Genmab — Marts 2017
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Hvad siger "kaptajnen" (Helge) ? Kommer du på play med en lykkepille ?
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Jeg er meget tilfreds. Er enig med Danske som understregerher til morgen, at udrulningen outperformer konkurrenterne. Forløbig er salget for Jan og feb over deres estimater.
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enig
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Banken mener også at deres estimat for hele Q1 på 188 mil kan blive overgået.
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Ja.
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(tom indlæg)
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De fastholder estimat på 1.400 i samlet salg i 2017.
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(tom indlæg)
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Danske konkluderer,
at februar er en smule bedre end deres forventninger. -
Endvidere "We see upside to the guidance based on:
• Daily sales projections using the growth trend for the past 12 months (6-7%), suggesting USD 1.1bn in US Darzalex sales in 2017 (see calculations below), with the European sales then being added.
• Potential label expansion in third-line to include a Pomalyst combination.
• Potential off-label sales in frontline MM driven by the upcoming frontline data likely for release in H2." -
Rachel opsummerede i går på Investordagen, at der er ialt 40 igangværende forsøg med Dara
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Mekanismen bag Daras virkning på immunforsvaret er videnskabeligt klarlagt, men endnu ikke bevist i klinikken.
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