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Genmab — Januar 2021

Planlagt Fastgjort Låst Flyttet Genmab
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  • Helge_LarsenPI-redaktørH Offline
    Helge_LarsenPI-redaktørH Offline
    Helge_LarsenPI-redaktør
    wrote on sidst redigeret af
    #1112

    Tirsdagens aviser med Falck, Mærsk og ATP
    https://www.proinvestor.com/investornyt/671433/tirsdagens-aviser-med-falck-maersk-og-atp

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    0
    • D Offline
      D Offline
      Doublo
      wrote on sidst redigeret af
      #1113

      God morgen...hvad bliver spændende kl. 12:30 Pensionisten? er J&J ikke først lige før US åbning kl. 15:30

      1 Reply Last reply
      0
      • Helge_LarsenPI-redaktørH Offline
        Helge_LarsenPI-redaktørH Offline
        Helge_LarsenPI-redaktør
        wrote on sidst redigeret af
        #1114

        Ses vi? Tilmelding til Proinvestors webinar med Bactiquant i aften kl. 18 på link. https://bactiquant.com/investors

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        0
        • SolsenS Offline
          SolsenS Offline
          Solsen
          wrote on sidst redigeret af
          #1115

          Kesimpta (ofatumumab, formerly OMB157) (USD 15 million) was launched in the US following FDA approval in August. To initiate access, we are providing Kesimpta free of charge to US patients who are eligible for reimbursement until they are covered by their insurance. Kesimpta is a targeted B-cell therapy that can deliver sustained high efficacy, with a favorable safety profile and the flexibility of an at home self-administration for a broadpopulation of RMS patients. We have seen a promising

          st

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          • SolsenS Offline
            SolsenS Offline
            Solsen
            wrote on sidst redigeret af
            #1116

            We have seen a promising start with our flexible hybrid face-to-face / digital l
            aunch.

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            0
            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #1117

              so the first reimbursements started. would be nice to get a feel how many patients they have reached, maybe there will be a bit more in the presentation

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              0
              • K Offline
                K Offline
                kkjoel
                wrote on sidst redigeret af
                #1118

                JnJ Q4-regnskabet er 12:30 CET (8:30 AM EST) - de plejer at lande det præcist. https://johnsonandjohnson.gcs-web.com/events-and-presentations

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                • D Offline
                  D Offline
                  Doublo
                  wrote on sidst redigeret af
                  #1119

                  Tak Pensionisten og KKjoel for oplysning om tidspunkt

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                  0
                  • D Offline
                    D Offline
                    Doublo
                    wrote on sidst redigeret af
                    #1120

                    Hvad er gode salgstal for Darzalex og Kesimpta og hvor meget er indregnet altså forventet, ved nogen det?

                    1 Reply Last reply
                    0
                    • Helge_LarsenPI-redaktørH Offline
                      Helge_LarsenPI-redaktørH Offline
                      Helge_LarsenPI-redaktør
                      wrote on sidst redigeret af
                      #1121

                      Ritzau hænger vist lidt i bremsen. https://www.proinvestor.com/investornyt/671453/genmab-darzalex-salg-steg-50-pct-pa-arsbasis-i-december

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                      • JørgenVarnæsJ Offline
                        JørgenVarnæsJ Offline
                        JørgenVarnæs
                        wrote on sidst redigeret af
                        #1122

                        jvf børsen tror citi bank på 4,336 mia. dollar i alt

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                        0
                        • JørgenVarnæsJ Offline
                          JørgenVarnæsJ Offline
                          JørgenVarnæs
                          wrote on sidst redigeret af
                          #1123

                          hvoraf 2,255 mia. dollar i USA

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                          0
                          • BulderB Offline
                            BulderB Offline
                            Bulder
                            wrote on sidst redigeret af
                            #1124

                            Gode darzalextal Q4 kunne f.eks være: (us+row) 660+570=1230 mio$

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                            0
                            • JørgenVarnæsJ Offline
                              JørgenVarnæsJ Offline
                              JørgenVarnæs
                              wrote on sidst redigeret af
                              #1125

                              og konsensus er 4,154 mia. dollar.

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                              • D Offline
                                D Offline
                                Doublo
                                wrote on sidst redigeret af
                                #1126

                                WOW

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                                • BulderB Offline
                                  BulderB Offline
                                  Bulder
                                  wrote on sidst redigeret af
                                  #1127

                                  min prognose giver så 4167

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                                  0
                                  • BulderB Offline
                                    BulderB Offline
                                    Bulder
                                    wrote on sidst redigeret af
                                    #1128

                                    andre bud?

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                                    0
                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #1129

                                      hmmm...
                                      i am at the low end (as usual lol), i had 4,070-4,145 . with the receptals we have seen and a similar ratio US: ROW i don't see how we can get much higher

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                                      0
                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #1130

                                        Novartis presentation: Broad adoption ~1000 patients treated in 1st 4 months
                                        of launch4
                                        , 17% naive5
                                        https://www.novartis.com/sites/www.novartis.com/files/q4-2020-investor-presentation.pdf

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                                        0
                                        • G Offline
                                          G Offline
                                          GeorgeBest
                                          wrote on sidst redigeret af
                                          #1131

                                          My guess for Q4 will be $610M for US and $625M for ROW. In total it should be very close to the upper band of the guidance of $4.2 billion

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                                          0

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