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Genmab — Januar 2017

Planlagt Fastgjort Låst Flyttet Genmab
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  • G Offline
    G Offline
    globalmacro7
    wrote on sidst redigeret af
    #1340

    however when we look back at 2016 the number almost always comes in the 4th week of the month and usually being the 4th Wednesday of that month. December was an exception due the fact that the 3rd Wednesday was in the 4th week of the month (December started on a Thursday).

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    • G Offline
      G Offline
      globalmacro7
      wrote on sidst redigeret af
      #1341

      Furthermore I couldn’t find a month in which the data came in before the 20th. Therefore I would like to check if there’s someone on this forum that can explain why we can be certain the number will come in this Wednesday. Thank you!

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      • G Offline
        G Offline
        GeorgeBest
        wrote on sidst redigeret af
        #1342

        The sales numbers comes the second last Wednesday in the month. Therefore it comes the 18th January.

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        • 8 Offline
          8 Offline
          8512
          wrote on sidst redigeret af
          #1343

          Spar Nord Bank latest newsletter say 25th. jan.

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          • BulderB Offline
            BulderB Offline
            Bulder
            wrote on sidst redigeret af
            #1344

            We don't get the numbers from ISM. We get them from Symphony Health. ISM-numbers are weekly - as far as I know - for those who pay.

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            • A Offline
              A Offline
              Anette_Sønderskov
              wrote on sidst redigeret af
              #1345

              Azerra og MS. FirstView Report: Multiple Sclerosis: Low satisfaction scores plague 9 of 10 therapies surveyed. Det ser ud til at der ikke er voldsom stor loyalitet over MS-medicin. Jeg har ikke adgang til selve rapporten. Hvad tænker I i forhold til Azerra? Det ser ud til, at det er et rigtig svært marked. http://eu.fwreports.com/firstview-nps/nps-multiple-sclerosis-eu5-2016/?utm_source=eblast&utm_medium=mail&utm_term=benefit&utm_content=firstview&utm_campaign=596200676#.WHybhcvqGhA

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              • BulderB Offline
                BulderB Offline
                Bulder
                wrote on sidst redigeret af
                #1346

                Det er så måske netop Arzerras chance.

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                • M Offline
                  M Offline
                  Mcjean
                  wrote on sidst redigeret af
                  #1347

                  Nice question Globalmacro7. In august they first arrived the 4 wedneysday. Sept. okt and dec. it was the 3 wednesday, so your right, have can we be sure? Looking at the stock today it seems like its not this wednesday but more likely 25.

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                  • M Offline
                    M Offline
                    Mcjean
                    wrote on sidst redigeret af
                    #1348

                    have=how

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                    • BulderB Offline
                      BulderB Offline
                      Bulder
                      wrote on sidst redigeret af
                      #1349

                      Det passer så osse med næstsidste onsdag i alle månederne

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                      • B Offline
                        B Offline
                        bibob
                        wrote on sidst redigeret af
                        #1350

                        Anyway.- we all sure hope that it will be good numbers. 🙂

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                        • BulderB Offline
                          BulderB Offline
                          Bulder
                          wrote on sidst redigeret af
                          #1351

                          Og stadigvæk: Vi får tallene fra symphony Health. Og det andet foretagende hedder vist IMS og ikke ISM.

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                          • royalR Offline
                            royalR Offline
                            royal
                            wrote on sidst redigeret af
                            #1352

                            Der var 5 onsdage i august 2016.

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                            • royalR Offline
                              royalR Offline
                              royal
                              wrote on sidst redigeret af
                              #1353

                              Så bulder har ret.

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                              • G Offline
                                G Offline
                                globalmacro7
                                wrote on sidst redigeret af
                                #1354

                                All right, thanks GeorgeBest and Mcjean. By the way it’s indeed probably Symphony health instead of IMS. Either way we’re talking about the same number.

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                                • G Offline
                                  G Offline
                                  globalmacro7
                                  wrote on sidst redigeret af
                                  #1355

                                  I just did the check:
                                  There are 3 months where the 2nd last Wednesday is before the 20th of that month:
                                  February 2016: data came in on the last Wednesday of the month (25-2),
                                  May 2016: data came in on the last Wednesday of the month (25-5)
                                  2nd last Wednesday was the 18th for February 2016 as well as May 2016.

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                                  • G Offline
                                    G Offline
                                    globalmacro7
                                    wrote on sidst redigeret af
                                    #1356

                                    However in October 2016 the data did came in on the 2nd last Wednesday of the month (19-10).
                                    So either it changed during the year or the data will not be published before the 19th.
                                    Based on these findings I would say we can’t conclude anything and just have to wait 🙂

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                                    • M Offline
                                      M Offline
                                      Mcjean
                                      wrote on sidst redigeret af
                                      #1357

                                      Think your right about the theory "before 19 th." or maybe even 20th. but we will see

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                                      • G Offline
                                        G Offline
                                        globalmacro7
                                        wrote on sidst redigeret af
                                        #1358

                                        Either way, the number will surely be positive and the future looks very bright. I believe Dara is going parabolic in 2017, hitting the $2 billion mark at the end of the year.

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                                        • M Offline
                                          M Offline
                                          Mcjean
                                          wrote on sidst redigeret af
                                          #1359

                                          better estimate than mine:-)

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