Genmab — Januar 2021

[Bulder]

Corona taken in concideration

[StockBull]

Hvad mon de guider for 2021 / formoder vi skal over 5mia eller 5.5 ?

[JørgenVarnæs]

fun fact - in Q3 the prescription/sales ratio was 88%. In Q4 the ratio was 92%

[JørgenVarnæs]

Faspro must be selling without discount

[Bulder]

Jeg tror på 5,5 mia i 2021. Især hvis corona klinger af i row

[E_L]

yes, rather remarkable

[GeorgeBest]

Corona klinger vel først af i Q3, men mener ogsà 5,5 mia er et godt gæt. Amyloidosis vil give et stort skub

[E_L]

@Bulder agree; in the Netherlands 100,000 surgical procedures are delayed atm due to corona, i assume that hospital pressure is roughly the same all over europe. Wonder what the numbers would have been without corona...

[Bulder]

Sc application to EU was in November. So not much from that in 2021

[Bulder]

sorry that was amyloidosis

[Bulder]

sc was approved in june

[kkjoel]

EL - .. are delayed atm due to..
?

[E_L]

not enough capacity in the hospitals due to covid pressure

[kkjoel]

Yes, I got that.. it was more a question of whether 'atm' was an abbreviation I didn't know.

[kkjoel]

So tastefejl or abbrev.?

[Doublo]

Vi fik ikke salg af Kesimpta?

[kkjoel]

Ahhhhh, At The Moment

[Bulder]

Kesimpta er Novartis, og de forærer det væk, godhjertede som de er.

[kkjoel]

Ingen konkrete regnskabstal på Kesimpta, men s.20 i deres Q4 Investor Presentation https://www.novartis.com/sites/www.novartis.com/files/q4-2020-investor-presentation.pdf

[Bulder]

Indtil refusionen fra amr forsikringsselskaber er på plads giver de det gratis til de pts som ønsker det. Så de har formentlig ikke solgt noget i q4. Winkel siger sikkert på cc, hvornår de regner med at pts kan få refusion.