Genmab — November 2020

[deleted-user]

Novod is nonsens?

[GeorgeBest]

The slide Novod reffered to showed that revenues from dara, Tepezza and Kesimpta would increase with 2,5 times until 2025. And Noved was not happy with that projection???

[GeorgeBest]

Is that correct understood?

[GeorgeBest]

On top of that would come revenues from Amivantamab, epco and tiso??

[deleted-user]

thx

[E_L]

When Novod came on i thought it would be a good time to make a coffee, so I missed that

[deleted-user]

I got that revenue slide but luckily I missed the question from Novod. Don't like to waste unnecessary time

[Solsen]

I think Genmab only will book revenue fra TF from Japan. Seagen in other teritories. Could have confused Novod. But if I remember I will ask at PIs Q&A.

[Solsen]

ASH 5-8 dec næste højdepunkt. Genmabs kurs er lidt bovlam, men jeg synes, at det ser lovende ud. God aften og weekend.

[w]

Novod thought that gen where too optimistic with 2025e. Am I wrong?

[Vitus]

Det er ikke lovende at Genmab’s kurs er bovlam !!!!

[Solsen]

Jeg skulle nok have skrevet kursudvikling

[GeorgeBest]

En ikke at forglemme, Genmab har potentielt over 3 milliarder $ tilgode i milepælsbetalinger fra AbbVie...

[Solsen]

Ja. Jeg er superoptimist. Både kurs 3000 og 4000 kommer i spil over tid.

[Solsen]

Epco er formidabel. GEN1046 er en svær størrelse og jeg tror også at de ikke selv er helt klar over hvilken vej den går. Det lød som om andre indikationer end NSCLC også er interessante. Fund af biomarkører vil være yderst vigtig for potentialet - Kate Sasser arbejder hårdt på det.

[peter12]

Gen's Curevac aktiepost har steget ca 50% siden regnskabet (320Mkr) https://boerse.ard.de/aktien/curevac-geht-auf-partnersuche100.html

[Sukkeralf]

Just a moment...

(www.firstwordpharma.com)

[Helge_LarsenPI-redaktør]

God morgen.

[GeorgeBest]

Sukkeralfs link (23:23) er til en daratumumab biosimilar! Er sådanne ikke først tilladt efter patentudløb? Eller er der andre regler for dette i Kina?

[E_L]

Genmab (Hold, TP: DKK2352.00) - Becoming a fully integrated biotech
Today Genmab hosted a virtual CMD with the key focus on its strong innovation engine and the commercialisation efforts paving the way for it to become a fully integrated biotech company. We note that 2021e should be another eventful year with a significant number of data read-outs in the pipeline. We reiterate our HOLD and DKK2,352 target price.
13/11/2020