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Genmab — April 2019

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • BulderB Offline
    BulderB Offline
    Bulder
    wrote on sidst redigeret af
    #685

    I al beskedenhed, Bulder 12/4 kl 14:16: kan vi forvente et JnJ-tal på tirsdag på 353 mio for US Q1, hvilket vil være helt fint.

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    0
    • BulderB Offline
      BulderB Offline
      Bulder
      wrote on sidst redigeret af
      #686

      M.a.o. 14 % rabat i forhold til recepttallene holder fint.

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      0
      • H Offline
        H Offline
        hda
        wrote on sidst redigeret af
        #687

        Interessant i forhold til diskussionen om kapacitetsudfordringer i US at tallet for US er så godt

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        • T Offline
          T Offline
          Teller
          wrote on sidst redigeret af
          #688

          uden snarlig godkendelse kommer vi ikke over 700 ved Q2

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          • nohopeN Offline
            nohopeN Offline
            nohope
            wrote on sidst redigeret af
            #689

            Skal jeg gå ud og sætte en ekstra række kartofler ?

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            • StockBullS Offline
              StockBullS Offline
              StockBull
              wrote on sidst redigeret af
              #690

              675 er også ok Teller og så 15% i Q3 og 20% i Q4 så er vi over 3mia som guided

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              • StockBullS Offline
                StockBullS Offline
                StockBull
                wrote on sidst redigeret af
                #691

                Jeg får det til ca. 610 mil kr i royality for Q1 så det er da ikke så ringe endda

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                • J Offline
                  J Offline
                  jkj
                  wrote on sidst redigeret af
                  #692

                  gør det nohope, se også om du kan finde nogle pant flasker bagefter

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                  • nohopeN Offline
                    nohopeN Offline
                    nohope
                    wrote on sidst redigeret af
                    #693

                    Ok, så bliver det sådan.

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                    • StockBullS Offline
                      StockBullS Offline
                      StockBull
                      wrote on sidst redigeret af
                      #694

                      ups, nej 500 mill kr i royality

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                      • nohopeN Offline
                        nohopeN Offline
                        nohope
                        wrote on sidst redigeret af
                        #695

                        Venligst stop med at regne på, tak.

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                        0
                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #696

                          😄

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                          0
                          • StockBullS Offline
                            StockBullS Offline
                            StockBull
                            wrote on sidst redigeret af
                            #697

                            Salget i USA var på 352 mio. dollar, mens salget i resten af verden var på 277 mio. dollar. Samlet er salget lidt lavere end investeringsbanken JP Morgan havde estimeret.

                            Den ventede på forhånd, at salget af Darzalex ville nå 640 mio. dollar i første kvartal, hvoraf 350 mio. dollar var salg i USA og 290 mio. dollar i resten af verden.

                            Salget i første kvartal ventes at give Genmab en royaltyindtægt på 510 mio. kr., svarende til en royaltyprocent på 12 pct., ifølge JP Morgan. Til sammenligning

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                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #698

                              "Daratumumab is kind of like bacon, everything you add daratumumab to will probably be better " 😄 from https://peerview.com/p/index.html?collection=150205264-2-2&presentation=150205264-2-2-p2&SpecialtyID=180&ProfessionID=18&AOMID=32&Promocode=810#screen18

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                              • H Offline
                                H Offline
                                hda
                                wrote on sidst redigeret af
                                #699

                                @ EL I’m a vegetarian

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                                0
                                • nohopeN Offline
                                  nohopeN Offline
                                  nohope
                                  wrote on sidst redigeret af
                                  #700

                                  @ hda Min dybeste medfølelse - ingen bacon og kursen på GEN synker.

                                  1 Reply Last reply
                                  0
                                  • H Offline
                                    H Offline
                                    hda
                                    wrote on sidst redigeret af
                                    #701

                                    Just kidding 🙂 For at citere miljøministeren: “ Jeg elsker bacon!”.

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                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #702

                                      😉

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                                      • H Offline
                                        H Offline
                                        hda
                                        wrote on sidst redigeret af
                                        #703

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                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #704

                                          "And you can see here in terms of what are recommendation premedications,..., the use of montelukast ...has changed the spectrum and the severity of infusion reactions.
                                          It actually shortens the duration of that first infusion by about 2 hours on average, and it reduces the severity of the infusion reaction by one full grade. "

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