Genmab — Januar 2017

[Bulder]

We don't get the numbers from ISM. We get them from Symphony Health. ISM-numbers are weekly - as far as I know - for those who pay.

[Anette_Sønderskov]

Azerra og MS. FirstView Report: Multiple Sclerosis: Low satisfaction scores plague 9 of 10 therapies surveyed. Det ser ud til at der ikke er voldsom stor loyalitet over MS-medicin. Jeg har ikke adgang til selve rapporten. Hvad tænker I i forhold til Azerra? Det ser ud til, at det er et rigtig svært marked. http://eu.fwreports.com/firstview-nps/nps-multiple-sclerosis-eu5-2016/?utm_source=eblast&utm_medium=mail&utm_term=benefit&utm_content=firstview&utm_campaign=596200676#.WHybhcvqGhA

[Bulder]

Det er så måske netop Arzerras chance.

[Mcjean]

Nice question Globalmacro7. In august they first arrived the 4 wedneysday. Sept. okt and dec. it was the 3 wednesday, so your right, have can we be sure? Looking at the stock today it seems like its not this wednesday but more likely 25.

[Mcjean]

have=how

[Bulder]

Det passer så osse med næstsidste onsdag i alle månederne

[bibob]

Anyway.- we all sure hope that it will be good numbers.

[Bulder]

Og stadigvæk: Vi får tallene fra symphony Health. Og det andet foretagende hedder vist IMS og ikke ISM.

[royal]

Der var 5 onsdage i august 2016.

[royal]

Så bulder har ret.

[globalmacro7]

All right, thanks GeorgeBest and Mcjean. By the way it’s indeed probably Symphony health instead of IMS. Either way we’re talking about the same number.

[globalmacro7]

I just did the check:
There are 3 months where the 2nd last Wednesday is before the 20th of that month:
February 2016: data came in on the last Wednesday of the month (25-2),
May 2016: data came in on the last Wednesday of the month (25-5)
2nd last Wednesday was the 18th for February 2016 as well as May 2016.

[globalmacro7]

However in October 2016 the data did came in on the 2nd last Wednesday of the month (19-10).
So either it changed during the year or the data will not be published before the 19th.
Based on these findings I would say we can’t conclude anything and just have to wait

[Mcjean]

Think your right about the theory "before 19 th." or maybe even 20th. but we will see

[globalmacro7]

Either way, the number will surely be positive and the future looks very bright. I believe Dara is going parabolic in 2017, hitting the $2 billion mark at the end of the year.

[Mcjean]

better estimate than mine:-)

[Bulder]

I agree with the $2 billion mark

[GeorgeBest]

wow 2 billion. That is aggressive

[Helge_LarsenPI-redaktør]

Q&A med Morten Melander fra Nordea Marked på torsdag d. 19. kl. 15 omkring Bull og Bearinstrumenterne. Meld dig til og stil dine spørgsmål allerede nu i Q&A-chatten: http://www.proinvestor.com/index.php?p=q-and-a&groupid=79

[bibob]

I prefere to say 1,7 billion to be conservative. - Like JvdW