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Genmab — November 2017

Planlagt Fastgjort Låst Flyttet Genmab
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  • StockBullS Offline
    StockBullS Offline
    StockBull
    wrote on sidst redigeret af
    #2746

    År P/E Earnings per share kurs
    2017 70 17 1.212
    2018 60 29 1.760
    2019 50 50 2.521
    2020 40 65 2.606
    2021 35 78 2.742

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    • StockBullS Offline
      StockBullS Offline
      StockBull
      wrote on sidst redigeret af
      #2747

      J.P Morgan virker rimlig konservativ. Jeg har prøvet at beregne kursen baseret på deres profit estimater og benyttet PE: 2017 - 70 - Kurs
      1212

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      • StockBullS Offline
        StockBullS Offline
        StockBull
        wrote on sidst redigeret af
        #2748

        2018 - PE 60 - Kurs 1760

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        0
        • StockBullS Offline
          StockBullS Offline
          StockBull
          wrote on sidst redigeret af
          #2749

          2019 - PE 50 - Kurs 2521

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          • StockBullS Offline
            StockBullS Offline
            StockBull
            wrote on sidst redigeret af
            #2750

            2020- PE 40 - kurs 2606

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            • StockBullS Offline
              StockBullS Offline
              StockBull
              wrote on sidst redigeret af
              #2751

              2021 - PE 35 - kurs 2742

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              • StockBullS Offline
                StockBullS Offline
                StockBull
                wrote on sidst redigeret af
                #2752

                Så for den langsigtede investor vil jeg mene kurs 2750 er realistisk om maximum 4 år - ca. 23% stigning per år i snit næste 4 år med udgangspunkt i kurs 1200 giver efter 4 år kurs 2750kr Q4-2021.

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                • StockBullS Offline
                  StockBullS Offline
                  StockBull
                  wrote on sidst redigeret af
                  #2753

                  Men måske min P-E på 35 i 2021 er for konservativ.

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                  • StockBullS Offline
                    StockBullS Offline
                    StockBull
                    wrote on sidst redigeret af
                    #2754

                    JP har følgende upside: Upside Risks to Rating and Price Target  Darzalex uptake is faster than our estimates, generating greater royalty income for Genmab.  Darzalex demonstrates strong data in solid tumours ahead of 2H’18 leading to upgrades to consensus peak sales estimates.  Tisotumab Vedotin data in other tumours (outside of cervical cancer) is promising leading to addition of sales forecasts for other tumours.

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                    • StockBullS Offline
                      StockBullS Offline
                      StockBull
                      wrote on sidst redigeret af
                      #2755

                      og downside: Downside Risks to Rating and Price Target  Darzalex misses consensus expectations due to competition from other antiCD38’s particularly isatuximab, which could lead to price declines, reducing Darzalex sales potential or lower than expected uptake.  MorphoSys patent challenge could lead to lower royalties received by Genmab from Janssen.  Failure to successfully develop a subcutaneous version of Darzalex, which could remove any of the advantages of competitor CD38s over Darzalex

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                      0
                      • B Offline
                        B Offline
                        bibob
                        wrote on sidst redigeret af
                        #2756

                        God morgen. 🙂

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                        0
                        • B Offline
                          B Offline
                          bibob
                          wrote on sidst redigeret af
                          #2757

                          Tak for meget flot ben ( og analyse ) arbejde StockBull. Fint at se på tryk hvordan scenariet ser ud for den fremtidige vækst. Thumbs up. :-).

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                          0
                          • P Offline
                            P Offline
                            polle1
                            wrote on sidst redigeret af
                            #2758

                            Godmorgen, og tak Stockbull 🙂

                            1 Reply Last reply
                            0
                            • DarvinD Offline
                              DarvinD Offline
                              Darvin
                              wrote on sidst redigeret af
                              #2759

                              Morn ser godt ud Sbull 🙂

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                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #2760

                                thanks StockBull , is this from when they did their downgrade to 1400 early oktober?

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                                0
                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #2761

                                  NCT03301220 NOW RECRUITING (Brief title: A Study of Subcutaneous Daratumumab Versus Active Monitoring in Participants With High-Risk Smoldering Multiple Myeloma)

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                                  0
                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #2762

                                    NEW: NCT03346135 Daratumumab After Stem Cell Transplant in Treating Patients With Multiple Myeloma https://clinicaltrials.gov/ct2/show/NCT03346135?term=daratumumab+OR+ofatumumab&lupd_s=11%2F16%2F2017&rank=2

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                                    • M Offline
                                      M Offline
                                      Mcjean
                                      wrote on sidst redigeret af
                                      #2763

                                      Ty Stockbull and E L

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                                      0
                                      • H Offline
                                        H Offline
                                        henrik48
                                        wrote on sidst redigeret af
                                        #2764

                                        God morgen og mange tak til Stockbull og E L

                                        1 Reply Last reply
                                        0
                                        • StockBullS Offline
                                          StockBullS Offline
                                          StockBull
                                          wrote on sidst redigeret af
                                          #2765

                                          @El. Its from Nov. 9 after Genmab Q3 when J.P.M reduced from 1400 to 1330. They cut the salesforecast 2017-21 by 10%

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