Genmab — Oktober 2019

peter12

I guess

Bella1

Intet nyt under kommoden

Mcjean

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.

Mcjean

Glem de 6, nærmere 4,5-4,8

E_L

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.

E_L

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

E_L

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

E_L

and SC in H2

E_L

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

Plimsoller

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?

StockBull

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

E_L

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

Mcjean

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?

StockBull

JPM har 4.3 for 2020 og 5.1 for 2021.

Mcjean

Stockbull hvad er PE ved guiding på 4.5 og kursen ifølge dig? 40 og 2000?

StockBull

Kan ikke lige huske pe værdi og har ikke lige mit regneark med på ferie

E_L

i did use to work in a bank, yes and yes I do prefer to be a bit conservative and yes, I do remember

E_L

but as it now looks, we may only get SC benefit in H2 and after the initial 1st line boost, it may flatten out slightly due to that S curve effect -or however they called that

StockBull

men forventer pe omkring de 40 for 2020 med mindre der kommer en partneraftale som sparker røv skal PE opad igen

Mcjean

okie ty