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Genmab — Oktober 2019

Planlagt Fastgjort Låst Flyttet Genmab
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  • JørgenVarnæsJ Offline
    JørgenVarnæsJ Offline
    JørgenVarnæs
    wrote on sidst redigeret af
    #1093

    Den hyppigste bevægelse er stigning op til at hurtig nedstigning efterfølgende

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    • SolsenS Offline
      SolsenS Offline
      Solsen
      wrote on sidst redigeret af
      #1094

      Jeg er ret sikker på, at de pris
      stigninger der er set på revlimid presser daras gennemslagskraft/penetrering i markedet. Måske derfor rabatten øges.

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      • P Offline
        P Offline
        peter12
        wrote on sidst redigeret af
        #1095

        @EL 10:33 I found the origin of July number. Helge wrote August 3,5% higher than July 😉

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        • P Offline
          P Offline
          peter12
          wrote on sidst redigeret af
          #1096

          So 150,2 is correct 😉

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          • P Offline
            P Offline
            peter12
            wrote on sidst redigeret af
            #1097

            I guess

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            • B Offline
              B Offline
              Bella1
              wrote on sidst redigeret af
              #1098

              Intet nyt under kommoden 🙂

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              • M Offline
                M Offline
                Mcjean
                wrote on sidst redigeret af
                #1099

                Det er vel ikke urealistisk at 950 nås ultimo 19 samlet, måske endda 1000. Så må vi alt andet lige være nærmere 5bn$ for 2020 end 4bn$. Med en 10% stigning kvartallet næste år endda nærmere 6 end 5. Så analytikerne kan godt finde deres kugleramme frem.

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                • M Offline
                  M Offline
                  Mcjean
                  wrote on sidst redigeret af
                  #1100

                  Glem de 6, nærmere 4,5-4,8

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                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #1101

                    price went up 5.1% in 2017, 4.9% in 2018 and 4% last januari. I think rebates/discounts probably stable from here into next year. Number of MM patients up 3-4%. So i assume an 8% rise , JUST from this.

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #1102

                      2019/2018 growth Y/Y will probably land just above 50%

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                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #1103

                        We will have 1st line in Europe, Japan and US

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                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #1104

                          and SC in H2

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                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #1105

                            you take your guesses, but I agree 4.3-4.5 should be possible

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                            • P Offline
                              P Offline
                              Plimsoller
                              wrote on sidst redigeret af
                              #1106

                              I guess much depends on the schedule for SC. Unfortunately it does not look like it gets PR, or is that too early to say anything about?

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                              • StockBullS Offline
                                StockBullS Offline
                                StockBull
                                wrote on sidst redigeret af
                                #1107

                                12 Sept var knosensus 4.2 så Genmab guiding for 2020 lander over 4.5 bør det give 10 hurtige % på kursen

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                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #1108

                                  i am assuming we don't get PR and get approval somewhere end Q2

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                                  • M Offline
                                    M Offline
                                    Mcjean
                                    wrote on sidst redigeret af
                                    #1109

                                    I dont agree in your 4,3 prediction its too conservative for my taste, are you working in bank?:-) I think they will guide 4.5 and correct it in dec. to 4.8 incl. discounts. Remember chairproblem, more maintenance patient and not 10.000 in clinical trials anymore or?

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                                    • StockBullS Offline
                                      StockBullS Offline
                                      StockBull
                                      wrote on sidst redigeret af
                                      #1110

                                      JPM har 4.3 for 2020 og 5.1 for 2021.

                                      1 Reply Last reply
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                                      • M Offline
                                        M Offline
                                        Mcjean
                                        wrote on sidst redigeret af
                                        #1111

                                        Stockbull hvad er PE ved guiding på 4.5 og kursen ifølge dig? 40 og 2000?

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                                        • StockBullS Offline
                                          StockBullS Offline
                                          StockBull
                                          wrote on sidst redigeret af
                                          #1112

                                          Kan ikke lige huske pe værdi og har ikke lige mit regneark med på ferie

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