Genmab — Maj 2018
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SHB: Da vi ikke havde indregnet nogen værdi fra
det netop aflyste kombinationsstudie mellem
Darzalex og Tecentriq, så vil vi ikke foretage
nogen ændringer af vores estimater.
Vi har desuden heller ikke noget kendskab
til, at konsensus har indregnet nogen
værdi fra studiet, hvormed vi heller ikke
venter, at konsensus vil foretage nogen
estimatændringer. Vi fastholder således
vores kursmål på 1.200 kr. og vores anbefaling
på Reducer. -
CAR: We maintain HOLD and have cut our target price to DKK1,070 (1,155).
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Nordea nedjusterer fra køb til hold
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Nordea: The long-term investment case in Genmab remains attractive but the outright failure for Darzalex in solid tumours at a more negative outcome than expected, given the safety signal observed in combo with checkpoint inhibitors, prompts us to step to the sidelines and downgrade the stock to Hold (Buy). After a likely hit to the share price on Monday, we believe it will probably be dead money for the next six to 12 months until more material pipeline news flow materialises.
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Det kan jo også vise sig at det har været en fordel at nyheden slap ud i løbet af weekenden. Det giver folk tid til at tænke sig om.
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Av av nedjusterer Nordea!
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Hvad er det nye kursmål?
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Ny fair value fra Nordea på 1427, intet kursmål
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Bud er nede på 175 nu xD
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