Aktiesnakken — November 2010
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Om milestones: vi kan ikke sige noget om milestones iht. vor kontrakt med merck... men det er 1-cifret USD beløb
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Jetxt: Patent.... we tror ikke vi er i karambolage med nogle patenter... og vi mener ikke at vi bryder nogle patenter
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Jetxt oms/indtjening: Gross margin for Jetxt er "much more favorable" than the other one... we expect 60-70% margin... wow!
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Hugreffe ABG igen: Level of costs associated with Merck-arbejde. Kan du give indikation af level og hvad kan vi forvente fremover?
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We are investing an increasing amount of our costbase... vi har tidl. sagt at omkring 25% af RD går til Merck... men svært at sige specifikt
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hvad der er merck og hvad der ikke er merck-relateret
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det er omk. relateret til forskellige interne ting... herunder preparation for fda inspections.
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Long term guidance forventer vi stadig at kunne gi ved årsregnskab 2010.
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Det var det... en hurtig omgang ift. normalt.
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