Genmab — Januar 2020

[AaBforever]

Sydbank om regnskabssæsonen: Skuffelser kan koste dyrt.

[JKY_VH]

forkert chatrum AaBforever

[GeorgeBest]

Barclays hæver target fra 1600 til 1650

[GeorgeBest]

UBS hæver target far 1340 til 1460 (neutral rating)

[JKY_VH]

tak GB

[AaBforever]

Lad os nu se...nogle gange kan hovmod stå for fald..;-)

[gentogen]

Tak Bulder (for 9:00). Jeg går ud fra, at det fortsat er tiered royalties og i så fald bliver 2020 vel egentlig ikke så meget bedre end 2019 (?), - altså når der ikke skal medregnes salgsmilestones

[E_L]

IF the milestone falls in 2019, we need $250m more in royalties in 2020 to generate the same. so that means $1.25bn more Dara sales in 2020 needed (ignoring potental other revenues)

[JKY_VH]

Enig Aabforever 14.37

[kkjoel]

Og det passer jo nogenlunde med det forøgede salg i 2020. Markedskonsensus ligger vist der i omegnen af $ 4,5 mia. - svarende til $300 mio mere i royalties

[E_L]

i very much doubt that is the real Markedskonsensus . Too high in my opinion...

[kkjoel]

Så hvad mener du markedskonsensus er, EL - 4,25?

[E_L]

possibly. if i had to guess i would say between 4 and 4.2. We will have a better idea after the market reaction to guidance on Feb 19

[Bulder]

Sjov peak C25 lavede der kl 16. Robotter i selvsving?

[AaBforever]

Fedt!!

[Bulder]

Vi kan da starte med recepttallet allerede nu. Det skal helst ikke under 165.

[Bulder]

Dec har 2 arbejdsdage mere end nov.

[DevOp]

Ja, men prøv at se 2018, der lå dec lavere end okt og
nov

[Bulder]

Bliver det lavere end nov, begynder det at stramme til.

[KWC]

Genmab Announces European Marketing Authorization for DARZALEX (Daratumumab) in Combination with Bortezomib, Thalidomide and Dexamethasone in Frontline Multiple Myeloma
Company Announcement

DARZALEX (daratumumab) approved in Europe in combination with bortezomib, thalidomide and dexamethasone for the treatment of adult patients with newly diagnosed multiple myeloma who are eligible for autologous stem cell transplant
Approval follows positive opinion by European Committee for Medicinal Produ