Genmab — November 2024
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@Plimsoller did you listen to the Jefferies interview;it is worth it i think if you want more communication
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Var det en gammel nyhed, at epco har hurtigere markedspenetration i Japan end dara havde? Ingen har nævnt det.
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Glæder mig til marts, når erzo forhåbentlig ikke stjæler al opmærksomheden fra epco længere
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Genmab-partneren Novartis hæver de mellemlange prognoser https://proinvestor.com/investornyt/1245446/genmab-partneren-novartis-haever-de-mellemlange-prognoser
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Syns generelt Winkel har været alt for lukket omkring investeringer og ROI forventninger og har været alt for luftig med sin overfladiske omtale af, "at maksimere potentialet". Nu lyder det til, at man vil åbne op for noget der ligner langsigtet mål og forventninger (læs: målbare) i starten af 2025 og omtale markeder og størrelser. Det tror jeg nogle prof analytikere vil hilse velkommen inkl. mig selv, selvom jeg ikke er prof.
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tepezza being rolled out in Japan https://www.tepezza-pts.jp/
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Nu siger
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I thought exactly the same E L. Concerning your comments regarding the communication, I heard the Jefferies talk, and that was good. My concern when it comes to communication is more the ongoing part outside these events, and the explanatory part when they actually do present e.g. topline data. Even the experts in here are struggling to understand what is up and down when it comes to these results. It must be possible to do that better to keep interpretations and confusion to a minimum.
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Genmab-partner opjusterer https://borsen.dk/nyheder/virksomheder/genmab-partner-opjusterer / Novartis upgrades sales forecast https://www.investing.com/news/stock-market-news/novartis-upgrades-sales-forecast-3734168
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Når Pagano gentagne gange har sagt, at konsensus for OPEX ligger et passende sted, så tyder det i hvert fald ikke på, at de regner med selv at skulle financiere en masse erzo studier er 2025
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i 2025*
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https://www.novartis.com/sites/novartis_com/files/meet-novartis-management-2024-ceo-presentation.pdf novartis-2024-presentation
and he said epco was the fastes oncology drug launch in Japan. head start to competition about a year if i remember well what he said.
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