Genmab — Januar 2021
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from JNJ transcript https://news.alphastreet.com/johnson-johnson-jnj-q4-2020-earnings-call-transcript/ Our Oncology portfolio delivered another robust quarter with worldwide growth of 23.7%. DARZALEX continued its strong performance growing 49%, led by share gains globally with the US market share up about 4 points across all lines of therapy.
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Furthermore, the US and European markets continue to exhibit increased adoption of the subcutaneous formulation launched in the second quarter as feedback continues to be very positive on the ease and reduced time to administer the new formulation. Also, we continue to advance the DARZALEX innovation pipeline with the recent US approval of DARZALEX FASPRO for the treatment of patients with newly diagnosed light chain amyloidosis.
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God morgen.
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Onsdagens aviser med Tryg, Mærsk og Danske Bank: https://www.proinvestor.com/investornyt/671481/onsdagens-aviser-med-tryg-maersk-og-danske-bank
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Jeg er optimist - ja
mht tallene ved jeg godt at det er højt, men baserer det på at vi har set en øget stigningstakt i stedet for det modsatte. Er klar over at der skal komme en udflagning, men tror det bliver senere. Der kan også være en ekstra effekt når Coronaen slipper. Vil blive overrasket hvis guidingen i stedet ligger omkring 5,5. Men måske jeg er i den høje ende vi får se -
Aktier/tendens: Ambu står til at indtage hovedrolle i rødt markedhttps://www.proinvestor.com/investornyt/671490/aktier-tendens-ambu-star-til-at-indtage-hovedrolle-i-rodt-marked
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Australia - In March 2021, the Pharmaceutical Benefits Advisory Committee (PBAC) will be meeting to consider a proposal to recommend adding ofatumumab (Kesimpta) https://msra.org.au/news/ofatumumab-up-for-pbs-inclusion/
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Novartis (NVS) Q4 2020 Earnings Call Transcript https://www.fool.com/earnings/call-transcripts/2021/01/26/novartis-nvs-q4-2020-earnings-call-transcript/
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Der er simpelthen så mange variabler og ubekendte, jeg kun kan komme med et gæt. Og det kan du ikke bruge til noget. Det ville være rart at komme mod 6bn, men salgskurverne tror jeg vil flade ud. Jeg håber på omkring 5,5 bn, hvilket jeg tror er i den høje ende igen. Det er kun et håb/gæt.
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