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Genmab — Januar 2021

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • 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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              • DarvinD Offline
                DarvinD Offline
                Darvin
                wrote on sidst redigeret af
                #800

                Bulder - it sounds like something of an increase, but it will actually be a smaller increase than 2019 - 2020 🙂

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                • DarvinD Offline
                  DarvinD Offline
                  Darvin
                  wrote on sidst redigeret af
                  #801

                  After all, we have faspro, amyloidosis and new indications

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                  • DarvinD Offline
                    DarvinD Offline
                    Darvin
                    wrote on sidst redigeret af
                    #802

                    In my sheet, the rate of increase has actually increased over the quarters of 2020

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                    0
                    • BulderB Offline
                      BulderB Offline
                      Bulder
                      wrote on sidst redigeret af
                      #803

                      I expect the increase to get smaller and smaller from year to year. If we reach 5,5 this year, I would expect 6,5 next year. Unless of course a large new indication comes up.

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                      • BulderB Offline
                        BulderB Offline
                        Bulder
                        wrote on sidst redigeret af
                        #804

                        We are over the steep beginning. The curve will flatten out.

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                        0
                        • BulderB Offline
                          BulderB Offline
                          Bulder
                          wrote on sidst redigeret af
                          #805

                          "flatten out" - kan man sige det?

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                          • JørgenVarnæsJ Offline
                            JørgenVarnæsJ Offline
                            JørgenVarnæs
                            wrote on sidst redigeret af
                            #806

                            jep - screw up the expextations

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                            • BulderB Offline
                              BulderB Offline
                              Bulder
                              wrote on sidst redigeret af
                              #807

                              🙂

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                              • D Offline
                                D Offline
                                Doublo
                                wrote on sidst redigeret af
                                #808

                                ha-ha lyd
                                er næsten som the julekalender

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                                • DarvinD Offline
                                  DarvinD Offline
                                  Darvin
                                  wrote on sidst redigeret af
                                  #809

                                  Enig i at man normalt vil se en udfladning. Der er blot det (dejlige) fakta, at stigningstakten har været tiltagende. Tror ikke udfladningen kommer allerede nu, men den kommer og fred med det —- Screw up ! Tja “korrekt” oversat mener JV skru op for ... men med lidt frækhed kunne det jo også tydes til noget lidt mindre dejligt 😉

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                                  • troldmandenT Offline
                                    troldmandenT Offline
                                    troldmanden
                                    wrote on sidst redigeret af
                                    #810

                                    Er FastPro ikke også lidt dyre....? Så det forstærker stigningen i oms mere end stigningen i andel behandlede patienter

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                                    0
                                    • G Offline
                                      G Offline
                                      GeorgeBest
                                      wrote on sidst redigeret af
                                      #811

                                      JNJ meddelte ved lancering at Faspro ville have samme pris som IV

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                                      • SolsenS Offline
                                        SolsenS Offline
                                        Solsen
                                        wrote on sidst redigeret af
                                        #812

                                        Smart af dem, når man ser på Genmab og deres uenighed om royalty.

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                                        • SolsenS Offline
                                          SolsenS Offline
                                          Solsen
                                          wrote on sidst redigeret af
                                          #813

                                          Ingen tvivl om at der ellers var basis for en højere pris.

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