Genmab — Februar 2021
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God morgen.
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Asien: Asiatiske aktier fortsætter stigninger i højt tempo: https://www.proinvestor.com/investornyt/672165/asien-asiatiske-aktier-fortsaetter-stigninger-i-hojt-tempo
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Tirsdagens aviser med Calsberg, Jyske Bank og Ambuhttps://www.proinvestor.com/investornyt/672164/tirsdagens-aviser-med-calsberg-jyske-bank-og-ambu
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Novartis data show multiple sclerosis patients and nurses prefer Kesimpta
(ofatumumab) Sensoready autoinjector pen https://www.novartis.com/news/media-releases/novartis-data-show-multiple-sclerosis-patients-and-nurses-prefer-kesimpta-ofatumumab-sensoready-autoinjector-pen -
Aktier/tendens: Storm af kursmål kan rykke markedethttps://www.proinvestor.com/investornyt/672177/aktier-tendens-storm-af-kursmal-kan-rykke-markedet
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Det meste af regnskabet er allerede kendt via J&J. Det er nok nærmere guidance for 2021 som kan rykke kursen. Hvis jeg ikke tager meget fejl, så gik kursen i vejret da de fremlagde guidance for 2019 og sidenhen 2020. Da de har nået begge mål, så vil en aggressiv for 2021 formentlig have en positiv effekt.
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*gui
dance -
Kesimpta & Arzerra = Novartis, Tepezza = Horizons
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It will be interesting to see if they only guide Dara, or if they split estimates for the other drugs as well? (doubt it). By calculating Dara royalties on 4.19bn and comparing it to the actual royalties received we should be able to estimate roughly how much JNJ is reducing due to
Halo dispute. The exact % royalty for Tepezza should be released.
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