Genmab — Februar 2020
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Berenberg dækker ikke Genmab længere
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Iflg Goldman Sachs hjemmeside har de et target på 1112, men det er fra december 18. Og de har ikke lavet noget siden
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Nordea har hævet fair value til 1339 fra 1315, men sætter intet kursmål, da de har en Hold-anbefaling
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I think it has a lot to do with what I think was a really good conference call; concise, confident and with clear targets and plans. Many were sceptical of the investment plans, also here, only focussing on cost without being able to see where it would go. How often have we not had that discussion here. I have a feeling that sentiment may be shifting now by pointing out those 2 clear pipeline candidates
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We knew they were looking for a CD3xCD20 partner, but the comment to start with Ph 2 or even Ph 3 trials themselves if need be, shows strong confidence in this target. Investors may finally start to realise Genmab is not a one-trick-pony and start to add some value to the pipeline…
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Then with the other earlier stage clinical programs, we may either shut them down. So kill them quickly then we are not seeing that they have a differentiated clinical efficacy profile or we will actually put them on the shelves, James, to actually to focus our resources on the winners
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"Genmabs topchef Jan van de Winkel regner med at lande en partneraftale i år for næste væksthåb, der kan være mere værdifuldt end Darzalex": https://borsen.dk/nyheder/avisen/artikel/11/242650/artikel.html?utm_source=forside&utm_campaign=nyhed_01
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Med et bedre molekyle og kun en lille forsinkelse i forhold til Roche kan vi tage majoriteten af det marked. Det står klart, at Genmab ikke kan gøre det alene. Vi har brug for en militæragtig superpartner, for vi ved, at vi har en fænomenal konkurrent i Roche," siger Jan van de Winkel, der håber, at en partner er i hus midt i 2020". -
Jeg har siden 2011 troet fuld og fast på JDW og alt hvad han siger men at væksthåbet skulle blive mere værd end Dara tror jeg ikke på. Maintenance, større målgruppe, grundet længere levealder, større middelklasse=større kundeunderlag så tror jeg vi snildt ser 15-18bn$ om 5-8 år, ren royalties ingen udgifter, så skal det molekyle sparke gevaldig røv og da han sagde 8bn$-marked og 25% af det, så er der da lang vej eller noget jeg har misset?
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Der er stadig nogle i US der synes den er billig
https://finance.yahoo.com/quote/GMAB
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