Bavarian Nordic — November 2021
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Zea - Tak. Når jeg kigger på Q1 og Q2.... så modtog jeg rapportering kl. 10.00 (?)
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Selvtak. Min computer har muligvis probs med tidszonen disse dage og min hukommelse svigter

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ZP: det kommer altid ifm at amerikanerne har fået børstet tænder i cola og er klar:)
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Nogle forventninger til Zegalogue salget? Xeris Pharma har til sammenligning solgt Gvoke hypopen for $11M, svarende til 71MDKK i Q3. Men de har naturligvis også haft produktet på markedet i over et år nu
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Jeg håber dog på en stærk start, da august/september skulle have høj TRx volume, ifølge ZP selv pga. "back to school seasonality" - https://static1.squarespace.com/static/58983777d1758e28995640b4/t/615cba3691ed4149ae73eabd/1633466938779/Zealand+Pharma+Corporate+Presentation_October.pdf side 12
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Eli Lillys Baqimi solgte for $31.9M/206MDKK i Q3
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Baqsimi*
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Man må også forvente, at den forholdsvist store salgsstyrke som ZP har fået etableret ifm. Valeritas købet bør kunne sælge en fin mængde
i højsæson -
(Kort video).
Ugekommentar - Regnskaber fra Genmab og Ambu. Der er kommet flere regnskaber, og i denne uge omtaler Helge Larsen Vestas, Genmab, Bavarian, Ambu, Tesla og Teva. https://www.proinvestor.com/index.php?p=debat_1&postid=98475 -
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Financial results for the first nine months of 2021
• Revenue: DKK 238.6 million / USD 37.1 million (DKK 290.0 million / USD 45.6 million in the first nine months of 2020).
• Net operating expenses: DKK -906.2 million / USD -141.1 million (DKK -714.5 million / USD -112.3 million in the first nine months of 2020). -
• Net operating result: DKK -762.6 million / USD -118.8 million (DKK -449.1 million / USD -70.6 million in the first nine months of 2020).
• Cash, cash equivalents, and marketable securities: DKK 1,049.0 million / USD 163.3 million as of September 30, 2021 (September 30, 2020: DKK 1,528.6 million / USD 240.4 million). -
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markedet virker lidt forvirret initialt
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"Net product revenue from the sales of commercial products is expected to be DKK 190 million +/- 10%. This is a decrease of DKK 30 million from the guidance issued on March 11, 2021. The reduction in net revenue from the previous guidance is driven by lower-than-expected sales of Zegalogue for 2021."
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tak @exitnu
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