Genmab — Januar 2020

[Nike]

Men snakken om fintælling og dollarkurs var spot on..

[Teller]

Når vi nu taler om hvor gode de er til at forudsige salget, hvad er Genmabs egen top sales estimate?

[Bulder]

Hvad var fordelingen us-row?

[bikube]

Jeg fik ikke det sidste med, før jeg havde solgt mine Bulls - ØV.

[E_L]

@Nike - yes, great
question

[E_L]

JNJ presser https://www.prnewswire.com/news-releases/johnson--johnson-reports-2019-fourth-quarter-and-full-year-results-300991143.html

[AaBforever]

US 444 386
Row

[JStudsgaard]

US 444 ROW 385

[Goose3]

Vel skuffende med ROW. Måske rabatter igen!

[E_L]

There is a 5.3% negative currency impact on ROW sales, that is ~$13.83m in volume

[Solsen]

Just want to know who figurede out to save Genmab ?

[E_L]

i did not want to mention it Solsen..., but i wonder if we will ever find out if this was the exact calculation from the contract, or if Jan called in a favour from JNJ....

[Bella1]

[E_L]

but either way, it is done, and i am happy, i guess i wasn't as optimistic as most here as i thought we could just miss it, so very pleased we got the milestone

[E_L]

i actually said to Nike the other day, 15mn in currency impact could just make the difference of making the milestone or not lol

[Nike]

You nailed the main point, EL! NIce

[bikube]

Derfor Genmab hele tiden har budgetteret med $-kurs 6Kr.

[E_L]

credit to Genmab by the way for sending out their message just before JNJ's in order to avoid milestone-confusion. They learned from previous experiences...

[Sukkeralf]

Yes E L - that was great work by Genmab

[Solsen]

Great - could have been expensive for some.