Skip to content
  • Debatforum
  • Seneste
  • Populære
  • Bruger
Temaer
  • Light
  • Dark

Kollaps
FORSIDEN
Log ind Opret konto

Genmab — Februar 2021

Planlagt Fastgjort Låst Flyttet Genmab
1.6k Indlæg 1 Posters 0 Visninger
  • Ældste til nyeste
  • Nyeste til ældste
  • Most Votes
Svar
  • Svar som emne
Login for at svare
Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • G Offline
    G Offline
    GeorgeBest
    wrote on sidst redigeret af
    #1034

    Det er bare med at klø på. Invester pengene nu, og ved epco har man da nok data til at køre løs. Ellers havde AbbVie squ da heller ikke investeret som de gør. Iøvrigt er Genmabs successrate extrem høj. På det seneste er kun AXL blevet skrottet, alle andre kører videre. Så der forskning og execution er outstanding.

    1 Reply Last reply
    0
    • S Offline
      S Offline
      Sukkeralf
      wrote on sidst redigeret af
      #1035

      Sjovt at man for 10 år siden ofte hørte, at biotek og pharma kørte for små fase IIb studier inden de gik videre i fase III. I dag går man rask væk fra fase Ib til fase III - selvfølgelig er der andre og bedre værktøjer i dag, men konkurrencen betyder i dag ganske givet i del mere

      1 Reply Last reply
      0
      • JørgenVarnæsJ Offline
        JørgenVarnæsJ Offline
        JørgenVarnæs
        wrote on sidst redigeret af
        #1036

        Stadig ingen nyheder om recepttallene?

        1 Reply Last reply
        0
        • G Offline
          G Offline
          gentogen
          wrote on sidst redigeret af
          #1037

          Ja, det er helt syret, at vi sidder og kigger efter %-andel CR allerede i dose escalation data i vore dage....

          1 Reply Last reply
          0
          • JørgenVarnæsJ Offline
            JørgenVarnæsJ Offline
            JørgenVarnæs
            wrote on sidst redigeret af
            #1038

            Dengang var der ingen CR’er

            1 Reply Last reply
            0
            • H Offline
              H Offline
              henrik48
              wrote on sidst redigeret af
              #1039

              Jeg tror jeg vil foretage et lille støtteopkøb...:-)

              1 Reply Last reply
              0
              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #1040

                -- TEPEZZA® (teprotumumab-trbw) Fourth-Quarter 2020 Net Sales of $343.7 Million; Full-Year 2020 Net Sales of $820.0 Million, Significantly Exceeding Launch-Year Expectations; Driving One of the Best Rare Disease Medicine Launches in History --

                1 Reply Last reply
                0
                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #1041

                  https://ir.horizontherapeutics.com/news-releases/news-release-details/horizon-therapeutics-plc-reports-record-fourth-quarter-and-full

                  1 Reply Last reply
                  0
                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #1042

                    The Company expects TEPEZZA full-year 2021 net sales of greater than $1.275 billion

                    1 Reply Last reply
                    0
                    • JørgenVarnæsJ Offline
                      JørgenVarnæsJ Offline
                      JørgenVarnæs
                      wrote on sidst redigeret af
                      #1043

                      Nice number

                      1 Reply Last reply
                      0
                      • G Offline
                        G Offline
                        GeorgeBest
                        wrote on sidst redigeret af
                        #1044

                        Guggenheim sænker Genmabs målkurs til 2648 fra 2782

                        1 Reply Last reply
                        0
                        • DarvinD Offline
                          DarvinD Offline
                          Darvin
                          wrote on sidst redigeret af
                          #1045

                          Fortsat et pænt mål! Har smidt en opdateret liste med Kursmål i debatten, incl. Guggenheim 🙂 En ting er at analytikerne har kigget på tallene, men det fremgår klart at de netop kun har tænkt efter. Genmab er en aktie man skal eje, men investering koster på den korte bane https://www.proinvestor.com/boards/89730#postdiv91346

                          1 Reply Last reply
                          0
                          • SolsenS Offline
                            SolsenS Offline
                            Solsen
                            wrote on sidst redigeret af
                            #1046

                            I assume no sales of Tepezza Q121.

                            1 Reply Last reply
                            0
                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #1047

                              So, $812m @ FX rate 6.12 = dkk 5.018m. Royalties were dkk298m as per annual report =5.94%. So we can assume 6% flat given some rounding and the fx rate used.

                              1 Reply Last reply
                              0
                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #1048

                                So for 2021 they project 1275m * 6.12 = dkk7803m sales, @ 6% royalty is dkk468m

                                1 Reply Last reply
                                0
                                • SolsenS Offline
                                  SolsenS Offline
                                  Solsen
                                  wrote on sidst redigeret af
                                  #1049

                                  Yes thats true. And 460 mln dkk to Genmab. Only 140 mln left for Kesimpta.

                                  1 Reply Last reply
                                  0
                                  • SolsenS Offline
                                    SolsenS Offline
                                    Solsen
                                    wrote on sidst redigeret af
                                    #1050

                                    I used 6 dkk pr doller 🙂

                                    1 Reply Last reply
                                    0
                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #1051

                                      even better, i should have too, that is what Genmab used for 2021

                                      1 Reply Last reply
                                      0
                                      • SolsenS Offline
                                        SolsenS Offline
                                        Solsen
                                        wrote on sidst redigeret af
                                        #1052

                                        Genmab will easily get 600 mln dkk from those two assets.

                                        1 Reply Last reply
                                        0
                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #1053

                                          Yes , agree, Pagano is clearly low-balling this range of DKK400 million to DKK600 million relates to TEPEZZA and Kesimpta.

                                          1 Reply Last reply
                                          0

                                          Hello! It looks like you're interested in this conversation, but you don't have an account yet.

                                          Getting fed up of having to scroll through the same posts each visit? When you register for an account, you'll always come back to exactly where you were before, and choose to be notified of new replies (either via email, or push notification). You'll also be able to save bookmarks and upvote posts to show your appreciation to other community members.

                                          With your input, this post could be even better 💗

                                          Tilmeld Log ind

                                          • Log ind

                                          • Har du ikke en konto? Tilmeld

                                          • Login or register to search.
                                          • First post
                                            Last post
                                          0
                                          • Debatforum
                                          • Seneste
                                          • Populære
                                          • Bruger