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Genmab — Januar 2021

Planlagt Fastgjort Låst Flyttet Genmab
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  • BulderB Offline
    BulderB Offline
    Bulder
    wrote on sidst redigeret af
    #1124

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

    1 Reply Last reply
    0
    • JørgenVarnæsJ Offline
      JørgenVarnæsJ Offline
      JørgenVarnæs
      wrote on sidst redigeret af
      #1125

      og konsensus er 4,154 mia. dollar.

      1 Reply Last reply
      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?

            1 Reply Last reply
            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

              1 Reply Last reply
              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

                1 Reply Last reply
                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...

                    1 Reply Last reply
                    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

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                          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

                              1 Reply Last reply
                              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?

                                    1 Reply Last reply
                                    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

                                        1 Reply Last reply
                                        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

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