Genmab — Oktober 2020

[E_L]

better as my forecast

[E_L]

big landmark > 1bn $ quarter

[BioShare]

USD 1,099 million in the third quarter of 2020. Net trade sales were USD 585 million in the U.S. and USD 514 million in the rest of the world.

[Bulder]

also better than mine

[Bulder]

No problem reaching +4bn

[kkjoel]

sc is really making an impact, huh?!

[Bulder]

Us up 19%!

[kkjoel]

sc kan vise sig at være en langt vigtigere konkurranceparameter end nogen havde turdet forestille sig!
(undtagen JvW og McJean, naturligvis

[AaBforever]

DK -0,04%

[AaBforever]

Så er jeg mere rolig..:-D

[Bulder]

Det tager måske lidt længere tid for sc at slå igennem i row?

[svak]

7,2 % bedre end concensus er da vær at tage med

[peter12]

Det svarer til et recepttal for september på 247M ? Mon ikke det lugter af opjustering senere ?

[Helge_LarsenPI-redaktør]

J&J leverer bedre end ventet salg drevet af Darzalexhttps://www.proinvestor.com/investornyt/668541/jj-leverer-bedre-end-ventet-salg-drevet-af-darzalex-ny

[Bulder]

Hvad var Genmabs årsguidning? Var det ikke 3,9-4,2?

[E_L]

yes. i would not expect an upgrade in these uncertain times.

[Bulder]

If US repeats +19% in Q4, they will end in the very top of the interval.

[E_L]

i think we could see a very difficult situation in Q4
in hospitals and cancer care unfortunately

[Plimsoller]

Why do you think that the situation in Q4 will be more difficult than the situation was in Q1/Q2 E L?

[E_L]

Because we see so many patients going into hospitals again with Covid, like Q1, Q2. Many countries are locking down partially again ,in NL hospitals are already scaling down regular care and are already canceling some standard procedures/surgical as hospital/ staf capacity is needed for Covid