Genmab — December 2017
-
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
-
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
-
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
-
absolutely - especially if the duration is longer as Winkel keeps hinting at
-
Bulder - hvad betyder 5-6% over JnJ? Er det at recepttalene generelt ligger 5% over de realiserede omsætningstal?
-
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
-
tak bulder - ved du hvad Novod har af forecast for 2018 lige nu?
-
@graneman, hvad har du gang i, nu er det anden gang du kommer med sådanne beskyldninger????
-
jeg kan se at Novod arbejder med en bruttoomsætning på dkk 3,6 mia for 2018
-
op fra dkk 2,2 mia for 2017
-
Sidder lige og undrer mig lidt over den Novod melding. Omkring at november bliver det bedste indtil nu.... Ja, han må jo tilsyneladende gerne gøre opmærksom på at han har været i kontakt med ledelsen og derved har fået nogle indikationer. Men jeg synes egentlig ikke at sådan en info må sive via en analytiker - det virker på mig forkert!?
-
hvem var det der skrev, at Novod havde estimat på 2.3 til 2.6 i 2018, der var en der spurgte for nyligt, hvordan han kunne komme helt derop?? Var det JKJ eller JKY?? der er mindre en en uge siden
Hello! It looks like you're interested in this conversation, but you don't have an account yet.
Getting fed up of having to scroll through the same posts each visit? When you register for an account, you'll always come back to exactly where you were before, and choose to be notified of new replies (either via email, or push notification). You'll also be able to save bookmarks and upvote posts to show your appreciation to other community members.
With your input, this post could be even better 💗
Tilmeld Log ind