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Genmab — Januar 2021

Planlagt Fastgjort Låst Flyttet Genmab
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  • 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

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

                                Citi's bud ville ikke være ringe

                                1 Reply Last reply
                                0
                                • S Offline
                                  S Offline
                                  Sukkeralf
                                  wrote on sidst redigeret af
                                  #1143

                                  E L - regarding the 6 teclistamab studies I totally agree that its awesome.

                                  1 Reply Last reply
                                  0
                                  • S Offline
                                    S Offline
                                    Sukkeralf
                                    wrote on sidst redigeret af
                                    #1144

                                    Just checking the competitors and all but the Pfizer BsAb still only have one study (PF-06863135). The others TNB-383B, REGN5458, REGN5459, CC-93269, AMG420 and AMG701

                                    1 Reply Last reply
                                    0
                                    • S Offline
                                      S Offline
                                      Sukkeralf
                                      wrote on sidst redigeret af
                                      #1145

                                      PF-06863135 has two studies

                                      1 Reply Last reply
                                      0
                                      • S Offline
                                        S Offline
                                        Sukkeralf
                                        wrote on sidst redigeret af
                                        #1146

                                        So it really seems like Janssen is moving fast

                                        1 Reply Last reply
                                        0
                                        • S Offline
                                          S Offline
                                          Sukkeralf
                                          wrote on sidst redigeret af
                                          #1147

                                          again

                                          1 Reply Last reply
                                          0

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