Genmab — Oktober 2020

[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

[Bulder]

STOCKHOLM (Nyhetsbyrån Direkt) Johnson & Johnson, en amerikansk tillverkare av hälso- och sjukvårdsprodukter, spår en försäljning för helåret 2020 om 82,0-82,8 miljarder dollar.
Det framgår av delårsrapporten.
Bolaget förväntade sig tidigare en försäljning mellan 81,0 och 82,5 miljarder dollar.

[Plimsoller]

Ok. You may be right. In Denmark we see an increase in numbers (infected, which is also due to the extensive testing, and hospitalised people, both which seem to be moving in the right direction at the moment. In addition people spend less time in the hospitals with the disease than they did at the earlier stages. This due to better treatment, but it also seems like the segment of people in the hospitals is different this time around (that can of course change).

[E_L]

Denmark seems to be doing really wel atm compared with others, NL actually rather bad; situation worsened super fast over the past few weeks. as in other countries

[Plimsoller]

Indeed, but other countries also came into a hold the first time around, and the saIe is still on track. I must admit that I don't see the big difference compared to Q1/Q2, other than everyone being better prepared. I hope that I am right and you are wrong - primarily for the patients` sake!

[E_L]

me too!

[E_L]

@Bulder
they dont provide separate Dara guidance, do they

[Bulder]

No, its total, but Darzalex is an important part of it.

[deleted-user]

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[deleted-user]

På baggrund af dagens dara tal hæver Jefferies "bunden" på den negative effekt patentslagsmål mellem JnJ og Genmab, vil have på Genmab' værdiansættelse. Nu "blot" - 15 % mod tidligere - 25 %, såfremt sagen ikke falder ud til Genmabs fordel