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Genmab — November 2017

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • StockBullS Offline
    StockBullS Offline
    StockBull
    wrote on sidst redigeret af
    #2749

    2019 - PE 50 - Kurs 2521

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    0
    • StockBullS Offline
      StockBullS Offline
      StockBull
      wrote on sidst redigeret af
      #2750

      2020- PE 40 - kurs 2606

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

                  God morgen. 🙂

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

                      Godmorgen, og tak Stockbull 🙂

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                      0
                      • DarvinD Offline
                        DarvinD Offline
                        Darvin
                        wrote on sidst redigeret af
                        #2759

                        Morn ser godt ud Sbull 🙂

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                        0
                        • 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

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                                  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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                                    0
                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #2766

                                      ok thanks. i forgot they reduced a 2nd time

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                                      • StockBullS Offline
                                        StockBullS Offline
                                        StockBull
                                        wrote on sidst redigeret af
                                        #2767

                                        Formoder J.P.M holder sig tæt op ad J&J salgsestimat på 7B usd for 2021

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                                        0
                                        • StockBullS Offline
                                          StockBullS Offline
                                          StockBull
                                          wrote on sidst redigeret af
                                          #2768

                                          Quote: Analysts forecast Darzalex sales of $3.9 billion in 2021, vs. J&J's comments, which suggest a sales potential of at least $7 billion that year.

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                                          0

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