Genmab — Januar 2017

Bulder

Det er så måske netop Arzerras chance.

Mcjean

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.

Mcjean

have=how

Bulder

Det passer så osse med næstsidste onsdag i alle månederne

bibob

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

Bulder

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

royal

Der var 5 onsdage i august 2016.

royal

Så bulder har ret.

globalmacro7

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.

globalmacro7

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.

globalmacro7

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So either it changed during the year or the data will not be published before the 19th.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

Mcjean

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

globalmacro7

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.

Mcjean

better estimate than mine:-)

Bulder

I agree with the $2 billion mark

GeorgeBest

wow 2 billion. That is aggressive

Helge_LarsenPI-redaktør

Q&A med Morten Melander fra Nordea Marked på torsdag d. 19. kl. 15 omkring Bull og Bearinstrumenterne. Meld dig til og stil dine spørgsmål allerede nu i Q&A-chatten: http://www.proinvestor.com/index.php?p=q-and-a&groupid=79

bibob

I prefere to say 1,7 billion to be conservative. - Like JvdW

Bulder

De har nået ½ mia i 2016 stort set kun i 4. linje. Hvorfor så ikke 1½ mia mere, når markedet for 2. + 3. linje er 5 gange så stort.

globalmacro7

I try not to speculate too much, there’s no art in throwing numbers out in the open. However in this case, Dara is significantly undervalued and the rapid uptake driven by Dara's superiority and the excellent execution by the teams at J&J make me believe that Dare will go much faster than the average analyst projection. Also the average MM peak sales is still significantly undervalued, I believe Dara will become much much bigger in MM and we haven’t started to take into account the IO potential.