Genmab — Juni 2020
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** Credit Suisse downgrades Danish pharmaceutical company Genmab GMAB.CO to "neutral" from "outperform" after it had found a material error in the PharmaValues net present value (NPV) calculation for the company
** Due to the error, the value of cancer drug Darzalex and chronic lymphocytic leukemia antibody ofatumumab royalties to Genmab were overstated, the brokerage says
** CS says its revised Genmab PharmaValues Equity NPV is DKK 1,800/share, reduced from DKK2,300/share seen previously -
** However, the error did not impact the broker's revenue or earnings model assumptions
** CS cuts it target price to DKK 2,235 from DKK 2,300 using the average Biotech and Specialty Pharma EV/NPV premium of 30%
** Following significant stock performance in H1 2020, the broker sees more limited near-term upside
** It still sees ofatumumab sales by partner Novartis NOVN.S as underappreciated
** It expects more modest further catalysts in H2 2020 following the positive AbbVie's ABBV.N oncology pa -
partnership with Genmab and epcoritamab data
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Community Advice: SQ Formulation of Daratumumab https://www.youtube.com/watch?v=nuL179KaL5U
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I øvrigt.. pisseflot hjemmeside GEN har fået banket op. Stor cadeau! Synes I alle skal bruge 30 min på at tjekke den ud. Den er moderne, homogen, gennemtænkt modulær, og med mange lækre features. Hele investor-delen. Pipelinen. Og specielt de 4 3-dimensionale logoers dans på forsiden er pænt lavet
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Så røg den i plus:-)
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