Genmab — Juli 2017
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Hvad betyder "proteinuria numbers"?
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Monoclonal gammopathy of renal significance (MGRS)
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Tak:-)
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Novods bud "The underlying Darzalex traction in the US has stagnated somewhat in Q2, which could be attributed to: 1) monthly and quarterly variations; 2) stocking variations; and 3) doctors awaiting the Pomalyst+Darzalex combo, which came in mid-June. Especially the latter could explain the flat performance in June versus May as we know that many doctors at ASCO expressed anticipation of the Pomalyst combo approval given that many patients need that specific combo as the majority have already
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Tak jky. Det lyder rigtigt, hvad novod siger. Juli har kun 20 dage, men ketchupflasken bliver rystet godt og grundigt
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Han glemmer vel pkt 4 at der er mange store forsøg søsat som kan give en kortvarig stagnering. Men forventer der opjusteres med en femmer når tallene rettes til, ligesom de cutter en femmer når $ falder. Desuden regner jeg med at Genmab sender halvdelen af de ikke "redegjorte" royalties direkte til Proinvestors festkasse, altså omkring en 7-8 mill. hvis vi regner med 12% royalties, det ville være fair nok.
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Jeg ville tilføje et 5. punkt: Den behandling patienterne får starter med 2 behandlinger om ugen i et vist antal uger, hvorefter antallet af behandlinger nedsættes efterhånden gradvist de efterfølgende uger/måneder. Hvis der ikke kommer tilstrækkeligt med nye patienter, der starter med behandlinger vil salget af Darzalex falde.
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På svær opgave med Genmab på Play i dag: https://play.borsen.dk/social/596ef90645628ff8172088b1
det bliver en fest!
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