Genmab — April 2021
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Thx EL - no time to stop and smell the flowers
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it looks like that for the first filings, but we
know glofi also has FL expansian cohorts and vice versa, so maybe it is too early to say? presentation shows the trials https://www.roche.com/dam/jcr:3a48ad2b-c695-462c-a42f-ffcae34fa39c/en/irp210421.pdf -
Er der nogen, der har set recepttal?
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@E L world wide isn't that impressive?
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Interesting if SC can do something about that dynamic
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Darzalex/Fastpro salg i marts USD 294M. 11% op i forhold til februar
Men på dagsbasis er salget ned med 8%.
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Tusind tak Helge - det svarer til, at der bliver givet 12% i rabat på recepttallene. I Q42020 var rabatten på 8%
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Så er der en forklaring på de lavere US tal fra JNJ i går
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Ser man på gennemsnitligt salg per dag 21Q1 ifht 20Q4 er der en vækst (i recepttallet) på 6,2%. Dvs der er stadig en sund volumenvækst på ca 2% per måned
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Umiddelbart tænker jeg, at US-marts er ret skuffende. Mon der kan have været en eller anden form for justering? Recepttallene er lave og samtidigt bliver rabatten udvidet fra 8% til 12%
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Very unstable, indeed. Perhaps the numbers are affected by discarded/end-of-date stock being returned or something. But the drop in daily revenue is the highest we’ve ever seen
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To me - anyway - it seems something out of the ordinary went on in the March numbers
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But that is the fly in the soup - RoW grew by 20% Q/Q!!!
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