Genmab — Januar 2020

StockBull

Den er er også meget sjov og man ser tydligt CWH er intakt https://nbg1.your-objectstorage.com/proinvestor-dev/forum/boards/81009_sjov.JPG

Jørn_B

@Stockbull. Tak... Lad os bare holde os til den sidste, så er jeg ikke utilfreds

Bulder

Ritzau skriver at Cassiopeia er godkendt i Japan. Det passer vist ikke. Jeg har ikke kunnet finde noget på Japan. I USA derimod er Cass godkendt. Til gengæld kan vi snart forvente godkendelse af Maia i Japan. Ansøgning 5. april.

Bulder

... sidste år, og da Alcyone tog 9-10 mdr i Japan, må det være lige oppe over.

Bulder

Har de overhovedet søgt på Cassiopeia i Japan? Jeg kan ikke finde noget. Andre?

Darvin

Kkjoel 15.32 and EL 15.51 - my estimates, based on exactly the same growth figures in the US as in 2019 and a sharp reduction in growth ROW will be 4.3 with upside to 4.4. I am lowering ROW growth to one third of growth in 2019. It should be said that SC can mean higher growth rates in 20 than in 19, but I did not take that into consideration, but instead use it to maintain the growth rate of 2019. If SC give an increased growth rate, we should probably go higher.

Darvin

And I've deducted 14 percent off sales

Nike

Har dollar-kursen nogen betydning for udregningen af mile-stone?

E_L

@Bulder you are correct imo, it is the US, not Japan

E_L

you can always check in the press releases, they state all the approvals

Bulder

I have checked. Couldn't find anything on Japan. Not even a submission on Cassiopeia.

E_L

actually in the last press release the add MAIA for Japan, is that a mistake or did they forget to inform us on the approval? quote
:

E_L

link easier https://ir.genmab.com/news-releases/news-release-details/genmab-announces-european-marketing-authorization-darzalexr-2

StockBull

Vil ikke blive forbavset hvis Jan guider Dara royality 4.4-4.8 kr for 2020. For 2019 er mit bud 3.050 mia KR

Bulder

Can't find it. Only split dose for Japan.

E_L

@Nike yes, and not very positive in this case ; all european sales are converted into $ to calculate the total sales number for JNJ in $, on which the milestone is based. So a stronger $ means lower $ sales

E_L

Q3 saw a negative $ impact on dara sales of about 3% or 15mn ; that could just make the difference of making the milestone or not

Bulder

Now I see it:
in combination with lenalidomide and dexamethasone for the treatment of patients with newly diagnosed multiple myeloma who are ineligible for autologous stem cell transplant

E_L

Bulder , look under the header 'About DARZALEX....; and there the last paragraph starts with In Japan, DARZALEX intravenous infusion is approved for '....'

E_L

shoot