Genmab — Februar 2019
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http://inrater.com/genmab-crowding-out-effekt/ Af Peter Hildebrandt
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Tak til EL for analysedeling.
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Peter Hildebrandt er altid skarp.
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Han må købe en kasse Heineken og nyde den.
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Subkutan injektion er fremtiden.
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Fra Davids svar til James Patrick Quigley (JP Morgan) på hans sprøgsmål om guidance/point estimates:
"A lot of the royalties come into Q4 for 2 reasons. One, we've got rising sales numbers quarter-by-quarter as we go throughout the year. But remember, we've got the tranches of royalties that come through. So in Q1, you're going to be starting off again but your royalty income is going to be at the 12% and 13% rising to the 16% and then going through for the last tranche in the fourth quarter the -
then. When we get to that point, you'll be at the 18%."
Så nu kender vi alle royalty-%erne (12, 13, 16, 18, 20) - det eneste vi ikke ved er præcis hvornår 18%-trinnet sætter ind. Men da de andre trin har været fuldstændigt regelmæssige, må man antage at det sidste trin følger samme mønster, altså:
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