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Genmab — Januar 2021

Planlagt Fastgjort Låst Flyttet Genmab
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  • K Offline
    K Offline
    Klarussen
    wrote on sidst redigeret af
    #1225

    Lidt af en fuser...

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    0
    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #1226

      that always seems to be the case, for JNJ they are ecstatic again about the Dara sales, for Genmab it is never enough...

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      0
      • E Offline
        E Offline
        E_L
        wrote on sidst redigeret af
        #1227

        so who do we give the price to for the closest estimate? GB came closest with total number, but a shitty split in US/ROW, Bulder did much better there
        😉

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        • H Offline
          H Offline
          Hen
          wrote on sidst redigeret af
          #1228

          Genmabs amerikanske ADR-notering får løftet sit kursmål hos børshuset SVB Leerink til 38 dollar fra 34 dollar. Anbefalingen er uændret market perform. 38 dollar svarer til en aktiekurs på 2324 kr.

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          • A Offline
            A Offline
            AaBforever
            wrote on sidst redigeret af
            #1229

            Jeps..de grønne er røde i dag.

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            • JørgenVarnæsJ Offline
              JørgenVarnæsJ Offline
              JørgenVarnæs
              wrote on sidst redigeret af
              #1230

              hmm JnJ siger at de snart har resultater fra one-shot covid vaccine og slår desuden estimater for 2021 guidance - mon ikke, at det er de ting, der driver stigningen?

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              • JørgenVarnæsJ Offline
                JørgenVarnæsJ Offline
                JørgenVarnæs
                wrote on sidst redigeret af
                #1231

                ...ellers må man sige, at markedet tager lidt "asymmetrisk" imod regnskabet

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                0
                • troldmandenT Offline
                  troldmandenT Offline
                  troldmanden
                  wrote on sidst redigeret af
                  #1232

                  Ja solsen. Men så mister de jo 500 ish mio på den føste 4,2 mia US pga faldet 🙂 Så netto stigning bliver lavere

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                  • A Offline
                    A Offline
                    AaBforever
                    wrote on sidst redigeret af
                    #1233

                    Somethings wrong...C25 -1,3%.. DAX + 1,85%

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                    • SolsenS Offline
                      SolsenS Offline
                      Solsen
                      wrote on sidst redigeret af
                      #1234

                      Tror nu kun vi rammer 2-300 mio dkk. Og sp er der omkostninger i USD, der går den modsatte vej. Men lad det ligge. Måske Mcjean har ret i at guidance 2021 blive åbningen til kurs 3000.

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                      • A Offline
                        A Offline
                        AaBforever
                        wrote on sidst redigeret af
                        #1235

                        Mcjean har altid været en superoptimist!

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                        0
                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #1236

                          hmmm, not sure, i think i may have to revise my earlier 5.5bn estimate up for 2021. No growth from Q4 would mean 4x1253m => 5bn. Assuming another 4.9% price hike like last years => 5.25bn

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                          0
                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #1237

                            so then 5.5bn is only a 5% autonomous
                            growth. we have to believe it is more then that...

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                            0
                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #1238

                              so Mcjean may be right, is what i am saying...

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                              • SolsenS Offline
                                SolsenS Offline
                                Solsen
                                wrote on sidst redigeret af
                                #1239

                                Vi får et bud inden 23. februar 😉

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                                0
                                • D Offline
                                  D Offline
                                  deleted-user
                                  wrote on sidst redigeret af
                                  #1240

                                  Et spinoff og Genmab deles i 3 ben - så passer kurs
                                  nogenlunde med 2200 pr. ben

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                                  0
                                  • SolsenS Offline
                                    SolsenS Offline
                                    Solsen
                                    wrote on sidst redigeret af
                                    #1241

                                    JNJ har tidligere delkøbt. Actelion solgte senstofferne og beholdte selv tidlig pipeline, da JNJ smed $30 bn efter dem.

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                                    • D Offline
                                      D Offline
                                      deleted-user
                                      wrote on sidst redigeret af
                                      #1242

                                      Interessant tanke, men desværre ikke i tråd med Powerhouse tankegangen og den aktuelle 2025 (2023?) målsætning, som JvW brænder for

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                                      • A Offline
                                        A Offline
                                        AaBforever
                                        wrote on sidst redigeret af
                                        #1243

                                        Det kunne godt se ud til at Stockbull´s bund i 2471 kommer i spil.

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                                        0
                                        • JørgenVarnæsJ Offline
                                          JørgenVarnæsJ Offline
                                          JørgenVarnæs
                                          wrote on sidst redigeret af
                                          #1244

                                          Bare rolig - der er ingen grund til at Genmab kommer i spil som M&A target. Der er ingen programmer i GEN, der giver kommerciel mening for big pharma (endnu i hvert fald)

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