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Genmab — Januar 2021

Planlagt Fastgjort Låst Flyttet Genmab
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  • 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
    • 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?

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        • 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

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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

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                  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... 😉

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                    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.

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                        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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                            • 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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                              • S Offline
                                S Offline
                                Sukkeralf
                                wrote on sidst redigeret af
                                #1145

                                PF-06863135 has two studies

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                                0
                                • S Offline
                                  S Offline
                                  Sukkeralf
                                  wrote on sidst redigeret af
                                  #1146

                                  So it really seems like Janssen is moving fast

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                                  0
                                  • S Offline
                                    S Offline
                                    Sukkeralf
                                    wrote on sidst redigeret af
                                    #1147

                                    again

                                    1 Reply Last reply
                                    0
                                    • JørgenVarnæsJ Offline
                                      JørgenVarnæsJ Offline
                                      JørgenVarnæs
                                      wrote on sidst redigeret af
                                      #1148

                                      ...og hæng nu godt fast. Følgende sakset fra Børsen - "Jeg forventer en betydeligt højere vurdering af Genmab
                                      Frank Hørning Andersen, tidligere aktieanalytiker i Jyske Bank"

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                                      • S Offline
                                        S Offline
                                        Sukkeralf
                                        wrote on sidst redigeret af
                                        #1149

                                        Det må være upside risiko han taler om

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                                        0
                                        • S Offline
                                          S Offline
                                          Sukkeralf
                                          wrote on sidst redigeret af
                                          #1150

                                          jepper

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