Genmab — Januar 2021
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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 -
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
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when we're looking at sales in USD the strength of the Trump USD actually drives up ROW sales...
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ja - jvf børsen/citi
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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
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in those nos I'm calculating a 15% discount on the US prescription nos
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jeg kan se, at Verdult hos Citi bruger 90% i sin conversion rate
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...og hæng nu godt fast. Følgende sakset fra Børsen - "Jeg forventer en betydeligt højere vurdering af Genmab
Frank Hørning Andersen, tidligere aktieanalytiker i Jyske Bank"
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