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Genmab — Januar 2021

Planlagt Fastgjort Låst Flyttet Genmab
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  • JørgenVarnæsJ Offline
    JørgenVarnæsJ Offline
    JørgenVarnæs
    wrote on sidst redigeret af
    #780

    lidt grov hovedregning siger at USD faldt med små 10% mod EUR over 2019. Fra 6,77 til 6,15 - det giver et gns USD niveau på mellem 6,4 - 6,5 over året

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    • JørgenVarnæsJ Offline
      JørgenVarnæsJ Offline
      JørgenVarnæs
      wrote on sidst redigeret af
      #781

      guidance var usd 6,5 for helåret

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      0
      • troldmandenT Offline
        troldmandenT Offline
        troldmanden
        wrote on sidst redigeret af
        #782

        Doublo du skal jo se kursen i forhold til budget for 2020 som var 6,5. De kurssikre helt sikkert løbende. Men ender det med snit på 6,2 i år (de fleste analytikere regner stadig med dollaren vil falde signifikant i år) så er det stadig 5% mindre i dkk. Så dollarens fald har helt sikkert en negativ indflydelse på 2021 forventninger. Spørgsmålet er blot hvor meget

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        • troldmandenT Offline
          troldmandenT Offline
          troldmanden
          wrote on sidst redigeret af
          #783

          deres indtjening i dollar er signifikant større end deres udgifter i dollar

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          • JørgenVarnæsJ Offline
            JørgenVarnæsJ Offline
            JørgenVarnæs
            wrote on sidst redigeret af
            #784

            en naturlig guidance vil være usd = 6,0

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            0
            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #785

              https://biotechradar.eu/european-listed-biotech-landscape-2020-review-and-outlook-for-2021/ has a small Genmab summary on page 3

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              0
              • Helge_LarsenPI-redaktørH Offline
                Helge_LarsenPI-redaktørH Offline
                Helge_LarsenPI-redaktør
                wrote on sidst redigeret af
                #786

                Darzalex salg i December var USD 277.4 millioner. December havde 22 arbejsdage mod novembers 19. Målt dagsbasis er det en stigning på 0,9%.

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                • Helge_LarsenPI-redaktørH Offline
                  Helge_LarsenPI-redaktørH Offline
                  Helge_LarsenPI-redaktør
                  wrote on sidst redigeret af
                  #787

                  Darzalex Faspro 49% af det samlede salg

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                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #788

                    !! thanks, that is actually a remarkably good number!!

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                    0
                    • Helge_LarsenPI-redaktørH Offline
                      Helge_LarsenPI-redaktørH Offline
                      Helge_LarsenPI-redaktør
                      wrote on sidst redigeret af
                      #789

                      🙂

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                      • BulderB Offline
                        BulderB Offline
                        Bulder
                        wrote on sidst redigeret af
                        #790

                        Dvs vi kan forvente et JnJ tal i næste uge på ikke under 600 mio for us. Selv uden stigning i row ender vi pænt over 4 mia.

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                        • BulderB Offline
                          BulderB Offline
                          Bulder
                          wrote on sidst redigeret af
                          #791

                          ... og tak Helge

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                          • SolsenS Offline
                            SolsenS Offline
                            Solsen
                            wrote on sidst redigeret af
                            #792

                            I dont think $5,5bn for 2021 is enough.

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                            0
                            • S Offline
                              S Offline
                              Stroka
                              wrote on sidst redigeret af
                              #793

                              Straks efter at tallene blev lagt her i chatten steg kursen op over 2.700. Imponerende.

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                              • I Offline
                                I Offline
                                iboge
                                wrote on sidst redigeret af
                                #794

                                Bulder 13.53: ca 645 mio $ for US i 4. kvartal.

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                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #795

                                  You could very well be correct @Solsen , and I hope you are 😉 My worry is that hospitals around the world are still under tremendous pressure and will be for many months to come and many patients will not go to their doctors with complaints because they are too scared to go 😞

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                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #796

                                    Bulder is a bit conservative, as I am since we had a few quarters where real sales vs receptals were around 20% difference

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                                    • SolsenS Offline
                                      SolsenS Offline
                                      Solsen
                                      wrote on sidst redigeret af
                                      #797

                                      Just a optimistic guess 😉 But Amyloidosis will kick in too.

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                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #798

                                        yes, and faster as many expect 😉

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                                        • BulderB Offline
                                          BulderB Offline
                                          Bulder
                                          wrote on sidst redigeret af
                                          #799

                                          Nevertheless, there is a bit to go from 4,1 to 5,5 bn

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