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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
    #1125

    og konsensus er 4,154 mia. dollar.

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    0
    • D Offline
      D Offline
      Doublo
      wrote on sidst redigeret af
      #1126

      WOW

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      0
      • 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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            • 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

                1 Reply Last reply
                0
                • JørgenVarnæsJ Offline
                  JørgenVarnæsJ Offline
                  JørgenVarnæs
                  wrote on sidst redigeret af
                  #1132

                  when we're looking at sales in USD the strength of the Trump USD actually drives up ROW sales...

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                  0
                  • D Offline
                    D Offline
                    Doublo
                    wrote on sidst redigeret af
                    #1133

                    Er de
                    4,154 mia.$ analytikernes forventning?

                    1 Reply Last reply
                    0
                    • JørgenVarnæsJ Offline
                      JørgenVarnæsJ Offline
                      JørgenVarnæs
                      wrote on sidst redigeret af
                      #1134

                      ja - jvf børsen/citi

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                      0
                      • JørgenVarnæsJ Offline
                        JørgenVarnæsJ Offline
                        JørgenVarnæs
                        wrote on sidst redigeret af
                        #1135

                        with a little bit of optimism, I'm at Q4 US sales = usd 639m and RoW= usd 650 giving total yearly sales = usd 4.226m

                        1 Reply Last reply
                        0
                        • JørgenVarnæsJ Offline
                          JørgenVarnæsJ Offline
                          JørgenVarnæs
                          wrote on sidst redigeret af
                          #1136

                          in those nos I'm calculating a 15% discount on the US prescription nos

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                          0
                          • JørgenVarnæsJ Offline
                            JørgenVarnæsJ Offline
                            JørgenVarnæs
                            wrote on sidst redigeret af
                            #1137

                            jeg kan se, at Verdult hos Citi bruger 90% i sin conversion rate

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                            0
                            • S Offline
                              S Offline
                              Sukkeralf
                              wrote on sidst redigeret af
                              #1138

                              Mon vi får at vide hvilken sum JNJ tilbageholder jvf voldgiftsagen

                              1 Reply Last reply
                              0
                              • K Offline
                                K Offline
                                kkjoel
                                wrote on sidst redigeret af
                                #1139

                                Det er jo præcis de tal de sidder og forhandler om pt. Så mon ikke de er temmelig
                                tilknappede... 😉

                                1 Reply Last reply
                                0
                                • D Offline
                                  D Offline
                                  Doublo
                                  wrote on sidst redigeret af
                                  #1140

                                  Vil det sige, at vi skal over konsensus før det giver en stigning i kursen?

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                                  0
                                  • BulderB Offline
                                    BulderB Offline
                                    Bulder
                                    wrote on sidst redigeret af
                                    #1141

                                    konsensus ligger jo inden for guidningen på 3,9-4,2. Så over 4,2 skulle gerne få det til at rykke lidt.

                                    1 Reply Last reply
                                    0
                                    • BulderB Offline
                                      BulderB Offline
                                      Bulder
                                      wrote on sidst redigeret af
                                      #1142

                                      Citi's bud ville ikke være ringe

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                                      0
                                      • S Offline
                                        S Offline
                                        Sukkeralf
                                        wrote on sidst redigeret af
                                        #1143

                                        E L - regarding the 6 teclistamab studies I totally agree that its awesome.

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                                        0
                                        • S Offline
                                          S Offline
                                          Sukkeralf
                                          wrote on sidst redigeret af
                                          #1144

                                          Just checking the competitors and all but the Pfizer BsAb still only have one study (PF-06863135). The others TNB-383B, REGN5458, REGN5459, CC-93269, AMG420 and AMG701

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                                          0

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