Genmab — Oktober 2018
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desværre ikke - vi ser kun en linie for RoW I JJ's regnskab, og GEN har ikke mere specifikation
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Det var allerede svært at forecast'e RoW - og rabatten gør det ikke nemmere
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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. -
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. -
@Stockbull, hvilken kurs får man med en PE 20-25 og topsalgsestimat på 9BUSD?
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Stockbull.... Som jeg ser det. Er der fortsat store kræfter i aktien, og de vil fortsætte med at styre og reagere i aktien. Men efter nyheden er det på andre vilkår. - Meget usikkerhed er taget ud af aktien nu, og jeg vil mene at aktien nu ligeså stille vil finde sit rette leje.... Og det er vel på en fair PE på omkring de 50
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