                        0
                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #1136

                                          did Lebowitz just say he thinks SubQ could be administered in 5 minutes? Much f
                                          aster as i heard before

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