Genmab — Januar 2019
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El - the thing is, it is not on usd 2b, but on the US december revenue. If we assume 10% discount on prescription volume - prescription volume will drop usd 20m in december
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something is definitely off in these numbers
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it doesn't have to be a recurring thing - I'm just saying december does not add up in the US
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I was just hoping we were past this unexpected discount nonsense
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nææh - tænker mere at det er noget rabat eller noget end-of-year periodisering. Volumenvæksten ser stadig fornuftig ud
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pjtah - 75 er nok i underkanten. Jeg tænker at vi havner på usd 120m I recepttal, og differencen kommer til at ligge på en discount. Således får vi en rabat på 14% I Q4 mod 10% I Q3
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yup - no unexpected US discounts in Q3, only RoW. As I said above Q3 in US had a suspiciously looking low discount rate
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the thing is - it seems we have not seen the last of the "unexpected" discounts
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