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Genmab — Januar 2021

Planlagt Fastgjort Låst Flyttet Genmab
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  • 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

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            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

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                          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
                                        • BulderB Offline
                                          BulderB Offline
                                          Bulder
                                          wrote on sidst redigeret af
                                          #1142

                                          Citi's bud ville ikke være ringe

                                          1 Reply Last reply
                                          0

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