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Genmab — Oktober 2020

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • SolsenS Offline
    SolsenS Offline
    Solsen
    wrote on sidst redigeret af
    #601

    Det er hele markedet der ryster.

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    0
    • M Offline
      M Offline
      Mogan
      wrote on sidst redigeret af
      #602

      Enig - og glædes da også over de grønne toppe i aktien vi har set i løbet af dagen, og at vi ligger i den gode ende af de røde tal i C25.

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      0
      • Helge_LarsenPI-redaktørH Offline
        Helge_LarsenPI-redaktørH Offline
        Helge_LarsenPI-redaktør
        wrote on sidst redigeret af
        #603

        God morgen. 🙂

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        • P Offline
          P Offline
          Plimsoller
          wrote on sidst redigeret af
          #604

          God morgen 🙂

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          0
          • S Offline
            S Offline
            Sukkeralf
            wrote on sidst redigeret af
            #605

            https://www.novartis.com/sites/www.novartis.com/files/q3-2020-media-release-en.pdf

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            0
            • S Offline
              S Offline
              Sukkeralf
              wrote on sidst redigeret af
              #606

              Umiddelbart ikke noget om salget for Kesimpta i Q3 regnskabet - registreringsansøgning indsendt i Japan.

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              0
              • S Offline
                S Offline
                Sukkeralf
                wrote on sidst redigeret af
                #607

                Det kan være de som minimum skal have et helt kvartals salg før det oplyses eller måske mere

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                0
                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #608

                  it surprised me a bit that on page 20 they singled out kesimpta for higher investments?

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                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #609

                    sorry, thought you posted the presentation https://www.novartis.com/sites/www.novartis.com/files/q3-2020-investor-presentation.pdf

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                    0
                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #610

                      p27 gives a few, what they call, 'launch indicators'

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                      • A Offline
                        A Offline
                        AaBforever
                        wrote on sidst redigeret af
                        #611

                        Ikke meget fest over kursen i dag. Skulle den ikke stige op mod uge 46 med outstanding nyheder/data?

                        1 Reply Last reply
                        0
                        • A Offline
                          A Offline
                          AaBforever
                          wrote on sidst redigeret af
                          #612

                          Jeps...og trærystere..:-D

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                          0
                          • A Offline
                            A Offline
                            AaBforever
                            wrote on sidst redigeret af
                            #613

                            Mon ikke snart de bliver træt i armene? 😉

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                            • StockBullS Offline
                              StockBullS Offline
                              StockBull
                              wrote on sidst redigeret af
                              #614

                              Ja det tyder på vi skal længere ned og måske teste 2130 i første omgang

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                              • StockBullS Offline
                                StockBullS Offline
                                StockBull
                                wrote on sidst redigeret af
                                #615

                                Juni fes den fra 2100 og ned i 1875 og så op i 2200

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                                • H Offline
                                  H Offline
                                  Hamming
                                  wrote on sidst redigeret af
                                  #616

                                  @sukkeralf - https://twitter.com/KempenLS/status/1321053955733020672

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                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #617

                                    yes, that is this quote: Kesimpta (ofatumumab, formerly OMB157) was launched in the US following FDA approval in August.
                                    Kesimpta is a targeted B-cell therapy that can deliver powerful and sustained high efficacy, with a
                                    favorable safety profile and the flexibility of an at home self-administration for a broad population of RMS
                                    patients. We have seen a promising start with our flexible hybrid face-to-face / digital launch.

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                                    0
                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #618

                                      To provide
                                      access to eligible US patients while they obtain reimbursement we are providing Kesimpta free of charge
                                      for a limited amount of time. Based on our assumption on the time from initiation of therapy to
                                      reimbursement we anticipate that a majority of the sales in the first quarter of launch will be free goods
                                      and have accrued accordingly. We expect this share to decrease over time as reimbursement
                                      progresses

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                                      • bongobobB Offline
                                        bongobobB Offline
                                        bongobob
                                        wrote on sidst redigeret af
                                        #619

                                        Old pusher strategy 🙂

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                                        0
                                        • S Offline
                                          S Offline
                                          Sukkeralf
                                          wrote on sidst redigeret af
                                          #620

                                          Ja det ville være rart hvis Pd-L1/4-1BB kan leve op til Jans forventninger.

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                                          0

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