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Genmab — Oktober 2018

Planlagt Fastgjort Låst Flyttet Genmab
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  • BulderB Offline
    BulderB Offline
    Bulder
    wrote on sidst redigeret af
    #3875

    Glæder mig til de første læge-kommentarer. Jeg tipper de vil være overraskede over pfs i Rd. Og til gengæld betone at DRd alligevel viser en HR på 0,55. Da Novod ventede en HR på 0,4-ish var det pba en Rd pfs på 25 mdr.

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    • H Offline
      H Offline
      hda
      wrote on sidst redigeret af
      #3876

      Ja det er selvfølgelig rigtigt. Et helt kvartal med 1. linje salg i Europa. Mine evt. Bulls vil bare helst ikke overraskes af dårligt nyt i forbindelse med regnskab 🙂

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      • B Offline
        B Offline
        bibob
        wrote on sidst redigeret af
        #3877

        Kan man se Japan særskilt i ROW ??

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        • JørgenVarnæsJ Offline
          JørgenVarnæsJ Offline
          JørgenVarnæs
          wrote on sidst redigeret af
          #3878

          desværre ikke - vi ser kun en linie for RoW I JJ's regnskab, og GEN har ikke mere specifikation

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          • BulderB Offline
            BulderB Offline
            Bulder
            wrote on sidst redigeret af
            #3879

            Ikke ud fra JnJ's tal. Men jeg mener Genmab køber sig til nogle tal fra et analysebureau. Og Japan er jo kun 2. linje endnu.

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            • JørgenVarnæsJ Offline
              JørgenVarnæsJ Offline
              JørgenVarnæs
              wrote on sidst redigeret af
              #3880

              Det var allerede svært at forecast'e RoW - og rabatten gør det ikke nemmere

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              • B Offline
                B Offline
                bibob
                wrote on sidst redigeret af
                #3881

                Tak JV. Det kunne ellers være rart at kunne se hvor hurtigt salget udvikler sig der. !!

                1 Reply Last reply
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                • BulderB Offline
                  BulderB Offline
                  Bulder
                  wrote on sidst redigeret af
                  #3882

                  Spørg Winkel på Q&A om han ved noget specifikt om Japan

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                  • StockBullS Offline
                    StockBullS Offline
                    StockBull
                    wrote on sidst redigeret af
                    #3883

                    Mon ikke vi lander i bulls eye på 2.15

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                    • B Offline
                      B Offline
                      bibob
                      wrote on sidst redigeret af
                      #3884

                      Hvordan kommer Dara i 1 linie i Japan. ? Følger de ikke US og EU så nogenlunde. ??

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                      • B Offline
                        B Offline
                        bibob
                        wrote on sidst redigeret af
                        #3885

                        God ide Bulder

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                        • StockBullS Offline
                          StockBullS Offline
                          StockBull
                          wrote on sidst redigeret af
                          #3886

                          Undre mig dog over vi ikke er over 1000kr idag

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                          • StockBullS Offline
                            StockBullS Offline
                            StockBull
                            wrote on sidst redigeret af
                            #3887

                            Tyder på Genmab skal til at handles på en betydlig lavere PE end tidligere hvor den lå i 50-60 niveau

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                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #3888

                              On Japan: We -- I think I mentioned last quarter that we
                              were starting to collect IMS data, but we're a little nervous of sharing it at the early stage
                              until we're able to compare with the Janssen commercial sales. Of course, I can't talk to
                              you about the individual country sales that we get reported from Janssen. But looking at
                              the Japan data for Q1, it was about $19 million of sales reported by IMS for Japan in Q1.

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                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #3889

                                So as I said, that's off to a fantastic start. And we're announcing sort of a monthly rate
                                coming through, according to the IMS data, of somewhere between $8 million and $9
                                million a month coming through. So when you look at that, we look to be good for a pretty
                                good number, a pretty good contribution for Japan for 2018. And hopefully, going forward
                                into 2019, we can start to get into the frontline once the Dara VMP is filed in Japan as
                                well.

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                                • BulderB Offline
                                  BulderB Offline
                                  Bulder
                                  wrote on sidst redigeret af
                                  #3890

                                  Leads directly to the question: Has Janssen filed for frontline approval in Japan. I don't remember.

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                                  • J Offline
                                    J Offline
                                    JohnW
                                    wrote on sidst redigeret af
                                    #3891

                                    @Stockbull, hvilken kurs får man med en PE 20-25 og topsalgsestimat på 9BUSD?

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                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #3892

                                      i don't remember either. will you ask?

                                      1 Reply Last reply
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                                      • BulderB Offline
                                        BulderB Offline
                                        Bulder
                                        wrote on sidst redigeret af
                                        #3893

                                        Kurs 4000 ved royalty gns 17%

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                                        • J Offline
                                          J Offline
                                          JohnW
                                          wrote on sidst redigeret af
                                          #3894

                                          Så bliver jeg nok nødt til at købe nogle flere Genmab aktier 🙂

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                                          0

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