Genmab — Oktober 2018
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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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PE betyder jo først for alvor noget, når det bliver kombineret med udbyttebetaling. Så indtil vi kan se noget værdi tilflyde ejerne af selskabet skal PE tages med et gran salt
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OBS:
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NORDEA
- Genmab (hold) – Så kom toplinjedata fra MAIA-studiet endelig. Studiet nåede som ventet sit primære endemål, men hazard ratio på 0,55 (45 % mindre sandsynlighed for progression eller død for patienterne) er en smule skuffende. Vi havde forventet en hazard ratio omkring 0,4. Det er dog stadig blot foreløbige data, og data bliver ofte bedre over tid. Vi hæfter os ved median PFS (progression free survival), der ikke blev nået for DaraRevDex-gruppen vs. en median PFS på 31,9 måneder for R
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