Genmab — April 2017
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Novod mener også at Genmabs guidance er forsigtig. "Given the current trend we see in the US, we believe this guidance seems to be based on cautious growth assumptions. Genmab has, in our view, aimed for progressive guidance upgrades similar to those in 2016. We see upside to the guidance based on:"
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"Daily sales projections using the growth trend over the past 12 months (6%), suggesting more than USD 1bn in US Darzalex sales in 2017, with the European sales then being added
• Potential label expansion in third-line to include a Pomalyst combination
• Potential off-label sales in frontline MM driven by the upcoming frontline data likely to be released in H2
• Second-line myeloma penetration remains low and should increase substantially still during 2017" -
Vi er vist flere i samme båd her i chatten.
https://play.borsen.dk/social/58f6ea5545628ff81720157e -
Søren Løntoft på Play: https://play.borsen.dk/social/58f6ea8c45628ff81720158f
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europæisk godkendelse kan vel falde hvad øjeblik, det skal være? 67 dage efter chmp opinion er mandag 1. maj
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Tror de fleste regner med ultimo april.
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så længe SGEN ikke har bestemt sig omkring opt-in, så er der nok ikke noget specielt saftigt på tisotumab
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der er ingen fordel for GEN i at tale værdien op, inden SGEN skal beslutte sig
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