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Genmab, de Deense parel

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Pagina: «« 1 ... 147 148 149 150 151 152 »» | Laatste | Omlaag ↓
  1. sheriff Grover 23 februari 2021 11:33
    quote:

    catch22 schreef op 23 februari 2021 10:42:


    Opnieuw een grote correctie van meer dan 4%. Zou het de licentie ruzie met J&J zijn die verkeerd is afgelopen ?


    Neee dat geloof ik niet .... als die uitspraak er ligt moet het meteen bekend gemaakt worden , ik denk eerder beleggers die wat zenuwachtig zijn over wat voor verhaal JvdW vanmiddag gaat afsteken en liever even aan de zijkant blijven.

  2. sheriff Grover 23 februari 2021 18:10
    Hi FredK ik zou het hier in zoeken .......

    * By 2021, however, primarily higher research and development costs - as well as the absence of the one-off payment from Abbvie - will significantly lower operating profit again. Genmab expects an EBIT of DKK 1000-2000 million for 2021, compared to an expected DKK 3162 million among analysts.

    * Darzalex is expected to continue growth this year, with sales of $5.2-5.6 billion for partner Johnson & Johnson. It is expected to give Genmab royalty proceeds of DKK 4900-5300 million.

    * Genmab starts a share buy-back programme of up to 200,000 own shares as a result of the financial statements. This is primarily to avoid dilution in connection with the Company's warrant program.



    Alle drie nou geen punten om te juichen ..... IMHO
  3. Fredk 23 februari 2021 19:34
    quote:

    sheriff Grover schreef op 23 februari 2021 18:10:


    Hi FredK ik zou het hier in zoeken .......

    * By 2021, however, primarily higher research and development costs - as well as the absence of the one-off payment from Abbvie - will significantly lower operating profit again. Genmab expects an EBIT of DKK 1000-2000 million for 2021, compared to an expected DKK 3162 million among analysts.

    * Darzalex is expected to continue growth this year, with sales of $5.2-5.6 billion for partner Johnson & Johnson. It is expected to give Genmab royalty proceeds of DKK 4900-5300 million.

    * Genmab starts a share buy-back programme of up to 200,000 own shares as a result of the financial statements. This is primarily to avoid dilution in connection with the Company's warrant program.



    Alle drie nou geen punten om te juichen ..... IMHO


    Dank voor uw snelle analyse S.Grover
  4. sheriff Grover 24 februari 2021 08:43
    Genmab/CEO: Three products could turn into five this year - GENT
    24/2 06:34
    Genmab's three earnings horses may well turn into five during 2021.

    - The most important milestone for us this year is that we hope to get two new products approved, which are basically created with technology from Genmab. One is Johnson & Johnson's Amivantamab, and the other is Tisotumab Vedotin, CEO Jan van de Winkel told Ritzau Finans.

    It is only about two weeks since Genmab and partner Seagen applied for marketing authorisation in the United States for Tisotumab Vedotin to treat cervical cancer based on phase 2 studies.

    Normally, the processing time in the U.S. is ten months, but Genmab hopes the process will speed up.

    - We're clearly hoping for accelerated approval. We do not yet know, but we hope that we can get the molecule approved in the second half of the year in the United States, says Jan van de Winkel.

    Johnson & Johnson is also a long way from drug candidate Amivantamab against non-small cell lung cancer. The product was created on the basis of Genmab's platform with bispecific medicines, and Genmab can therefore look forward to high single digits and up to double-digit royalties from the sale.

    - Amivantamab has breakthrough therapy designation, so it can go much faster. And in fact, Amivantamab could potentially come on the market in the first half of this year. But it's up to Janssen and the regulatory process at the FDA. But I think it is quite possible that this year we will have two products approved, so that we collectively come up to five molecules created with Genmab technology, says Jan van de Winkel.

    However, Genmab's forecast for 2021 only includes royalties from the sale of the cancer drug Darzalex and, to a lesser extent, from the eye agent Tepezza and Kesimpta in return for multiple multiple sclerosis.

    Amivantamab and Tisotumab Vedotin, on the other hand, are not included.

    - It will be pure upside, says Jan van de Winkel.
  5. sheriff Grover 24 februari 2021 17:50
    quote:

    catch22 schreef op 24 februari 2021 17:27:


    Dat wordt weer veel geduld hebben na de geschetste vooruitzichten n.a.l.v
    Van het jaarverslag. Een koers van 2700dkr is buiten een overname ver weg denk ik



    Ach wie weet valt het mee Catch22 , het kan ook zo maar weer snel gaan ..... dat hebben we tenslotte vorig jaar gezien met de rit van 1100 naar 2300 in amper 4 maanden tijd .
    Maar het is wel weer van dik hout zaagt men planken met Genmab : van 2550 naar 2150 op 5 dagen tijd en inmiddels een YTD score van - 14 % om nog maar niet van de high van 2786 te spreken ;o)
    Het is evident dat het door JvdW gebrachte verhaal vooralsnog niet erg gewaardeerd wordt .
    Laat er aub maar snel duidelijkheid komen omtrent die arbitrage zaak met JnJ .
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