Genmab — Januar 2019

[JørgenVarnæs]

it doesn't have to be a recurring thing - I'm just saying december does not add up in the US

[E_L]

yes, i understand what you are getting at, just saying that, in the grand scheme of things, 10m isn't a huge number

[kkjoel]

Yes, it's clearly a bit weird - the US dec. numbers look way too low.. for some reason or other.

[JørgenVarnæs]

I was just hoping we were past this unexpected discount nonsense

[kkjoel]

Definately worth asking Jan about this at Q4 presentation.

[Bulder]

Kunne næsten ligne at SH-tallet i morgen ikke bliver på mere end 75 mio.

[Teller]

US er som sagt "flat line" Q3 til Q4 (oppe med 1,6%), Syntes det ser meget underligt ud. JV har ret i at der må komme et eller andet frem senere, ellers er det et meget dårligt tal.

[Teller]

JV - det er vel ikke en mulighed at markedet i US er mættet i de nuværende behandlings former?

[JørgenVarnæs]

nææh - tænker mere at det er noget rabat eller noget end-of-year periodisering. Volumenvæksten ser stadig fornuftig ud

[Bulder]

Se bort fra 14:01. Noget sludder

[E_L]

do I remember correct that the rebates in Q3 were all for ROW? Could it be that rebates for US are taken in this quarter?

[JørgenVarnæs]

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

[JørgenVarnæs]

yup - no unexpected US discounts in Q3, only RoW. As I said above Q3 in US had a suspiciously looking low discount rate

[Bulder]

It's only 17 bn we are missing. 340 would have been ok - up 7%

[nohope]

Hvem skriver til Rachel ?

[JørgenVarnæs]

the thing is - it seems we have not seen the last of the "unexpected" discounts

[peter12]

Der var kun 11mio$ forskel på Q3 og Q4 i US 2017 https://medwatch.dk/Medicinal___Biotek/article10234531.ece

[Bulder]

Well, not bn - mill

[Helge_LarsenPI-redaktør]

https://play.borsen.dk/klip/5c468a0e595ab4f00a32d6b3

[peter12]

J&J webcast om 3 min http://www.investor.jnj.com