Genmab — Februar 2023
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Bundvending...snart...
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Novartis Ag (NVS) Q4 2022 Earnings Call Transcript https://www.fool.com/earnings/call-transcripts/2023/02/01/novartis-ag-nvs-q4-2022-earnings-call-transcript/ for Kesimpta
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Understanding the Role of CD20-CD3 https://www.hmpgloballearningnetwork.com/site/onc/biological-pathways-reviews/cd20-cd3
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Ocrevus p 29 https://assets.cwp.roche.com/f/126832/x/0ef4d462d9/irp230202-a.pdf with +1,5 bn CHF in Q4
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Side 26 https://www.novartis.com/sites/novartis_com/files/q4-2022-investor-presentation.pdf udviklingen i salget af Kesimpta ligner mest af alt en omsætning på $1,8 bn i 2023. Det giver 1,2-1,3 mia dkk til Genmabs bundlinie
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Halozyme venter approval i 2024 og topsales i +$8 bn på Ocrevus. Siderne 18-20 i denne fra Halozymes er interessant https://s28.q4cdn.com/284259014/files/doc_presentation/2023/01/Halo_Investor_Deck_FINAL-v2.pdf
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