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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
    #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

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

                  😄

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

                      show starting again,

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                      • 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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                          • 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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                              • 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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                                  • 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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                                      • 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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                                        0
                                        • S Offline
                                          S Offline
                                          Sukkeralf
                                          wrote on sidst redigeret af
                                          #1137

                                          Angående konsensus på 2,8 milliarder dollars, så hvis man leger med tanken om Nordea og to andre analytikere, så skal de i gennemsnit ligge på 1,5 milliard - 5,4+1,5+1,5=8,4 og dermed 2,8 i gennemsnit. De 1,5 milliard når vi måske allerede i år. Nordea ligger bestemt i den høje ende, men 2,8 milliard er langt fra sandheden, hvilket bevidner at der må være en del analyser der ikke er opdateret

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