Genmab — April 2021

[JørgenVarnæs]

Er der nogen, der har set recepttal?

[deleted-user]

@E L world wide isn't that impressive?

[E_L]

lets hope we hear from Novaris next week
if they can fill a bit of that space

[E_L]

"Among the drugs hardest hit by the pandemic was top-selling Ocrevus, whose growth slowed to 16%, down from 24% last year, to 1.2 billion francs.

“The COVID-19 pandemic continues to have a certain negative impact,” Roche said."

[JørgenVarnæs]

Interesting if SC can do something about that dynamic

[Helge_LarsenPI-redaktør]

Darzalex/Fastpro salg i marts USD 294M. 11% op i forhold til februar

Men på dagsbasis er salget ned med 8%.

[JørgenVarnæs]

Tusind tak Helge - det svarer til, at der bliver givet 12% i rabat på recepttallene. I Q42020 var rabatten på 8%

[Bulder]

Tak Helge

[GeorgeBest]

Så er der en forklaring på de lavere US tal fra JNJ i går

[JørgenVarnæs]

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

[JørgenVarnæs]

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%

[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...