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Genmab — Oktober 2019

Planlagt Fastgjort Låst Flyttet Genmab
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  • BulderB Offline
    BulderB Offline
    Bulder
    wrote on sidst redigeret af
    #1091

    Om 2 uger er der ASH abstracts. Så må vi se om der står noget reelt om cd3xcd20, eller om de gemmer det hele til selve konferencen.

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    • JørgenVarnæsJ Offline
      JørgenVarnæsJ Offline
      JørgenVarnæs
      wrote on sidst redigeret af
      #1092

      Jeg syntes det er sjældent, at der er noget revolutionerende i offentliggørelsen af abstracstts - men det er måske også derfor, at vi ser et run-up til ASH, fordi investorerne agerer i mørke…

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      • JørgenVarnæsJ Offline
        JørgenVarnæsJ Offline
        JørgenVarnæs
        wrote on sidst redigeret af
        #1093

        Den hyppigste bevægelse er stigning op til at hurtig nedstigning efterfølgende

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        • SolsenS Offline
          SolsenS Offline
          Solsen
          wrote on sidst redigeret af
          #1094

          Jeg er ret sikker på, at de pris
          stigninger der er set på revlimid presser daras gennemslagskraft/penetrering i markedet. Måske derfor rabatten øges.

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          • P Offline
            P Offline
            peter12
            wrote on sidst redigeret af
            #1095

            @EL 10:33 I found the origin of July number. Helge wrote August 3,5% higher than July 😉

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            • P Offline
              P Offline
              peter12
              wrote on sidst redigeret af
              #1096

              So 150,2 is correct 😉

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              • P Offline
                P Offline
                peter12
                wrote on sidst redigeret af
                #1097

                I guess

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                • B Offline
                  B Offline
                  Bella1
                  wrote on sidst redigeret af
                  #1098

                  Intet nyt under kommoden 🙂

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                  • M Offline
                    M Offline
                    Mcjean
                    wrote on sidst redigeret af
                    #1099

                    Det er vel ikke urealistisk at 950 nås ultimo 19 samlet, måske endda 1000. Så må vi alt andet lige være nærmere 5bn$ for 2020 end 4bn$. Med en 10% stigning kvartallet næste år endda nærmere 6 end 5. Så analytikerne kan godt finde deres kugleramme frem.

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                    • M Offline
                      M Offline
                      Mcjean
                      wrote on sidst redigeret af
                      #1100

                      Glem de 6, nærmere 4,5-4,8

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                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #1101

                        price went up 5.1% in 2017, 4.9% in 2018 and 4% last januari. I think rebates/discounts probably stable from here into next year. Number of MM patients up 3-4%. So i assume an 8% rise , JUST from this.

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                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #1102

                          2019/2018 growth Y/Y will probably land just above 50%

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                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #1103

                            We will have 1st line in Europe, Japan and US

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                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #1104

                              and SC in H2

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                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #1105

                                you take your guesses, but I agree 4.3-4.5 should be possible

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                                • P Offline
                                  P Offline
                                  Plimsoller
                                  wrote on sidst redigeret af
                                  #1106

                                  I guess much depends on the schedule for SC. Unfortunately it does not look like it gets PR, or is that too early to say anything about?

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                                  • StockBullS Offline
                                    StockBullS Offline
                                    StockBull
                                    wrote on sidst redigeret af
                                    #1107

                                    12 Sept var knosensus 4.2 så Genmab guiding for 2020 lander over 4.5 bør det give 10 hurtige % på kursen

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                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #1108

                                      i am assuming we don't get PR and get approval somewhere end Q2

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                                      • M Offline
                                        M Offline
                                        Mcjean
                                        wrote on sidst redigeret af
                                        #1109

                                        I dont agree in your 4,3 prediction its too conservative for my taste, are you working in bank?:-) I think they will guide 4.5 and correct it in dec. to 4.8 incl. discounts. Remember chairproblem, more maintenance patient and not 10.000 in clinical trials anymore or?

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                                        • StockBullS Offline
                                          StockBullS Offline
                                          StockBull
                                          wrote on sidst redigeret af
                                          #1110

                                          JPM har 4.3 for 2020 og 5.1 for 2021.

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