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Genmab — November 2019

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • K Offline
    K Offline
    kkjoel
    wrote on sidst redigeret af
    #535

    (alle tal i $mio) Darza skal salge 832 i Q4 for at nå 3.000. US omsatte iflg. David Eatwell 39 i snit pr uge i okt => Q4 bliver derfor som minimum (uden vækst indregnet): 13*39 = 507. ROW skal derfor bare oms: 832-507 = 325. ROW omsatte i Q3 363. Så fligen af usikkerhed bør nu være helt bortvejret - med faktuelle salgstal! 🙂

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    • K Offline
      K Offline
      kkjoel
      wrote on sidst redigeret af
      #536

      Vi vil få meddelelsen om $2,5 mia. milepælen inden for få dage!

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      • BulderB Offline
        BulderB Offline
        Bulder
        wrote on sidst redigeret af
        #537

        Men er IMS-tallene reelle salgstal? - eller er de uden rabatter, ligesom SH-tallene.

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        • K Offline
          K Offline
          kkjoel
          wrote on sidst redigeret af
          #538

          Ja, det er jo et godt spørgsmål.

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          • BulderB Offline
            BulderB Offline
            Bulder
            wrote on sidst redigeret af
            #539

            Stiller du Winkel det?

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            • K Offline
              K Offline
              kkjoel
              wrote on sidst redigeret af
              #540

              Jep.

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              • BulderB Offline
                BulderB Offline
                Bulder
                wrote on sidst redigeret af
                #541

                Men du har ret. Hvis det er reelle tal, så er der absolut ingen problemer.

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                • K Offline
                  K Offline
                  kkjoel
                  wrote on sidst redigeret af
                  #542

                  Har lagt spørgsmålet op.

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                  • K Offline
                    K Offline
                    kkjoel
                    wrote on sidst redigeret af
                    #543

                    Bulder, ved vi om der er/kan være salgsmilepæle efter $3 mia., fx $5 mia?

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                    • BulderB Offline
                      BulderB Offline
                      Bulder
                      wrote on sidst redigeret af
                      #544

                      jeg ved det ikke

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                      • K Offline
                        K Offline
                        kkjoel
                        wrote on sidst redigeret af
                        #545

                        Ok.
                        I øvrigt ynes jeg ikke en fordobling af markedsandelsen på 6 md. efterfulgt af 33% stigning på 3 md. er synderligt beskedent. Snarere voldsomt 😉 Misforstår jeg dig eller hvad mener du mht. til disse stigningstakter?

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                        • BulderB Offline
                          BulderB Offline
                          Bulder
                          wrote on sidst redigeret af
                          #546

                          Det er små tal, så en fordobling kommer jo nemt.

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                          • BulderB Offline
                            BulderB Offline
                            Bulder
                            wrote on sidst redigeret af
                            #547

                            eatwell havde klart ventet mere af us, men bliver reddet af row

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                            • K Offline
                              K Offline
                              kkjoel
                              wrote on sidst redigeret af
                              #548

                              Ja sandt - det er møj spændende hvordan stigningstakten udvikler sig fremover.

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                              • BulderB Offline
                                BulderB Offline
                                Bulder
                                wrote on sidst redigeret af
                                #549

                                hvis de næste 6 mdr også giver en fordobling, og de næste 6 ... så skal det nok gå 😉

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                                • G Offline
                                  G Offline
                                  gentogen
                                  wrote on sidst redigeret af
                                  #550

                                  Fra abstracts: : Here we show for the first time that, although follow-up is still short, the combination of daratumumab and nivolumab may be a new therapeutic regimen with an acceptable safety profile in RRMM. Addition of low-dose cyclophosphamide did not improve ORR, but increased the frequency of infections and hematologic toxicity, when compared to ND alone. Therefore, the nivolumab-daratumumab regimen was selected for further evaluation

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                                  • G Offline
                                    G Offline
                                    gentogen
                                    wrote on sidst redigeret af
                                    #551

                                    Daratumumab is effective in heavily pretreated patients with MM associated AL amyloidosis. Quality of response improved over time with 60% of patients achieving CR or VGPR after 16 infusions

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                                    • G Offline
                                      G Offline
                                      gentogen
                                      wrote on sidst redigeret af
                                      #552

                                      Daratumumab showed high efficacy as a firstline treatment in newly diagnosed AL amyloidosis yielding a 100% objective hematologic response rate and a significant organ response rate even in high risk patients that usually have a very poor prognosi

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                                      • BulderB Offline
                                        BulderB Offline
                                        Bulder
                                        wrote on sidst redigeret af
                                        #553

                                        Hvor er det sidste citat fra?

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                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #554

                                          from Horizon transcript "Our 100-person teprotumumab team is now in place. It includes sales representatives, patient educators, reimbursement specialists, site-of-care specialists and medical liaisons. " etc https://finance.yahoo.com/news/edited-transcript-hznp-earnings-conference-013456892.html

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