Skip to content
  • Debatforum
  • Seneste
  • Populære
  • Bruger
Temaer
  • Light
  • Dark

Kollaps
FORSIDEN
Log ind Opret konto

Genmab — Januar 2021

Planlagt Fastgjort Låst Flyttet Genmab
1.5k Indlæg 1 Posters 0 Visninger
  • Ældste til nyeste
  • Nyeste til ældste
  • Most Votes
Svar
  • Svar som emne
Login for at svare
Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • JørgenVarnæsJ Offline
    JørgenVarnæsJ Offline
    JørgenVarnæs
    wrote on sidst redigeret af
    #1122

    jvf børsen tror citi bank på 4,336 mia. dollar i alt

    1 Reply Last reply
    0
    • JørgenVarnæsJ Offline
      JørgenVarnæsJ Offline
      JørgenVarnæs
      wrote on sidst redigeret af
      #1123

      hvoraf 2,255 mia. dollar i USA

      1 Reply Last reply
      0
      • BulderB Offline
        BulderB Offline
        Bulder
        wrote on sidst redigeret af
        #1124

        Gode darzalextal Q4 kunne f.eks være: (us+row) 660+570=1230 mio$

        1 Reply Last reply
        0
        • JørgenVarnæsJ Offline
          JørgenVarnæsJ Offline
          JørgenVarnæs
          wrote on sidst redigeret af
          #1125

          og konsensus er 4,154 mia. dollar.

          1 Reply Last reply
          0
          • D Offline
            D Offline
            Doublo
            wrote on sidst redigeret af
            #1126

            WOW

            1 Reply Last reply
            0
            • BulderB Offline
              BulderB Offline
              Bulder
              wrote on sidst redigeret af
              #1127

              min prognose giver så 4167

              1 Reply Last reply
              0
              • BulderB Offline
                BulderB Offline
                Bulder
                wrote on sidst redigeret af
                #1128

                andre bud?

                1 Reply Last reply
                0
                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #1129

                  hmmm...
                  i am at the low end (as usual lol), i had 4,070-4,145 . with the receptals we have seen and a similar ratio US: ROW i don't see how we can get much higher

                  1 Reply Last reply
                  0
                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #1130

                    Novartis presentation: Broad adoption ~1000 patients treated in 1st 4 months
                    of launch4
                    , 17% naive5
                    https://www.novartis.com/sites/www.novartis.com/files/q4-2020-investor-presentation.pdf

                    1 Reply Last reply
                    0
                    • G Offline
                      G Offline
                      GeorgeBest
                      wrote on sidst redigeret af
                      #1131

                      My guess for Q4 will be $610M for US and $625M for ROW. In total it should be very close to the upper band of the guidance of $4.2 billion

                      1 Reply Last reply
                      0
                      • JørgenVarnæsJ Offline
                        JørgenVarnæsJ Offline
                        JørgenVarnæs
                        wrote on sidst redigeret af
                        #1132

                        when we're looking at sales in USD the strength of the Trump USD actually drives up ROW sales...

                        1 Reply Last reply
                        0
                        • D Offline
                          D Offline
                          Doublo
                          wrote on sidst redigeret af
                          #1133

                          Er de
                          4,154 mia.$ analytikernes forventning?

                          1 Reply Last reply
                          0
                          • JørgenVarnæsJ Offline
                            JørgenVarnæsJ Offline
                            JørgenVarnæs
                            wrote on sidst redigeret af
                            #1134

                            ja - jvf børsen/citi

                            1 Reply Last reply
                            0
                            • JørgenVarnæsJ Offline
                              JørgenVarnæsJ Offline
                              JørgenVarnæs
                              wrote on sidst redigeret af
                              #1135

                              with a little bit of optimism, I'm at Q4 US sales = usd 639m and RoW= usd 650 giving total yearly sales = usd 4.226m

                              1 Reply Last reply
                              0
                              • JørgenVarnæsJ Offline
                                JørgenVarnæsJ Offline
                                JørgenVarnæs
                                wrote on sidst redigeret af
                                #1136

                                in those nos I'm calculating a 15% discount on the US prescription nos

                                1 Reply Last reply
                                0
                                • JørgenVarnæsJ Offline
                                  JørgenVarnæsJ Offline
                                  JørgenVarnæs
                                  wrote on sidst redigeret af
                                  #1137

                                  jeg kan se, at Verdult hos Citi bruger 90% i sin conversion rate

                                  1 Reply Last reply
                                  0
                                  • S Offline
                                    S Offline
                                    Sukkeralf
                                    wrote on sidst redigeret af
                                    #1138

                                    Mon vi får at vide hvilken sum JNJ tilbageholder jvf voldgiftsagen

                                    1 Reply Last reply
                                    0
                                    • K Offline
                                      K Offline
                                      kkjoel
                                      wrote on sidst redigeret af
                                      #1139

                                      Det er jo præcis de tal de sidder og forhandler om pt. Så mon ikke de er temmelig
                                      tilknappede... 😉

                                      1 Reply Last reply
                                      0
                                      • D Offline
                                        D Offline
                                        Doublo
                                        wrote on sidst redigeret af
                                        #1140

                                        Vil det sige, at vi skal over konsensus før det giver en stigning i kursen?

                                        1 Reply Last reply
                                        0
                                        • BulderB Offline
                                          BulderB Offline
                                          Bulder
                                          wrote on sidst redigeret af
                                          #1141

                                          konsensus ligger jo inden for guidningen på 3,9-4,2. Så over 4,2 skulle gerne få det til at rykke lidt.

                                          1 Reply Last reply
                                          0

                                          Hello! It looks like you're interested in this conversation, but you don't have an account yet.

                                          Getting fed up of having to scroll through the same posts each visit? When you register for an account, you'll always come back to exactly where you were before, and choose to be notified of new replies (either via email, or push notification). You'll also be able to save bookmarks and upvote posts to show your appreciation to other community members.

                                          With your input, this post could be even better 💗

                                          Tilmeld Log ind

                                          • Log ind

                                          • Har du ikke en konto? Tilmeld

                                          • Login or register to search.
                                          • First post
                                            Last post
                                          0
                                          • Debatforum
                                          • Seneste
                                          • Populære
                                          • Bruger