Genmab — Januar 2020

[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.

[AaBforever]

GENMAB/SYDBANK: DARZALEX-SALGET RUNDER 4 MIA. DOLLAR I 2020.

[AaBforever]

• Vi estimerer et markedssalg for Darzalex på 4144 mio. dollar i 2020

[E_L]

on teprotumumab - i read 'the company explained that the full course requires 23 vials, setting the cost at $343,000 wholesale acquisition cost' and in their presentation 'Expected average net realized price: ~$200,000' https://endpts.com/fda-hands-off-its-latest-whirlwind-drug-ok-as-horizon-hustles-would-be-blockbuster-to-the-market/

[E_L]

that is a big difference...

[E_L]

@AaBforever that is very close to what Danske had in october, 4146...

[StockBull]

But cash-burn will increase and no milestone payments so 2020 will be more or less same profit / bottom-line as 2019. So interesting who the marked will react

[StockBull]

who=how

[StockBull]

ESP around 35-36 kr per share for both 2019 and 2020

[StockBull]

so might be dead money next 6-9 month

[Helge_LarsenPI-redaktør]

Børsen: https://play.borsen.dk/social/5e280e57595ab4f00a338bd9

[kkjoel]

EL, hvordan skal man f
orstå "average net realised price".. er der fx rabatter? Og de taler i den forbindelse om ".. ex­pect a com­pli­ance rate of 75% to 80%." - har det med de 343.000 og 200.000 at gøre?

[E_L]

there will be rebates, there will be discounts and money paid to insurance and middle men, but i find it a very big difference

[E_L]

with the compliance rate i think they mean the number of patients that comply with that regimen, ie that follow through on the whole course as describe/ takes all the injections

[DevOp]

cd3/cd20 results + hopefully a "military style" deal and sc approval should provide for a little more than dead in the water, I hope...

[kkjoel]

Ja, sådan fremgik compliance jo osse af det der blev sagt på webcasten! Men jeg kom i tvivl, da de 343 vs 200 pludselig blev introduceret.