Genmab — April 2020
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@troldmanden they actually see alll of their guidance downgrade coming from the medical devices division; expect a -/- $4bn to $7bn sales impact there, which is roughly the total downgrade
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thanks E L
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Tak for info EL ang JnJ downgrade. Det overrasker mig dog en hel del at de ikke også mener at specielt den del af pharma der er rettet mod sygehusene ikke også forventes at falde. Sælgerne må jo pt ikke køre ud til sygehusene og dermed er vækst mere ramt. Man har svære ved at indrullere flere læger
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DnB Markets
Genmab (Hold, TP: DKK1600.00) - Darzalex momentum continues
In its Q1 report, Johnson & Johnson reported slightly better Darzalex sales than we expected, at USD937m, versus our estimate of cUSD904m. Sales were weak in the US at USD463m (our estimate: USD482m), while International Markets showed a strong performance with USD474m (our estimate: USD422m). We continue to see Darzalex sales at the lower end of the USD3.9bn–4.2bn guidance for 2020. We reiterate our HOLD and DKK1600 target -
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