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Genmab — Marts 2020

Planlagt Fastgjort Låst Flyttet Genmab
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  • E Offline
    E Offline
    E_L
    wrote on sidst redigeret af
    #1244

    From Novartis: At this time, we do not anticipate any delays to regulatory submissions.
     Upcoming launches of ofatumumab, capmatinib, inclisiran all filed with respective health authorities.
    Pre-launch activities continue as planned.
     Ofatumumab is manufactured in Switzerland https://www.novartis.com/sites/www.novartis.com/files/novartis-frequently-asked-questions-covid-19.pdf

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    • S Offline
      S Offline
      Sukkeralf
      wrote on sidst redigeret af
      #1245

      Nice E L

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      • S Offline
        S Offline
        Sukkeralf
        wrote on sidst redigeret af
        #1246

        The most problematic in my opinion is Genmabs CD20/CD3 - if it gets delayed due to hard times starting new clinical trials. Maybe even more important now to get a partner deal and BP on board. They can spend time planning and stuff while the Corona virus slow things down

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        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #1247

          yes, not easy to close a deal though when you can't meet anyone i imagine.. ideally you don't do this over the phone... cross fingers...

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          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #1248

            are we expecting anything from Symphony Health
            today?

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            • B Offline
              B Offline
              bibob
              wrote on sidst redigeret af
              #1249

              Yes E L. - Maybe silende. 😉

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              • B Offline
                B Offline
                bibob
                wrote on sidst redigeret af
                #1250

                Silence

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                • J Offline
                  J Offline
                  JKY_VH
                  wrote on sidst redigeret af
                  #1251

                  Hvis ikke der er "solgt" noget i februar, er der heller noget at rapportere om ud over 0, som nohope sikkert vil svare:-)

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                  • B Offline
                    B Offline
                    bibob
                    wrote on sidst redigeret af
                    #1252

                    😄

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                    • StockBullS Offline
                      StockBullS Offline
                      StockBull
                      wrote on sidst redigeret af
                      #1253

                      Pæn volumen - mon nogen allerede har set Feb. tallene

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                      • StockBullS Offline
                        StockBullS Offline
                        StockBull
                        wrote on sidst redigeret af
                        #1254

                        52.000 på første 25 min

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                        • Helge_LarsenPI-redaktørH Offline
                          Helge_LarsenPI-redaktørH Offline
                          Helge_LarsenPI-redaktør
                          wrote on sidst redigeret af
                          #1255

                          Just a moment...

                          favicon

                          (www.proinvestor.com)

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                          • nohopeN Offline
                            nohopeN Offline
                            nohope
                            wrote on sidst redigeret af
                            #1256

                            Februar tal er kun marginalt påvirkede af corona, eller slet ikke påvirkede. Det kommer først senere.

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                            • StockBullS Offline
                              StockBullS Offline
                              StockBull
                              wrote on sidst redigeret af
                              #1257

                              Nemlig. Og JNJ regnskab for Q1 will snart indikere hvordan landet ligger

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                              • S Offline
                                S Offline
                                Sukkeralf
                                wrote on sidst redigeret af
                                #1258

                                Mit gæt er at flere pharmaselskaber vil miste ca 1 måneds indtjening i år

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                                • S Offline
                                  S Offline
                                  Sukkeralf
                                  wrote on sidst redigeret af
                                  #1259

                                  omsætning - ikke indtjening ! Udgifterne vil formentlig også blive lavere, så i sidste ende vil det formentlig ikke være specielt drastisk

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                                  • StockBullS Offline
                                    StockBullS Offline
                                    StockBull
                                    wrote on sidst redigeret af
                                    #1260

                                    JNJ https://seekingalpha.com/news/3554647-j-and-j-finance-chief-warns-on-reliability-of-guidance-amid-covidminus-19-outbreak?utm_medium=email&utm_source=seeking_alpha&mail_subject=jnj-j-j-finance-chief-warns-on-reliability-of-guidance-amid-covid-19-outbreak&utm_campaign=rta-stock-news&utm_content=link-1

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                                    • troldmandenT Offline
                                      troldmandenT Offline
                                      troldmanden
                                      wrote on sidst redigeret af
                                      #1261

                                      Sukker vil du ikke uddybe den med oms vs indtjening? Mange af udgifterne er jo præcis de samme. Headcount, produktion, Marketing(den stiger måske i de lande hvor tv/online er lovligt)

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                                      • troldmandenT Offline
                                        troldmandenT Offline
                                        troldmanden
                                        wrote on sidst redigeret af
                                        #1262

                                        Jeg er enig i at mange kliniske studier vil se et langsomere optag og/eller blive startet senere op. Myndighedernes bebhandlingstider bliver alt andet lige også forsinket lidt

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                                        • S Offline
                                          S Offline
                                          Sukkeralf
                                          wrote on sidst redigeret af
                                          #1263

                                          Det sidste var mest minded på et selskab som Genmab - hvor der ikke er produktion, men kun royalty ! Her betyder udgifterne til klinikken osv en større del end for BP

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