Genmab — April 2021

[E_L]

discount % still rather unstable isn't it, can't really figure out a seasonal pattern either

[JørgenVarnæs]

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

[JørgenVarnæs]

To me - anyway - it seems something out of the ordinary went on in the March numbers

[JørgenVarnæs]

But that is the fly in the soup - RoW grew by 20% Q/Q!!!

[Bulder]

Ja, havde rabatten da bare været på 8% igen, så ville nettosalget have været på 722, og begge himle ville have været blå.

[GeorgeBest]

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...

[Bulder]

Anything about the arbitration?

[GeorgeBest]

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...

[GeorgeBest]

more DB: the „Cepheus“ study that investigates the efficacy of Darzalex when combined with standard blood cancer therapy could skyrocket its share if successful...

[GeorgeBest]

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.

[GeorgeBest]

ingenting om voldgift Bulder

[JørgenVarnæs]

Skægt med Cepheus - den har jeg slet ikke overvejet. Gad vide, hvor meget der egentlig er taget med i estimaterne fra det studie?

[JørgenVarnæs]

Primary completion står til 8. April 2021, så data må være lige på trapperne

[Bulder]

Det har næsten været i glemmebogen, men data skulle gerne overgå Maia, da også Velcade indgår i kombien. Der går nok et par år endnu før vi hører om parallel-studiet Perseus (transplant), men Griffin har jo gjort sin gavn, så det haster heller ikke.

[Bulder]

Endnu mere spændende bliver Auriga (maintenance) om et par år. https://clinicaltrials.gov/ct2/show/NCT03901963?term=auriga+daratumumab&draw=2&rank=1

[Helge_LarsenPI-redaktør]

Sydbank analyse efter tal fra J&J: https://www.proinvestor.com/investornyt/674260/sydbankanalyse-genmab-darzalex-ndash-hoslashjdepunkter-fra-johnson-amp-johnsons-1-kvartalsregnskab-2021

[E_L]

So Deutsche thinks consensus 2030 sales is $12.5 bn... that doesn't seem right, most analysts don't seem to even come close to that as peak sales?

[deleted-user]

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

[Doublo]

LLI nu skal en analytiker vel ikke tage stilling til lægemidlers effekt, og hvad er han forudsætninger for det mon? det lyder ikke sandsynligt, at hans udtaler sig med større vægt end JVW.

[GeorgeBest]

Så iflg. Børsen mener Deutsche Bank at Epcoritamabs subkutane fordel over glofi være kortlivet