Genmab — Oktober 2020

[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

[peter12]

EL why did you sell your GMAB
?

[E_L]

and already the level of care never recovered over the summer to the level before covid

[E_L]

did I?

[E_L]

I think if we make $4bn in Dara sales this year, that is an amazing accomplishment given current situation

[E_L]

SC is already helping in care, but not enough yet i think, i doubt we are seeing home administration yet on a large scale

[Bulder]

JnJ has already revised it's sales for 2020 upwards