Genmab — Januar 2021

E_L

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

E_L

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

Solsen

Just a optimistic guess But Amyloidosis will kick in too.

E_L

yes, and faster as many expect

Bulder

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

Darvin

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

Darvin

After all, we have faspro, amyloidosis and new indications

Darvin

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

Bulder

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.

Bulder

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

Bulder

"flatten out" - kan man sige det?

JørgenVarnæs

jep - screw up the expextations

Bulder

Doublo

ha-ha lyd
er næsten som the julekalender

Darvin

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

troldmanden

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

GeorgeBest

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

Solsen

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

Solsen

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

GeorgeBest

Mon ikke JNJ skelnede til hvad Sanofi får betalt for Sarclisa...