Genmab — August 2020

[bibob]

Thx E L. Still positive there.

[Stockwatch1]

Danske Bank: As we await the Q2 20 results and the dust over the AbbVie collaboration settles,
we look for the potential next share price trigger. We think GEN1046 could be
the next pipeline gem and Genmab expects first in human data in H2 20. We keep
our Hold rating and raise our 12M target price to DKK2,300 (DKK2,175).

[Klarussen]

Lidt småfesent kursmål. Kurstriggeren burde indregnes (i begge retninger), ellers giver det jo ingen mening...

[Solsen]

Hvis data berettiger det skal de nok hæve kursmålene. I modellerne er der sat sandsynligheder for hver enkelt stof i pipelinen som sørger for at indregne kurstriggere i begge retninger.

[E_L]

wow Horizon... just wow; -- Increasing TEPEZZA Peak U.S. Annual Net Sales Estimate to Greater Than $3 Billion from Greater Than $1 Billion --

[E_L]

-- TEPEZZA (teprotumumab-trbw) Second-Quarter 2020 Net Sales of $165.9 Million
Driven by Strong Commercial Execution, Significantly Exceeding Expectations;
Increasing Full-Year 2020 Guidance to Greater Than $650 Million from Greater Than $200 Million --

[E_L]

Horizon Therapeutics plc Reports Record Second-Quarter 2020 Results https://www.businesswire.com/news/home/20200805005499/en/Horizon-Therapeutics-plc-Reports-Record-Second-Quarter-2020/?feedref=JjAwJuNHiystnCoBq_hl-WBlLQO14j4QZPTyX5CYOnwC4VjN53jumZRlnzhBoBxGrCOi9QzgjCezTS3Nw_X6kJUrpSBm-Hav1w-UkdSlG3ltkRSnqzf6ourQGu_UA28CzZCGORvG0LE20YOvo49uqw==

[GeorgeBest]

Great news

[Sukkeralf]

Thats realy strong exspectations - waaauu

[BioShare]

Thanks EL - you are fast as always. The stock trade +12% now in pre market

[Bulder]

En trigger, vi ikke helt havde regnet med.

[E_L]

yeah... now €70+... amazing roll out for such a rare disease medicine. could still have bought it at €25ish in
march sigh

[kkjoel]

Hvor meget er det GEN får i royalties af tepro - 5% ?

[GeorgeBest]

Der er annonceret mid single digit...

[Bulder]

DNB siger 6% og Wainright siger 7%. Novod har sagt 6,5%

[Bulder]

Jeg kan ikke huske, hvor jeg har det fra. Fandt det i nogle noter.

[Sukkeralf]

Vil gætte på 4-6% da aftalen er meget gammel

[Helge_LarsenPI-redaktør]

[Sukkeralf]

Begynder at ligne en miiliard om året i royalty, hvis de når peaksale - det er da en ganske lækker bonus

[Solsen]

Horizon kommer over $100 inden længe