Genmab — Maj 2021

[kkjoel]

the likes of: he's seeing x DKK/$ profit for 22.. stuff like that.

[E_L]

LLi just made an attempt, with another profit margin that would be a different revenue number offcourse.

[deleted-user]

Is it fair to assume the marginal profit in 2025 is closer to 40 % than 20 % due to the high income from Dara which contribute with maybe 90 % profit?

[deleted-user]

I guess a fair benchmark is 20-25 % for revenue related to own products

[E_L]

i find it very hard to predict, your Dara comment is fair, however, IF the epco and Biontech programs are successfull, we will probably still see massive investmens in 2024-2025 in additional Ph3 trials, thereby still cutting margins in those years?

[deleted-user]

EPS 1.96 2025 is to low. And more likely to be around 2.5-3.0... or I hope

[E_L]

hope is a great investment strategy

[deleted-user]

If the margin is around 40 % it will reflect running cost of 18 bDKK - think about that number versus 2021

[E_L]

sounds crazy doesn't it...

[deleted-user]

I know the numbers contains more uncertainty than safety

[Helge_LarsenPI-redaktør]

Utroligt hvad en dårlig jobrapport kan gøre ved røde aktiekurser.

[Bulder]

Man tør slet ikke tænke på, hvis der var kommer 1 mio i arbejde. Så var kurserne da raslet ned.

[E_L]

i think the lesson from this should be: it is best not to work Have a good weekend

[Helge_LarsenPI-redaktør]

[Helge_LarsenPI-redaktør]

Also good weekend to you E L .

[Bulder]

Arbejde er noget opreklameret juks.

[Bulder]

Spøjst nok lukkede ADS'en i går i netop 2295.

[Helge_LarsenPI-redaktør]

BTK: Endelig comeback for US biotech, men foran vigtig modstand
https://www.proinvestor.com/investornyt/674898/btk-endelig-comeback-for-us-biotech-men-foran-vigtig-modstand

[Solsen]

En kommentar fra Artisan https://finance.yahoo.com/news/why-artisan-partners-reduced-genmab-170410133.html

[Solsen]

winkel