Genmab — April 2021
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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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From the Deutsche Bank (DB) research initiated yesterday: DB starts Genmab at „buy“ saying Genmab has enough cash, a strong pipeline of antibody-based drugs and many successful products already on the marked...
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more DB: Genmabs blood cancer treatment Darzalex has been a key asset for the Company with consensus expectations for last year’s sales to triple by 2030...
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more DB: the „Cepheus“ study that investigates the efficacy of Darzalex when combined with standard blood cancer therapy could skyrocket its share if successful...
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more DB: Genmab also plans to expand the sales of cervical cancer drug tisotumab and lymph node tumour drug Epcoritamab, which could compete with the Roche products.
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ingenting om voldgift Bulder
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Skægt med Cepheus - den har jeg slet ikke overvejet. Gad vide, hvor meget der egentlig er taget med i estimaterne fra det studie?
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Primary completion står til 8. April 2021, så data må være lige på trapperne
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Endnu mere spændende bliver Auriga (maintenance) om et par år. https://clinicaltrials.gov/ct2/show/NCT03901963?term=auriga+daratumumab&draw=2&rank=1
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Fra Børen - Deutsche Bank knap så begejstret som Genmabs topchef: Væksthåb virker ikke bedre end Roches middel https://borsen.dk/nyheder/virksomheder/deutsche-bank-om-genmabs-naeste-vaeksthaab-adskiller-sig-ikke-fra-rivals
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