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Genmab — December 2017

Planlagt Fastgjort Låst Flyttet Genmab
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  • JørgenVarnæsJ Offline
    JørgenVarnæsJ Offline
    JørgenVarnæs
    wrote on sidst redigeret af
    #3426

    og så er der altid chancen for at gå over 100 i december

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    • J Offline
      J Offline
      jkj
      wrote on sidst redigeret af
      #3427

      ja, det var fremme lige efter ASH, at han havde talt med ledelsen, og Nordea har faktisk siden da været netto køber hver dag.

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      • JørgenVarnæsJ Offline
        JørgenVarnæsJ Offline
        JørgenVarnæs
        wrote on sidst redigeret af
        #3428

        så er spørgsmålet jo lidt om kvaliteten i de tal. korresponderer de med omsætningen. Jeg har stadig ikke rigtigt forliget mig med differencen mellem de to tal - og hvorfor den difference varierer så meget Q/Q

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        • J Offline
          J Offline
          jkj
          wrote on sidst redigeret af
          #3429

          recepttal passer ikke 100 % med den faktiske oms- fra J&J det er tidligere fastslået.

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          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #3430

            patients in clinical trials get their drugs for free i assume? is that correct?

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            • J Offline
              J Offline
              jkj
              wrote on sidst redigeret af
              #3431

              yes

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              • JørgenVarnæsJ Offline
                JørgenVarnæsJ Offline
                JørgenVarnæs
                wrote on sidst redigeret af
                #3432

                yes - participants in clinical trials do not pay

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                • JørgenVarnæsJ Offline
                  JørgenVarnæsJ Offline
                  JørgenVarnæs
                  wrote on sidst redigeret af
                  #3433

                  nu tænkte jeg også på at ugentlig recepttal ikke stemmer med månedlige recepttal - Jan nævnte f.eks. at oktober ville blive bedste måned (baseret på ugentlige recepttal), og den overgik som bekendt ikke august på månedlige recepttal

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                  • T Offline
                    T Offline
                    Thomas
                    wrote on sidst redigeret af
                    #3434

                    Graneman, prøver du at sige at JV er short og prøver at manipulere kursen herinde? Det er svært at læse andet ud fra dine skriv, så kan du ikke bare være klar i spyttet i stedet for den slags indikationer? Du mangler basal forståelse for aktiehandel hvis du tror dette forum har indflydelse på kursen i Genmab

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #3435

                      ok. thanks. that has been my assumption all the time. I was just wondering, with many of the larger trials recruited to a large extent, this may have some positive impact, if patients can not participate anymore i a trial and have to become paying patients

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                      • JørgenVarnæsJ Offline
                        JørgenVarnæsJ Offline
                        JørgenVarnæs
                        wrote on sidst redigeret af
                        #3436

                        absolutely - especially if the duration is longer as Winkel keeps hinting at

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                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #3437

                          Anyone know how many patiens are currently in trials? Must be a sizeable number by now

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                          0
                          • G Offline
                            G Offline
                            Graneman
                            wrote on sidst redigeret af
                            #3438

                            @thomas, jeg indikerede ikke noget, jeg spurgte ham direkte.

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                            • BulderB Offline
                              BulderB Offline
                              Bulder
                              wrote on sidst redigeret af
                              #3439

                              Novod regner i sit skriv af 22/11 med at SH ligger 5-6% over JnJ. Kan tænkes at IMS er mere præcise. Så selve beløbet fra SH er ikke vigtigt, det er udviklingen.

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                              • T Offline
                                T Offline
                                Thomas
                                wrote on sidst redigeret af
                                #3440

                                Jo, du indikerer at han er short og har interesse i at tale kursen ned. Du har tidligere herinde givet udtryk for at du tror forum kan rykke kursen. Det kan forum ikke, så se nu at kom videre

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                                • JørgenVarnæsJ Offline
                                  JørgenVarnæsJ Offline
                                  JørgenVarnæs
                                  wrote on sidst redigeret af
                                  #3441

                                  Bulder - hvad betyder 5-6% over JnJ? Er det at recepttalene generelt ligger 5% over de realiserede omsætningstal?

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                                  • BulderB Offline
                                    BulderB Offline
                                    Bulder
                                    wrote on sidst redigeret af
                                    #3442

                                    ja

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                                    • BulderB Offline
                                      BulderB Offline
                                      Bulder
                                      wrote on sidst redigeret af
                                      #3443

                                      Comparing the JnJ quarterly numbers with aggregated institutional sales numbers, Symphony Health has on average overestimated sales by some 56% over the past five quarters. This suggests that we should expect the discounts to be at approximately that level in Q4 2017 as well, in our view. So the USD 90.6m in October would become USD 85.5m after discounts (using a 6% discount level). Assuming no growth in sales in November and December (and similar discount levels), Darzalex sales in the US in

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                                      • BulderB Offline
                                        BulderB Offline
                                        Bulder
                                        wrote on sidst redigeret af
                                        #3444

                                        Q4 would tick in at USD 256m and total Darzalex sales in 2017 would annualise to USD 899m in the US – bang in line with our forecasts.

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                                        • BulderB Offline
                                          BulderB Offline
                                          Bulder
                                          wrote on sidst redigeret af
                                          #3445

                                          der skal ikke stå 56 men 5-6

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