Genmab — Januar 2019
-
something is definitely off in these numbers
-
it doesn't have to be a recurring thing - I'm just saying december does not add up in the US
-
I was just hoping we were past this unexpected discount nonsense
-
nææh - tænker mere at det er noget rabat eller noget end-of-year periodisering. Volumenvæksten ser stadig fornuftig ud
-
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
-
yup - no unexpected US discounts in Q3, only RoW. As I said above Q3 in US had a suspiciously looking low discount rate
-
the thing is - it seems we have not seen the last of the "unexpected" discounts
-
Der var kun 11mio$ forskel på Q3 og Q4 i US 2017 https://medwatch.dk/Medicinal___Biotek/article10234531.ece
-
Hello! It looks like you're interested in this conversation, but you don't have an account yet.
Getting fed up of having to scroll through the same posts each visit? When you register for an account, you'll always come back to exactly where you were before, and choose to be notified of new replies (either via email, or push notification). You'll also be able to save bookmarks and upvote posts to show your appreciation to other community members.
With your input, this post could be even better 💗
Tilmeld Log ind