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Genmab — Oktober 2018

Planlagt Fastgjort Låst Flyttet Genmab
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  • H Offline
    H Offline
    hda
    wrote on sidst redigeret af
    #3876

    Ja det er selvfølgelig rigtigt. Et helt kvartal med 1. linje salg i Europa. Mine evt. Bulls vil bare helst ikke overraskes af dårligt nyt i forbindelse med regnskab 🙂

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    • B Offline
      B Offline
      bibob
      wrote on sidst redigeret af
      #3877

      Kan man se Japan særskilt i ROW ??

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      • JørgenVarnæsJ Offline
        JørgenVarnæsJ Offline
        JørgenVarnæs
        wrote on sidst redigeret af
        #3878

        desværre ikke - vi ser kun en linie for RoW I JJ's regnskab, og GEN har ikke mere specifikation

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        • BulderB Offline
          BulderB Offline
          Bulder
          wrote on sidst redigeret af
          #3879

          Ikke ud fra JnJ's tal. Men jeg mener Genmab køber sig til nogle tal fra et analysebureau. Og Japan er jo kun 2. linje endnu.

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          • JørgenVarnæsJ Offline
            JørgenVarnæsJ Offline
            JørgenVarnæs
            wrote on sidst redigeret af
            #3880

            Det var allerede svært at forecast'e RoW - og rabatten gør det ikke nemmere

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            • B Offline
              B Offline
              bibob
              wrote on sidst redigeret af
              #3881

              Tak JV. Det kunne ellers være rart at kunne se hvor hurtigt salget udvikler sig der. !!

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              • BulderB Offline
                BulderB Offline
                Bulder
                wrote on sidst redigeret af
                #3882

                Spørg Winkel på Q&A om han ved noget specifikt om Japan

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                • StockBullS Offline
                  StockBullS Offline
                  StockBull
                  wrote on sidst redigeret af
                  #3883

                  Mon ikke vi lander i bulls eye på 2.15

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                  • B Offline
                    B Offline
                    bibob
                    wrote on sidst redigeret af
                    #3884

                    Hvordan kommer Dara i 1 linie i Japan. ? Følger de ikke US og EU så nogenlunde. ??

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                    • B Offline
                      B Offline
                      bibob
                      wrote on sidst redigeret af
                      #3885

                      God ide Bulder

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                      • StockBullS Offline
                        StockBullS Offline
                        StockBull
                        wrote on sidst redigeret af
                        #3886

                        Undre mig dog over vi ikke er over 1000kr idag

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                        • StockBullS Offline
                          StockBullS Offline
                          StockBull
                          wrote on sidst redigeret af
                          #3887

                          Tyder på Genmab skal til at handles på en betydlig lavere PE end tidligere hvor den lå i 50-60 niveau

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                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #3888

                            On Japan: We -- I think I mentioned last quarter that we
                            were starting to collect IMS data, but we're a little nervous of sharing it at the early stage
                            until we're able to compare with the Janssen commercial sales. Of course, I can't talk to
                            you about the individual country sales that we get reported from Janssen. But looking at
                            the Japan data for Q1, it was about $19 million of sales reported by IMS for Japan in Q1.

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                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #3889

                              So as I said, that's off to a fantastic start. And we're announcing sort of a monthly rate
                              coming through, according to the IMS data, of somewhere between $8 million and $9
                              million a month coming through. So when you look at that, we look to be good for a pretty
                              good number, a pretty good contribution for Japan for 2018. And hopefully, going forward
                              into 2019, we can start to get into the frontline once the Dara VMP is filed in Japan as
                              well.

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                              • BulderB Offline
                                BulderB Offline
                                Bulder
                                wrote on sidst redigeret af
                                #3890

                                Leads directly to the question: Has Janssen filed for frontline approval in Japan. I don't remember.

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                                • J Offline
                                  J Offline
                                  JohnW
                                  wrote on sidst redigeret af
                                  #3891

                                  @Stockbull, hvilken kurs får man med en PE 20-25 og topsalgsestimat på 9BUSD?

                                  1 Reply Last reply
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                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #3892

                                    i don't remember either. will you ask?

                                    1 Reply Last reply
                                    0
                                    • BulderB Offline
                                      BulderB Offline
                                      Bulder
                                      wrote on sidst redigeret af
                                      #3893

                                      Kurs 4000 ved royalty gns 17%

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                                      • J Offline
                                        J Offline
                                        JohnW
                                        wrote on sidst redigeret af
                                        #3894

                                        Så bliver jeg nok nødt til at købe nogle flere Genmab aktier 🙂

                                        1 Reply Last reply
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                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #3895

                                          where do we expect the next sales milestones by the way? $1.5bn and $2bn?

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                                          0

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