Genmab — December 2017
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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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absolutely - especially if the duration is longer as Winkel keeps hinting at
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Bulder - hvad betyder 5-6% over JnJ? Er det at recepttalene generelt ligger 5% over de realiserede omsætningstal?
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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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tak bulder - ved du hvad Novod har af forecast for 2018 lige nu?
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@graneman, hvad har du gang i, nu er det anden gang du kommer med sådanne beskyldninger????
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jeg kan se at Novod arbejder med en bruttoomsætning på dkk 3,6 mia for 2018
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op fra dkk 2,2 mia for 2017
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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!?
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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
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@thomas du bliver ved med at skrive at et forum som dette ikke kan have indflydelse på kursen. Det ved hverken du eller jeg jo. Men man kan godt forestille sig, at shortere benytter sig af en række forskellige kilder og værktøjer, og jeg tror helt ærligt at de har endog meget stor interesse i at vejre den psykologiske stemning blandt de investorer, som de har belejret og ønsker at knække.
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Raun, Novod oplyser pba recepttal, som GEN abonnerer på - det er offentlig tilgængelig info. Hvis du altså har lyst til at betale for det...
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