Genmab — Februar 2021

[E_L]

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.

[E_L]

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

[Solsen]

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

[Solsen]

I used 6 dkk pr doller

[E_L]

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

[Solsen]

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

[E_L]

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

[kkjoel]

They call them "conservative accounting principles"

[Bulder]

Aren't they low-balling the most?

[kkjoel]

And nicely calculated btw. Have corrected the number in the Wiki article.

[E_L]

yes, i feel they are, and that is fine, i am conservative too, but it is best to calculate ourselves to make sure that it is indeed conservative

[E_L]

we'll get all parts of the puzzle Next we need to price rise for Dara for 2021, which I assume to be 4.9% (again). But maybe there was no price rise, we don't know... (I doubt that ofcourse )

[JørgenVarnæs]

Prescription nos would help...

[exitnu]

Så er jeg med i Genmab igen

[AJE]

Det klæder sig ikke for en CEO, at kommentere på selskabets aktiekurs. https://www.euroinvestor.dk/nyheder/genmab-topchef-forudser-kaempe-stigning-i-aktiekurs

[Legolas23]

Det er heller ikke det han gør. Han kommenter, at Genmabs værdi kan 3-dobles. Det er Børsen aka financiel "Se og Hør", som laver fri tolkning.... Læs artiklen

[Legolas23]

Kursen kommenterer han ikke på...

[AJE]

Det er da det samme som at kommentere på kursen...

[AJE]

Og jeg har artiklen...

[AJE]

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