Genmab — Februar 2017
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Fra Novod "We note that January had two fewer sales/infusion days than December (20 versus 22 due to fewer weekdays as well as one additional holiday, with New Year's Day (2 January) and Martin Luther King (16 January)). Adjusting for the difference in business days (making it comparable to December's), Darzalex would have recorded USD 67m in January, corresponding to USD 3.05m per day versus USD 2.51m in December, ie up 21.5% m/m."
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Synes jeg fornemmer lidt piven hist og pist, jeg synes tallene er intet mindre end fremragende, det er jo ikke sådan at alle står og venter på DARA, nogle er stadigvæk i gang med andre behandlinger. Tallene viser klart at vi ser et stof som med ekspresfart når BB, hvilket er ekstraordinært og jeg forventer at analytikere snart må opjustere forventningerne ovenpå disse tal.
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Helt enig Mcjean. Der er en overgangsperiode, hvor patienter selvfølgelig ikke afbryder deres nuværende behandling uden evaluering.
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