Genmab — Oktober 2017

[Vitus]

Vi må i hvert fald erkende, at de uddybninger af de enkelte kvartaler som Genmab kommer med overhovedet ikke har nogen betydning. Jeg er desværre også bange for, at de store investorer har følt sig misinformeret !

[JørgenVarnæs]

kan vi ikke lige holde fast i, at det passerede foregår i kategorien retvisende/misvisende - og ikke i kategorien misinformeret/misinformation

[JohnW]

Er der nogle her der også følger Saniona? Falder over 20% nu!

[OHW]

JohnW, følger dem ikke, men er der ikke noget om, at de lige har opgivet et studie?

[JohnW]

Tak @OHW. Jeg kan læse noget om en intertim-analyse, hvad det så end er. Måske andre interesserede kan bidrage med yderligere i Biotek-snakken?

[concillado]

GEN har indkaldt til online investorsnak d. 8. november, vedr. Q3.

[Mcjean]

Dialogmøde, lyder sgu som en offentlig instans, vi har ikke brug for dialog, vi har brug for handling.

[concillado]

Ja, lige nu havde det næsten været federe, men en snak om mulig overtagelse

[Joakim_Von_And]

Bliver den shortet lidt i øjeblikket også??

[concillado]

Det vil der altid være en risiko for på populære aktier. Medmindre du er shorttrader, så hav ro på, fordi casen er uændret.

[E_L]

just to get a feel for other cancer
products: Opdivo Q3 $1,265 vs Q2 $1,195 (+- 6%) and vs Q3 '16 $ 920 (38%)

[E_L]

Celgene -9% pre market...

[E_L]

ECB leaves rates unchanged - From Jan 30th 2018 net assets purchases will continue at 30 bln

[E_L]

neutral to positive i would say, eur falling a bit

[OHW]

Var vel koncensus

[E_L]

yes, QE forever

[OHW]

[E_L]

REVLIMID sales for the third quarter increased 10 percent to $2,081 million. Sales growth was driven primarily by increased volume, as a result of increases in duration and market share. U.S. sales of $1,361 million and international sales of $720 million increased 18 percent and decreased 2 percent year-over-year, respectively.

[E_L]

POMALYST/IMNOVID sales for the third quarter were $417 million, an increase of 22 percent year-over-year. U.S. sales were $268 million and international sales were $149 million, an increase of 32 percent and 8 percent year-over-year, respectively. POMALYST/IMNOVID sales growth was driven primarily by increased volume as a result of increases in market share and duration.

[E_L]

that is Q3 '17/ Q3
'16