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Genmab — December 2017

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • 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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                        • 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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                                        • JørgenVarnæsJ Offline
                                          JørgenVarnæsJ Offline
                                          JørgenVarnæs
                                          wrote on sidst redigeret af
                                          #3446

                                          tak bulder - ved du hvad Novod har af forecast for 2018 lige nu?

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